Russia, every mention
12 scenes (2024) · ← back to Russia
tap a year for its mentions
every year 2024 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
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.