Russia, every mention
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tap a year for its mentions
every year anyone Louis-Vincent Gave 31Marko Papic 23Ted Seides 19James Aitken 16Rob Citrone 11Adam Rodman 8Scott Wilson 7Daniel Graña 6Rahul Moodgal 5Paula Volent 4
Verbatim, from the transcripts: the passages where Russia comes up
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 11:07 Eric Brooks After graduating from business school, I spent some time in Eastern Europe in the mid to late nineties, ran around Ukraine and Kazakhstan and Russia and the Baltics,
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 8:28 Joel Holsinger We'd set it up initially to global health, partly inspired by my mom and my grandmas, partly inspired by my dad, who was going to India in the seventies and doing trips there in South Sudan until about three or four years ago, and Ukraine…
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 33:27 Bruce MacDonald One was the US, one was Argentina, one was Germany, and one was Russia.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 35:50 Josh Wolfe China and Russia are out. 2 times in the scene
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 15:02 Herb Wagner I was there during the Russian default back in
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 7:45 Rodrigo Bitar The Americas begin to become a block and Russia and China and Europe separately.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 28:24 Louis-Vincent Gave When Russia invaded Ukraine, everybody decided China's uninvestable.
Scott Bessent - Macro Maven (EP.415)
- ▶ 49:43 Scott Bessent That you're going to have a Russia-Ukraine kind of day, which seemed unimaginable, that Russian equities would go down 95% in a day. 2 times in the scene
- ▶ 58:17 Scott Bessent We're going to use Russian energy to fuel us.
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 39:16 David Salem And I think some investors, myself, happily excluded, learned this when Russia invaded for the second time, we'll say, in twenty-twenty-two, as opposed to the first time in 24. 2 times in the scene
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 4:07 Rahul Moodgal People from New Zealand, Vietnam, Iceland, Russia, literally every continent reach out.
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 7:35 Toby Rodes I read Hedrick Smith's book, The Russians, and I got very interested in Russia and tried studying Russian, and the Russian teacher begged me to stop.
Ben Hunt - The Stories that Drive Markets (EP.393)
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 35:51 Dan Tannenbaum There are companies in industries where penetration is eight decades behind the US, but capacity is due to come in the next five years that will all strip US, Europe, Japan, Russia combined.
- ▶ 57:29 Dan Tannenbaum So when Russia had invaded Ukraine and the cost of oil was going up for everyone and India's a net,
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 34:42 Jonathan Tepper For example, 22 Russia invaded Ukraine, and interest rates were going up, oil was going up, a lot of high quality European names were on sale, and we didn't buy the exact bottom.
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 41:35 Michael Leffell Certainly not Russia.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 55:25 Brian Christensen So my wife actually originally grew up in Russia.
Ana Marshall – The Climb to Investment Excellence (EP.360)
- ▶ 25:36 Ana Marshall I'm saying when something comes, whether it's a way, whether it's the 97 Asia crisis, the Russian crisis, all of these different crisis, when they hit half the people just stare at screens with their mouths open and are frozen in place.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 14:39 Thomas Haugaard Russia is the obvious. 2 times in the scene
- ▶ 33:53 Thomas Haugaard Covid was the first unprecedented shock, and then very tragically, we now also have wars back in terms of the overall global market picture with Russia invading Ukraine and geopolitical risks elevated in many places.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 25:56 Alan Forman And at the time the Russia crisis hit in 1998, despite being under contract, the deal fell through and Harry Macklow
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- ▶ 10:16 Amy Falls And one of the ways that really helped actually was back in Russia, way back when long-term capital defaulted, but they had a current account that wasn't really that bad, but there was so much capital fleeing out of the country. 2 times in the scene
- ▶ 10:45 Ted Seides So through that experience, say, post-Ninitiate in Russia, what was it that led you to move from being on the fixed income desk to what you've done since?
