Spain, every mention
25 scenes · ← back to Spain
tap a year for its mentions
every year anyone Jonathan Tepper 8Raphael Arndt 4Ted Seides 2Ross Israel 2John Pfeffer 2Howard Smith 2Erik Serrano Berntsen 2Adam Fisher 2Tony Yoseloff 1Tom Lenehan 1
Verbatim, from the transcripts: the passages where Spain comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 48:36 Rajiv Jain For example, somebody being very good at Spanish banks,
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 18:00 Raphael Arndt When I was running infrastructure, we were looking at a toll road opportunity in Spain just after the financial crisis. 2 times in the scene
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 11:19 Michael Ovitz He was gonna sell the building and all the inventory and move to Spain, and I talked him out of it, and now he's flourishing again, but he even said to me at lunch, I can't believe you talked me into this, and you were right.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 10:58 Ted Seides So take me back to how did your family end up in Spain? 2 times in the scene
- ▶ 15:48 Jonathan Tepper And the peak of deaths in Spain was 95, and at first, some people were so ashamed to have it that people were HIV positive, but you didn't know that, and so it was only later, as numbers started growing, that my parents were encouraging…
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
- ▶ 27:35 Michael Leffell So if somebody brings us an opportunity in Spain, I'm less likely to jump on it than if somebody brings us an opportunity to redevelop garden apartments in South Carolina.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 11:31 Chris Sacca I went to Canada frequently because we could literally see it from our house, so Canada was a big part of our life, and I sold a bunch of candy bars to make it to Spain on an eighth grade trip once.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 32:07 Tony Yoseloff You need people who have language skills and local relationships in France and Germany and Spain and Italy.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 16:38 David Abrams Meaning, when you're talking to a bank in Spain, or a bank in Ireland, and they have an array of problems in their balance sheet, we were presenting holistic solutions.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 6:23 Howard Smith We were fortunate enough to be able to travel to places like France and Spain on summer trips during school holidays, so I was very immersed in foreign cultures from a young age, and I think I picked that up from my parents, and when I was…
- ▶ 10:31 Howard Smith It used to work in France and Spain, but it didn't work in Tokyo in those days.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 48:35 Josh Friedman We know the difference between working on a bankruptcy or a distress situation if things go in the wrong direction in England versus France versus Spain versus Italy, et cetera.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 37:49 Louis-Vincent Gave Last time, if you go back to the last time food and energy prices went through the roof in 2011, you basically had the whole of Southern Europe that went bust, Greece went bust, Italy and Spain almost went bust, and of course you had the…
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
- ▶ 5:23 Erik Serrano Berntsen I grew up in Spain. 2 times in the scene
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 50:25 Dominic Garcia I don't know if you've seen this, about the spiritual journey of doing the pilgrimage of Santiago in northern Spain, and getting to your, uh, your spiritual IQ, and I really appreciate those.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 24:30 Mathieu Chabran So is, you know, Madrid, Spain.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 41:42 Adam Fisher A lot of people wanted to buy Italian and Spanish bonds during that period of time to express that view. 2 times in the scene
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 36:06 Greg Fleming We just had some clients and prospects on a visit that they set up, and we talk to them regularly at Amazon in Spain looking at some of their fulfillment plants.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 5:46 Jonathan Tepper And they moved to Spain in the 19 eighties, and they started working with heroin addicts, because Spain had one of the highest rates of heroin use in Europe. 4 times in the scene
- ▶ 10:38 Jonathan Tepper And I thought the Euro was an incredibly stupid idea because, you know, I was looking at the correlation of employment shocks with Netherlands and Germany and Spain and Germany, and the sort of core periphery issues quite were already…
- ▶ 20:17 Jonathan Tepper So when we started out, the first big report that we wrote, I wrote that one, and it was called Spain, a hole in Europe's balance sheet, and it was essentially laying out the path ahead for Spain and part of the periphery. 2 times in the scene
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 17:58 Raphael Arndt When I was running infrastructure, we were looking at a toll road opportunity in Spain just after the financial crisis. 2 times in the scene
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 10:09 John Pfeffer No one's doing it at scale in Europe, and so the idea is to try to build that business, and we started in Spain. 2 times in the scene
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 19:38 Ross Israel The most challenging deal was we bought into a Spanish ports concessionaire company with a family, and, um. 2 times in the scene
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 42:41 Tom Lenehan Credit in Spain.