South Korea
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 23, 2026 by Jeremy Grantham · said 86 times in 45 episodes since 2017 · across every show →
Mentions by year
brought up most by Andrew Tsai (10), Ana Marshall (9), Daniel Graña (6), Mike Choe (5), James Aitken (5), Richard Lawrence (4), Brendan O'Connor (4), Louis-Vincent Gave (3)
tap a year for its mentions
2026 10 mentions in 5 episodes 2 per episode
- Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- every mention in 2026, scene by scene →
2025 16 mentions in 8 episodes 2 per episode
- Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- Top 5 of 2025: #4: Alex Sacerdote
- Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- every mention in 2025, scene by scene →
2024 1 mention in 1 episode
2023 5 mentions in 5 episodes 1 per episode
- James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- every mention in 2023, scene by scene →
2022 8 mentions in 6 episodes 1 per episode
- Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- every mention in 2022, scene by scene →
2021 10 mentions in 4 episodes 3 per episode
- Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- every mention in 2021, scene by scene →
2020 5 mentions in 5 episodes 1 per episode
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- every mention in 2020, scene by scene →
2019 9 mentions in 3 episodes 3 per episode
2018 15 mentions in 3 episodes 5 per episode
2017 7 mentions in 5 episodes 1 per episode
- Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- every mention in 2017, scene by scene →
Everything said about South Korea, oldest first
Mar 23, 2026 bearish