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 54:43 Marc Lasry With your asset being taken away, and look, and that happened to us in Russia.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 17:32 Adam Rodman The market was very skeptical of China's built plan, very skeptical of India's built plan, and Russia, which were the sources of growth globally.
- ▶ 20:11 Adam Rodman Enrichment has been dominated by two or three sources globally, one of which is Russia's state-owned company, Rosatom. 2 times in the scene
- ▶ 21:02 Adam Rodman Russia does not do much direct ethereal-weight mining. 2 times in the scene
- ▶ 23:06 Adam Rodman And very quickly, through lifetime extensions in the West, China's build policy advanced, you know, the Russian war went into tight supply, and prices have gone up in advance.
- ▶ 23:42 Adam Rodman 45, 47% of it has been run by Russia's Rosatom, Tenex, and you hadn't seen them direct sanction yet, mostly in our opinion, because to do so overnight, we will cripple the Western nuclear fuel markets. 2 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 43:26 Tom Steyer So first of all, obviously what had happened was a lot of Western Europe relied on Russia for the natural gas that they used to heat their houses specifically in the winter, so that when it's cold in Germany or cold in Switzerland in… 3 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 43:29 Dan Ivascyn We didn't talk about geopolitics, but it's very hard to get comfortable with traditional scenario analysis where you have the Russian troops massing across segments of the Ukrainian border.
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 58:35 Jose Feliciano So, if you were certainly a Russian billionaire, you probably were not getting a call from the bank, but even other perhaps natural buyers for the asset were not able to participate.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 57:41 Farouk Miah Because India looks more attractive, or Russia comes back into the norm, and China is fine again, and therefore why should I go to Africa when I can get better risk-adjusted reward elsewhere?
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 17:04 Louis-Vincent Gave The only country to ever go bust on its local currency bonds is Russia. 2 times in the scene
- ▶ 18:23 Louis-Vincent Gave The geopolitical risk perspective has changed dramatically in the past few years, and even more so, of course, in the past six months with the Russian invasion.
- ▶ 21:13 Louis-Vincent Gave Right now, the view is Russia's obviously uninvestable, so we can leave that one aside. 2 times in the scene
- ▶ 27:59 Louis-Vincent Gave Right now you have the world's largest commodity exporter, namely Russia. 4 times in the scene
- ▶ 30:30 Louis-Vincent Gave You've definitely seen following the invasion of Ukraine by Russia, the Western world weaponized their financial systems against Russia. 4 times in the scene
- ▶ 34:33 Louis-Vincent Gave And I agree with that, but it's a whole lot better than one man rule because one man rule, as we're now seeing in Russia can lead to accidents. 2 times in the scene
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 22:35 Matt Brown You know, of course, we've had Russia invade Ukraine.
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 14:09 Ted Seides What's been the impact of the restrictions on Russia's exporting oil reserves on the relationship with Venezuela? 2 times in the scene
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 55:39 Howard Smith I love learning about the history of Europe and migration patterns through the Middle East and the Caucasus area of Russia, how Europe was populated.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 21:07 Josh Friedman Then, of course, the Russia crisis happened and we got killed on the Russian paper.
- ▶ 50:22 Josh Friedman Since then, a lot of other things have happened, including what's gone on with Russia and the Ukraine, including what's happened with additional shutdowns in China, which prevent the supply chain from reacting the right way.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 49:42 Mario Giannini The Russian invasion of Ukraine is certainly going to make Europe far more aware of moving away from fossil fuels.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 11:17 Rob Citrone I did 33 years of this now in EM, and I've been to Argentina, Brazil over 52 times each, for instance, and China 12 times, and even Russia six times, Turkey 12 times.
