South Korea, every mention
64 scenes · ← back to South Korea
tap a year for its mentions
every year anyone Andrew Tsai 10Ana Marshall 9Daniel Graña 6Mike Choe 5James Aitken 5Richard Lawrence 4Brendan O'Connor 4Louis-Vincent Gave 3Virginie Morgon 2Nick Rohatyn 2
Verbatim, from the transcripts: the passages where South Korea comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 14:45 Rajiv Jain We ended up making a big bet on South Korea because there was so many of these companies selling five times earnings.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 1:09:52 Jeremy Grantham In South Korea, it's .7, which means every young person has five and a half old, cost-intensive, health-intensive people to support. 2 times in the scene
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 0:30 Brendan O'Connor We sit just below South Korea from an economy size. 2 times in the scene
- ▶ 15:58 Brendan O'Connor We sit just below South Korea from an economy size. 2 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
- ▶ 39:10 Nick Rohatyn Korea up 80%.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 37:03 Alex Sacerdote S-curve 10 years ago, it hit first in Japan, then we knew it was going to hit in China, and then we followed it to Korea, and then we've seen it happen all over the world.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 39:00 Josh Wolfe I immediately went and looked and said, okay, you've got SK Hynix, Samsung on the Korean side.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 21:18 Herb Wagner Take, for example, we did a lot of stuff with credit, high yield, distress, and then we moved into structure products, did a lot of stuff in South Korea for a number of years, Japan,
- ▶ 32:03 Herb Wagner So I was an investor in South Korea for a very long time.
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 53:44 Adrian Meli So what I think is going to be interesting over the next three, five, seven years is parts of Asia, Japan, Korea could be interesting.
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 31:47 Brett Barth But there are things like Korea that we've liked a lot.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 18:47 James Aitken Even if this weekend we get big, beautiful tariff trade negotiations with Japan and South Korea and maybe some others, it's too late.
- ▶ 19:30 Louis-Vincent Gave Of course you'll get a deal with Japan and Korea. 2 times in the scene
- ▶ 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
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 53:23 David Zorub We have risk in places like Korea, Japan,
Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
- ▶ 7:25 Mike Choe At the age of eight, I suddenly moved back to Korea and found myself going to Korean public schools, and I was somewhat conversant in spoken Korean. 4 times in the scene
- ▶ 53:51 Mike Choe My first paid job was being an English tutor for little kids in Seoul, Korea, for families that wanted their kids to be able to speak conversational English, so I would go to their homes, tutor these kids for roughly 10 dollars an hour.
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:35 John Connaughton We've had the same country managers in Japan, in China, in India, Korea, and Australia from the very beginning, and we've been there for 20 plus years, whereas I think our industry has just found they bring
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 56:45 James Aitken Suffice to say, there's a lot of work going on with Singapore, Indonesia, South Korea, Japan, the US about how do we make our supply chains fit for purpose and defense supply chains, critical minerals, energy, all of this is happening in…
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 1:07:56 Don Mullen I find people who used to work for me from Abu Dhabi to Korea.
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)
- ▶ 37:20 Adam Rodman And what that means practically for like building of reactors is that the US for the first time via Westinghouse and some other companies are going head to head with the Koreans who have built on time and budget.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 12:02 David Abrams Originally, it started in Asia in the late nineties when you had financial crisis in southeastern Asian countries, and then it moved up to bigger economies like Japan and Korea, and most of those markets were dominated by U.S. investment…
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 27:41 Ana Marshall Once you break that, do you then get a market similar to sort of Korea, where it's a market that is always cheap. 2 times in the scene
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 58:35 Colin Smith It doesn't affect our portfolio, and people happily invest in South Korea, despite it being right next door to North Korea, and yet they might use the excuse of issues in Mozambique to prevent an investment in South Africa.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 11:52 Howard Smith We've been married now for almost 30 years, and we moved back to the UK in the mid-nineties, and I got a job in London with the Economist Intelligence Unit, which is the publishing arm of the Economist newspaper, writing quarterly reports…
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 25:35 Tom Lenehan We've actually done some things that we ported over from Rockefeller in Japan, as well as in South Korea.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 19:20 Arjun Sethi When we sold to Nexon, they were based in Korea. 2 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 42:41 Fabrice Grinda Coupang is now the Amazon of Korea.
