Kazakhstan

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Mar 27, 2023 by Adam Rodman · said 7 times in 4 episodes since 2020 · across every show →

Mentions by year

brought up most by Kiyan Zandiyeh (3), Adam Rodman (2), Reuben Munger (1), Eric Brooks (1)

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Everything said about Kazakhstan, oldest first

Mar 27, 2023 neutral
Assertion Supported
Rodman: Kazakhstan Mines 40% of Global Uranium While Russia Only Mines 5%
“Russia does not do much direct ethereal-weight mining. They're maybe five percent global supply or so. But Kazakhstan, fully independent neighboring country, former satellite, is 40%.”
Adam Rodman Mar 27, 2023 ▶ 21:02 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
May 25, 2023 positive
Assertion Partly supported
Zandiyeh: Kaspi generates $2B annual net income in Kazakhstan
“For context, to introduce a comparable business model to start, I mentioned briefly this company called Caspi listed in London. Now that business is fascinating because Kazakhstan is a population of nineteen million, and these guys have managed to build a busi…”
Kiyan Zandiyeh May 25, 2023 ▶ 37:34 Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
May 25, 2023 positive
Assertion Supported
Zandiyeh: Kaspi completed a $15B London IPO out of Kazakhstan
“Two, you had just had the IPO of a company called Caspi, which is a fifteen billion dollar business listed in London, a technology business out of Kazakhstan of all places, which had validated that you could build a sizable business there.”
Kiyan Zandiyeh May 25, 2023 ▶ 16:06 Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
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