Russia, every mention
8 scenes (2020) · ← back to Russia
tap a year for its mentions
every year 2020 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
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.