Saudi Arabia, every mention
28 scenes · ← back to Saudi Arabia
tap a year for its mentions
every year anyone Louis-Vincent Gave 9Ashby Monk 6Rodrigo Bitar 3Jay McLean 3James Aitken 3Brett McGurk 3Ted Seides 2Scott Bessent 2Jennifer Prosek 2Farouk Miah 2
Verbatim, from the transcripts: the passages where Saudi Arabia comes up
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 1:45 Ted Seides Our conversation explores the increasingly popular total portfolio approach, Ashby's perspective on the role of AI and data in the investment office of the future, including his work with Hoopit AI, a very cool relationship intelligence…
- ▶ 7:29 Ashby Monk They are integrated into so much policymaking from Saudi Arabia to United States to Australia.
- ▶ 30:25 Ashby Monk The two that I would flag are PIF in Saudi and New Mexico's State Investment Council. 5 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 18:47 Josh Wolfe It delivers value to our companies, delivers values to long-term partners that Brett knows in the region, particularly in UAE and Saudi and elsewhere.
- ▶ 25:04 Brett McGurk The way Saudi Arabia is developing its data center build out its ambitions is different from what Abu Dhabi is doing. 3 times in the scene
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 1:00:38 Louis-Vincent Gave Whether you're in Japan, whether you're in South Korea, whether you're in Thailand, whether you're in Saudi Arabia, you just make
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 26:22 Jay McLean The other two, just before Thanksgiving in 2014, Saudi Arabia, and by extension OPEC, essentially declared war on shale. 2 times in the scene
- ▶ 40:40 Jay McLean And so when it actually did occur, when Saudi declared war on shale in 2015, I think at that point there was already just a lot of comfort with how the investment was performing, that it wasn't a big gut wrenching questioning of what had…
Scott Bessent - Macro Maven (EP.415)
- ▶ 13:01 Scott Bessent The father had come from nothing in Saudi and built an incredible industrial empire in Saudi Arabia based on supplying the oil industry. 2 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 17:43 Matt Miller Saudi or Canada or something along those lines.
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 32:34 Jennifer Prosek You have to say, do I align more with Abu Dhabi or Saudi or Qatar? 2 times in the scene
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 17:09 Dan Tannenbaum Anything from call centers all the way up the value chain to things where there are PhD chemical engineers doing remote monitoring of petroleum refineries in Houston or Saudi Arabia.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 7:41 Farouk Miah It's supposed to be a kind of secondment, and as most of these secondments turn out, from two years, it became 10 years, based in Saudi, of all places, where initially I was building out an institutional equities business, and then on the…
- ▶ 10:07 Farouk Miah So in oh nine, Saudi where I lived and even Dubai, Abu Dhabi were
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 14:18 Rodrigo Bitar It has more oil than Saudi Arabia. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 15:32 Louis-Vincent Gave What if you're Saudi Arabia? 4 times in the scene
- ▶ 31:18 Louis-Vincent Gave The U.S. moving from five million barrels per day to thirteen million barrels per day in less than a decade, broadly adding a Saudi Arabia, meant that you witnessed a massive collapse in inflation in the U.S. because the price of energy in… 2 times in the scene
- ▶ 38:34 Louis-Vincent Gave The first is we've seen with this Ukraine conflict, but also with the Armenia-Azerbaijan conflict, or frankly, with the Yemen-Saudi Arabia conflict, that warfare is changing.
- ▶ 44:44 Louis-Vincent Gave We saw it with the Saudis and Yemen.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 32:11 Barry Sternlicht Now, in Korea, in Saudi, in Japan, they're back in the office.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 26:28 Jeff Hausenbold The second was the Sovereign Wealth Fund of Saudi Arabia called PIF.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
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.
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 26:36 Michael Cembalest Brazilian, Saudi, and Malaysian clients have at times different objectives.
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- ▶ 5:33 Ted Seides Over the subsequent 11 years, he served as a combat infantry officer, leading Marines in the jungles of Panama, the deserts of Saudi Arabia and Kuwait, and on the fence line at Guantanamo Bay, Cuba.
- ▶ 34:24 David "Bull" Gurfein Was, uh, the, the Iraqis during the first Gulf War, when we were in Kuwait, providing a secure position in Kuwait, decided to attack into the city of Kafchi, which is in Saudi Arabia.