Russia, every mention

14 scenes (2023) · ← back to Russia

mentionsepisodesper episode tap a year for its mentions

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

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▶ 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.

▶ 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

▶ 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?

▶ 54:43 Marc Lasry With your asset being taken away, and look, and that happened to us in Russia.

▶ 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

▶ 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

▶ 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.

▶ 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.

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