MSCI, every mention
8 scenes (2017), the whole family · ← back to MSCI
tap a year for its mentions
every year 2017 anyone Dominic Garcia 7Daniel Graña 6Ted Seides 5James Aitken 4Sulaiman Alderbas 3Doug Phillips 3Tom Lydon 2Raphael Arndt 2Nick Rohatyn 2Mason Morfit 2
Verbatim, from the transcripts: the passages where MSCI comes up
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 44:45 Ted Seides I don't know if you're using, you know, global equities, you're using a AQI benchmark or something, you're talking about tilts relative to that?
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 27:04 Richard Lawrence That are now being resolved, and now we're, we're in the early stages where we're building blue chips, just like we're building blue chips in China now, the way we built blue chips in Thailand or Indonesia or, or Taiwan years ago, and, and…
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 31:42 Mario Therrien I think it's three percent of the MSCI world.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 32:33 Josh Brown So you're not paying the royalty fee to MSCI, but there are country differences.
- ▶ 37:25 Josh Brown So to just look at MSCI Europe and say,
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 46:56 Patrick O'Shaughnessy So part of your success or lack of success is going to be, do you choose the S&P, or do you choose the MSCI ACQUI?
- ▶ 50:32 Ted Seides If you want it to be, say, the Morgan Stanley World Index, that's fine, too, and have a cash return for half of it and the market return for the other half.
- ▶ 52:07 Ted Seides So I'm going to answer that question, but before I want to talk about your, your earlier point, which was very true about the S and P 500 and Morgan Stanley world or, or a more global representative portfolio. 2 times in the scene