- ▶ 25:24 Rob Citrone One is what happens in the Ukraine-Russian war, which I still think remain a quagmire, unfortunately, but
- ▶ 26:23 Rob Citrone I really think that we're in a process of moving to a massive cold war of the West against China and Russia. 4 times in the scene
- ▶ 32:46 Rob Citrone Well, I think Europe is in serious trouble, and this Ukraine-Russian situation has just made it worse. 3 times in the scene
- ▶ 35:06 Rob Citrone I launched the fund in 99 right after Russia. 2 times in the scene
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
- ▶ 44:27 Ted Seides In addition to this period of inflation that's coming, there's a lot of questions around emerging markets, given what's happened recently in Ukraine and Russia and China, and we love your view on how to think about investing in emerging…
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 25:00 Larry Kochard You know, when you have what's happening with the tightening cycle that's starting, what's happening with Russia, you know, what has happened with China, there's always a issue du jour that gets people worried, gets people excited, and…
- ▶ 36:00 Larry Kochard In terms of this potential disconnect between a certain part of the emerging world and the rest of the capital markets, what you saw in Russia, what, you know, potentially China.
- ▶ 44:43 Larry Kochard So we're running at a slightly lower risk level, because I really do think, you know, Russia, that's a risk where, you know, we've, you know, we've fought in wars.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 16:46 Paula Volent I want to talk to another one of your very smart hires, Wei Lu, who is probably one of the most in the forefront of identifying opportunities in China, and you have an office in Shanghai, and I love reading his insights because I think… 2 times in the scene
- ▶ 33:03 Paula Volent I think that thing in Ukraine with the infrastructure of Europe was depending on Russia. 2 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 4:32 Ted Seides He recently penned CYA as a guiding principle, dissecting the consequences of Western government responses to Russia's invasion of Ukraine.
- ▶ 10:42 Louis-Vincent Gave Ukraine by Russia. 4 times in the scene
- ▶ 11:59 Ted Seides So freezing of Russian reserves, we've seen as a really a new measure here in trying to control what's happening in the world through economics. 7 times in the scene
- ▶ 22:36 Louis-Vincent Gave So they're not good patriots to Russia. 3 times in the scene
- ▶ 32:58 Louis-Vincent Gave We'll have Russia to step in and make the adjustment. 6 times in the scene
- ▶ 39:04 Louis-Vincent Gave One of the big lessons out of Ukraine is that the struggle that Russia's had to control the skies, even though it has 20 times as many planes as Ukraine, because Ukraine is loaded with drones.
- ▶ 45:03 Louis-Vincent Gave And I would say that the sanctions that Russia has been hit by, the struggle that their army has had, if anything, it really highlights to Xi Jinping that the risks are really pretty big.
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 8:22 Andrew Milgram I speak Russian and had lived in Russia during college. 2 times in the scene
- ▶ 9:07 Andrew Milgram Long-term capital had been sort of between the Asian debt crisis and the Russia default.
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 22:12 Tom Lenehan Places like Russia are just looked at, everyone's gonna look at that now.
- ▶ 54:50 Tom Lenehan Given the response of the Western allies and NATO to Ukraine and to Russia, perhaps that has maybe changed the calculus a bit as it relates to what's going on in Taiwan.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 13:17 James Aitken What's been happening over the past week, and I know some of these people, is that general counsel of various large European financial institutions and global institutions have been going through all their loan and derivative documentation… 10 times in the scene
- ▶ 31:10 James Aitken Unsurprisingly, Ted, as soon as Washington, and let us not forget, Europe, impounded Russia's foreign reserves.
- ▶ 36:41 James Aitken Are self-sanctioning all their Russian counterparty exposure. 2 times in the scene
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 4:12 Ted Seides Russia's actions in Ukraine last week could be a tipping point for one of those events. 2 times in the scene
- ▶ 6:14 Marko Papic But in a multipolar environment, it's so complicated because there are different threats at different times, different spheres of influence intersecting each other, and what we're seeing now is Russia basically reasserting itself in its… 3 times in the scene
- ▶ 7:12 Ted Seides So as you start to unravel the direct implication on the US and Russia right now, 4 times in the scene
- ▶ 9:50 Marko Papic The territory is vast, so mobilizing troops and invading it from different sides is a very complicated action, one that Russia has never done in its post-Soviet era. 7 times in the scene
- ▶ 17:54 Marko Papic To Russia, actually, when she was the Secretary of State, and it was this very imperial American view of unipolar moment, like, hey, we don't recognize your sphere of influence.