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.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 18:34 Daniel Graña Surely, surely Korea and Taiwan should not be considered emerging markets.
- ▶ 21:21 Daniel Graña If we already overweight Korea, overweight technology, overweight growth, then adding another Korea technology growth name has certain risk implications.
- ▶ 29:24 Daniel Graña You could point to a lot of Korean companies, for example, are that way. 3 times in the scene
- ▶ 40:41 Daniel Graña They do produce them in Korea, but the low and medium end phones are now produced out of Vietnam.
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 6:01 Virginie Morgon I've been working also in Asia, discovered, you know, Taiwan, Korea, Hong Kong, I wasn't even 20, so that has had influence as well, for sure.
- ▶ 40:23 Virginie Morgon If you don't have that vision of where you want to take the company, what build-ups, what new countries, what deal in China, what commercial partnership with Korea, what other businesses as a second engine of growth you want to build, so…
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 6:01 Marko Papic You can stay in Korea for a long time.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 22:34 Mathieu Chabran Singapore, then Korea, Japan.
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 11:09 Richard Lawrence Lawrence not to come back to Korea.
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 20:43 Michael Mauboussin Now, what's interesting for us sitting in the United States today is now we have a little bit of experience with what China did, what South Korea did, what Italy did, and so that's how you start to get some frames on how things might…
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 59:02 Doug Phillips He was stationed in Korea and Japan and England and spent part of his time at RCA up in Canada and Saskatchewan.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 11:15 Ana Marshall If you take the case of, like, Korean equities, why do they always trade at a valuation discount? 7 times in the scene
Joe Lonsdale – Entrepreneurship and 8VC (First Meeting, EP.09)
- ▶ 14:43 Joe Lonsdale One of my unfair advantages in starting Formation Eight was that my early partner, his family built LG in Korea.
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 30:28 Mike Novogratz Where Taiwan and Korea and Japan and India and Russia and everyone was buying into this decentralized story, this new...
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 38:51 Andrew Tsai Things like Japan, there's things like Korea. 2 times in the scene
- ▶ 45:50 Andrew Tsai We've seen this in Korea. 3 times in the scene
- ▶ 51:28 Andrew Tsai And that's why Korea, Japan, like all these things come from a big picture perspective important.
- ▶ 54:33 Ted Seides You mentioned Korea.
- ▶ 58:47 Andrew Tsai We have it in Korea and things like that.
- ▶ 1:00:45 Andrew Tsai That's where in places like Korea, where it's a huge equity market and you can count the number of good hedge funds on one hand. 2 times in the scene
- ▶ 1:03:31 Andrew Tsai And if you go back through all of our offsites and see kind of how the firm has pivoted over time, same DNA, same philosophy, same types of people, the things we're doing are different in terms of, you know, creating specific…
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 20:34 Anthony Scaramucci We've got an office in Korea, an office in Palm Beach, and an office in London.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 29:21 James Aitken To be able to trade exchange-traded Korean derivatives. 2 times in the scene
- ▶ 46:51 James Aitken And then, and only then, do you get into discussion of, ah, what was Singapore non-oil exports, or what's happening in Korea, or, or best of all, what are we learning from our portfolio companies?
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 26:09 Chatri Sityodtong Karate in Japan, Taekwondo in Korea, uh, Kung Fu in China, Sambo in Russia, Muay Thai in Thailand, Sea Light in Indonesia, Lithuania in Myanmar, the list goes on and on.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 11:45 Richard Lawrence No Thailand, no Indonesia, no Philippines, no Korea, of course, no China.
- ▶ 18:47 Richard Lawrence Indonesia, Thailand, Korea went down over 95% in dollar terms.
- ▶ 21:22 Richard Lawrence You know, and by, by 98, you know, all these markets had largely opened up, so we were traveling everywhere from Korea to Indonesia, and, you know, we weren't managing huge money, and so we had kind of the pick of the litter, anything we…
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- ▶ 1:11:20 David "Bull" Gurfein You can go out and you can, the, the Talmud right now is like one of the number one read books in Korea.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 32:38 Josh Brown Is South Korea emerging or is it developed?
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 12:42 Brett Barth You know, there were a handful of us covering, uh, we didn't cover Japan, but from Hong Kong, you know, from Korea to India to New Zealand and Australia.