Kenya, every mention

15 scenes · ← back to Kenya

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every year anyone Colin Smith 10Thomas Haugaard 3Josh Wolfe 2Manny Friedman 1Larry Siegel 1Henri-Pierre Jacques 1Farouk Miah 1Fabrice Grinda 1Dan Ariely 1Colin Campbell 1

Verbatim, from the transcripts: the passages where Kenya comes up

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Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) Dec 14, 2023 · 3 mentions

  • ▶ 12:03 Thomas Haugaard So if Kenya trades at a spread of 600 to US treasuries, my job is to figure out if that is fair or not.
  • ▶ 19:20 Thomas Haugaard So as I mentioned, Kenya, let's say trading 600, Mongolia trading 500. 2 times in the scene

Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) Mar 20, 2023 · 1 mention

  • ▶ 45:15 Colin Campbell Well, this offset was because you helped regrow a forest in the Amazon, and another one might be, well, you helped provided cook stoves to low-income families in Kenya, and another one is because you helped grow some mangrove forests on…

Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279) Nov 7, 2022 · 11 mentions

  • ▶ 13:59 Colin Smith In our case, South Africa, Egypt, Morocco, Nigeria, all quite big exchanges, and then the next tier down will be the likes of Kenya, and those are the sort of mainstays of our portfolio.
  • ▶ 14:49 Colin Smith Maybe I can start talking about Equity Group in Kenya. 5 times in the scene
  • ▶ 26:19 Colin Smith So if we decide today that we want to invest ten million dollars into equity group in Kenya, actually we may have to think about where that ten million dollars is gonna go.
  • ▶ 34:54 Colin Smith A historically low inflation economy like Kenya or South Africa should see less depreciation than a higher inflation economy like Ghana or Nigeria, and those things are really important for us to understand because when we're making… 2 times in the scene
  • ▶ 38:43 Colin Smith So although we run a very concentrated portfolio, we add diversification because frankly, what happens in the Kenyan economy is not particularly well correlated with what happens to the US.
  • ▶ 49:13 Farouk Miah Whereas when you start going to perhaps Egypt and Kenya or even Morocco, a lot of the large holders are the founding families.

Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236) Feb 21, 2022 · 2 mentions

  • ▶ 1:02:07 Josh Wolfe You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back 2 times in the scene

Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232) Jan 24, 2022 · 1 mention

Jarrid Tingle and Henri Pierre-Jacques – Harlem Capital (Manager Meetings, EP.24) Dec 16, 2021 · 1 mention

  • ▶ 47:17 Henri-Pierre Jacques And so we just signed a term sheet this week for our first Africa deal, which is a diverse founder based in Kenya, which is essentially trying to become the angel list for Africa.

Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137) May 11, 2020 · 1 mention

  • ▶ 47:40 Larry Siegel There are women and children in Kenya, Kenya is not a particularly poor African country, but it has a lot of poor people in it, who spend hours every day searching for wood to burn inside their homes without a chimney.

Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93) Apr 1, 2019 · 1 mention

Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61) Jul 23, 2018 · 1 mention

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