- ▶ 20:30 Marko Papic And the reason for that is the Fed is pretty hawkish and Ukraine, Russia tensions could dissipate. 3 times in the scene
- ▶ 33:32 Marko Papic But the United States played kind of a spoiler role by encouraging Kiev to take a very adversarial stance towards Russia. 8 times in the scene
- ▶ 36:44 Ted Seides If we go back to your original framework from your book and thinking about constraints, you talked about that in Russia, maybe touch on what you see as the major constraints in what would otherwise be a logical action, perhaps for the U.S.…
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 24:34 Fabrice Grinda We're the leading classified site in Brazil and all of Latin America and Russia and all of Eastern Europe in India, Pakistan, and all Southeast Asia and in the UAE and all the Middle East.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 4:58 Daniel Graña So the story I like to tell is, is Russia. 4 times in the scene
- ▶ 11:09 Daniel Graña Russia, 80% of the index are oil and gas and natural resources broadly.
- ▶ 20:08 Daniel Graña I think that gives you a false sense of security that you know what's going to happen in Russia in year eight or China in year 12.
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
- ▶ 19:33 Bruce Martin I don't know if it was the Russian debt crisis or long-term capital.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 38:44 Jeremy Grantham And then you have the Brazils and the Russians and so on.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 12:07 Marko Papic In early nineties, there's no chance of Turkey and Russia going to war because U.S. calls him and says, hey, cool it.
Scott Wilson – Concentrated Investing at Washington University-St. Louis (Capital Allocators, EP. 159)
- ▶ 35:00 Scott Wilson We spent quite a bit of time in Africa, Bangladesh, Russia has been really good for us. 7 times in the scene
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 11:22 Taimur Hyat For the first instance, nearly had a liquidity crisis when Russia happened in long-term capital management, and therefore there's a wariness around emerging markets, which of course have come a long way by 2006.
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 10:50 Eric Peters So I heard in the background, the guy like, well, the Egyptians just came in for this huge order and the Russians look like they're pulling back from it.
- ▶ 21:53 Eric Peters We had some other ones like Potemkin village, which was betting against Russia at the time.
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 6:18 James Aitken And the other is a geopolitical power struggle between the Saudis and Russia over oil.
- ▶ 9:54 James Aitken You've also had changes in correlations as a result of two enormous brewing supply side shocks with COVID 19 and the dispute between the Saudis and the Russians.
- ▶ 16:22 James Aitken So to be clear, the fiscal policy is aimed to address not just the supply side shock, but also the health shock of COVID----- and the energy dispute between the Saudis and Russia.
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 34:53 Steve Rattner Putting aside China, India, we don't invest in Russia, I can't imagine we ever would, and maybe Brazil, they're relatively small markets, and so accessing them in a way that's consistent with our philosophy of finding people who really…
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 30:28 Mike Novogratz Where Taiwan and Korea and Japan and India and Russia and everyone was buying into this decentralized story, this new...
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 15:38 David Zorub Asia currency, Russia currency, long-term capital.
- ▶ 44:07 David Zorub When I think about the global opportunity set in general, I filter it a little more precisely, so there's some markets I just don't do, like, we don't do Russia, it's just the property, law, rights, et cetera, are too difficult.
Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- ▶ 5:44 Rahul Moodgal So, grew up in London, went to university in the UK, Russia, Japan, and the States, and then- Hold on a second. 3 times in the scene
- ▶ 9:27 Rahul Moodgal Everything that was going on in the market, because, 1998, 1999 was a fascinating time with LTCM going on, the crisis coming for Russia, then the tech bubble, and all this stuff was happening as we were sort of sitting there, and then the…
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 35:14 Manny Friedman Leave Moscow and go out other parts of Russia.
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