Middle East
9 statements across 7 episodes · 3 bullish · 2 bearish · 8 people on the record · first statement Apr 25, 2022 by Louis-Vincent Gave · said 120 times in 57 episodes since 2017 · across every show →
Mentions by year
brought up most by Ted Seides (19), David Rubenstein (7), Marko Papic (6), James Clark (6), Jim Falbe (5), Mario Giannini (4), Josh Wolfe (4), Jennifer Prosek (4)
tap a year for its mentions
2026 6 mentions in 5 episodes 1 per episode
- Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- every mention in 2026, scene by scene →
2025 23 mentions in 8 episodes 3 per episode
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- Ron Biscardi and Katie O'Reilly - Maximizing Value at Conferences (EP.425)
- Hugh MacArthur – Private Equity's Challenges and Opportunities (EP.453)
- Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4, EP.447)
- John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
- every mention in 2025, scene by scene →
2024 26 mentions in 9 episodes 3 per episode
- Jennifer Prosek – Nailing the Narrative (EP.396)
- Year in Review 2024 (EP.424)
- Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- Scott Bessent - Macro Maven (EP.415)
- Charles Duhigg- Secrets of Communication (EP.394)
- Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
- Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- 1 more episode that year, every mention in 2024 →
2023 18 mentions in 9 episodes 2 per episode
- Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
- 1 more episode that year, every mention in 2023 →
2022 17 mentions in 10 episodes 2 per episode
- Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- 2 more episodes that year, every mention in 2022 →
2021 12 mentions in 4 episodes 3 per episode
- Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- Jamie Montgomery – March Capital (Manager Meetings, EP.26)
- every mention in 2021, scene by scene →
2020 9 mentions in 4 episodes 2 per episode
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- Daniel Adamson – Innovation from Asset Giants at Capital Constellation (EP.136)
- every mention in 2020, scene by scene →
2019 4 mentions in 4 episodes 1 per episode
- Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- Matt Levine – Money Stuff (Capital Allocators, EP.97)
- Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- Chris Ailman – CalSTRS' Venerable CIO (Capital Allocators, EP.86)
- every mention in 2019, scene by scene →
2018 2 mentions in 1 episode
Everything said about Middle East, oldest first
Apr 25, 2022 bearish
Gave: Soaring Food and Energy Prices Will Drive Middle East Refugee Crisis
“Soon enough, you're going to get a refugee crisis coming in. From North Africa and the Middle East, if only because of soaring food prices and soaring energy prices, and the extremely likely political instability that high food prices and high energy prices te…”
Nov 7, 2022 bullish
Apr 17, 2023 neutral
Giannini: Middle East capital is concentrated but insufficient to fund all GPs
“So there is probably more capital available in the Middle East today than there are in other parts of the world, just in terms of concentration. So yes, there is more. Is it unlimited? Is it enough to fund all the general partners? Absolutely not.”
Jun 8, 2023
Falbe: Middle Eastern 'wasta' proves networking rivals performance in US careers
“And being in the Middle East, they have this term in Arabic called wasta. And the direct translation is influence, but what it really means is Who you know is everything. They get their job based on their uncle or their sister or their father gets them a posit…”
Jul 15, 2024 neutral
Jan 6, 2025 positive
O'Reilly: Almost all fundraising clients are focused on the Middle East
“Almost all of our clients who are raising money are focused on the Middle East. And how to build relationships there. And we actually opened an office in Abu Dhabi partly to support that just because we have so many clients that care about it. We're doing the …”
Jan 6, 2025 bearish
Biscardi: Mid-tier funds are struggling to raise capital in the Middle East
“The funds at the top of the game are still, I think, doing really well there, but they've been there for 20 years. KKR, Blackstone, Carlisle. The next tier down, if you're a twenty billion dollar fund, a fifty billion dollar fund, and you don't have the same b…”
Dec 8, 2025 positive
Dec 8, 2025 neutral
McGurk: Raising Middle East capital is difficult as region prioritizes domestic jobs
“It's not the easiest environment to raise capital right now. They are looking for opportunities that benefit themselves domestically as they're looking ahead with a young population, trying to create jobs, particularly in Saudi Arabia.”