Taiwan, every mention
39 scenes · ← back to Taiwan
tap a year for its mentions
every year anyone Ted Seides 12Richard Lawrence 6Marko Papic 6Louis-Vincent Gave 6Jeremy Grantham 5James Aitken 5Ben Hunt 4Daniel Graña 3Tom Lenehan 2Michael Mauboussin 2
Verbatim, from the transcripts: the passages where Taiwan comes up
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 56:18 Bruce MacDonald The geopolitical reshuffling that's happening, the current conflict that's happening, does that make it easier for China to invade Taiwan?
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 23:59 Alex Sacerdote We could possibly learn meeting with private companies, public companies, mega caps, chip companies in Taiwan, in the U S software companies, venture capitalists, you name it to put together the pieces and anticipate that we might not have…
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 48:20 Sanjay Ayer So you take that, you layer on China, the emerging competition you're seeing there in Taiwan and China,
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 52:04 Herb Wagner The significant geopolitical risk in Japan, what every market, they think about China, Taiwan, there's a lot of geopolitical risk. 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 29:58 Adrian Meli We think the base rate of getting that right is lower for us.
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 43:16 Eric Peters And then China needs to maybe stop focusing so much on Taiwan and figure out how to mend ways with the US.
Scott Bessent - Macro Maven (EP.415)
- ▶ 38:29 Scott Bessent You don't know when the Chinese Navy is circling Taiwan.
Ben Hunt - The Stories that Drive Markets (EP.393)
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 39:09 James Aitken I'll just say generally that the right size exposure to renminbi assets is zero, and perhaps that's something we should take up in another conversation ahead of the Taiwanese presidential elections.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 15:23 Louis-Vincent Gave They've massively outperformed in spite of all this bad news from China and foreign outflows and zero COVID and Taiwan invasion fears, et cetera.
- ▶ 21:22 Louis-Vincent Gave China's uninvestable because they might invade Taiwan tomorrow, and I don't believe that for a second, by the way, but who wants to take that political risk?
- ▶ 35:23 Louis-Vincent Gave Or do we go back to management by committee, in which case you massively crank down the level of political risk, and you make things like an invasion of Taiwan very unlikely?
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…
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 15:40 Louis-Vincent Gave What if tomorrow China does invade Taiwan?
- ▶ 22:06 Louis-Vincent Gave If I'm a rich Chinese guy and I own a bunch of real estate in Vancouver and London and wherever else, do I now worry that if tomorrow Xi Jinping decides to invade Taiwan, a decision on which I have no visibility, no control, and no… 2 times in the scene
- ▶ 44:19 Ted Seides oh, what does this mean about China's potential to invade Taiwan? 4 times in the scene
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 54:46 Tom Lenehan I could be totally wrong, but the risk of something happening with Taiwan. 2 times in the scene
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 36:24 James Aitken And what does this all mean for Taiwan? 4 times in the scene
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 24:45 Marko Papic With its wayward province, Taiwan, if they were to do that, there would be a risk that there would be an oil embargo, which would significantly curtail their ability to conduct military operations.
- ▶ 30:28 Ted Seides With Taiwan next door, Taiwan Semi has become the dominant chip maker in the world. 8 times in the scene
- ▶ 32:12 Marko Papic Taiwan is the number one question. 2 times in the scene
- ▶ 37:21 Marko Papic Their prerogative number one is to reunify with Taiwan. 3 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 11:07 Daniel Graña Taiwan, two thirds of the index is tech.
- ▶ 18:34 Daniel Graña Surely, surely Korea and Taiwan should not be considered emerging markets.
- ▶ 42:00 Daniel Graña The export driven economic model that was used by very successfully by Japan, then Korea, Taiwan, and now China, that is not going to be as easy to replicate going forward.
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.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 43:31 Jeremy Grantham You have Sri Lanka, Thailand, Taiwan, and Vietnam, and they have less than one person per million. 5 times in the scene
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 11:53 Richard Lawrence And I remember a guy from Taiwan called me up and he said, Richard, can you come up here?
- ▶ 30:30 Richard Lawrence For example, we have a company in Taiwan that has an eight million ton footprint. 3 times in the scene
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 22:37 Larry Siegel Japan's as big as China, within rounding error, and Taiwan, which is somehow not a country,
- ▶ 47:01 Larry Siegel And wants nothing other than to be able to buy a car or refrigerator, have some savings, perhaps own their apartment, live like Americans or Portuguese or the Southern Brazilians or the Taiwanese or whoever your role model is for a middle…
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...
Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)
- ▶ 21:04 Michael Mauboussin There's been really good work by Brad Barber and Terry O'Dean on this, and that's just institutions versus individuals, and there's a really nice vein of work showing that when institutions compete with individuals, institutions tend to do… 2 times in the scene
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 1:09:17 Andrew Tsai My dad, you know, who had come from Taiwan to get his PhD in St.
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- ▶ 17:51 Margaret Chen And it allowed me to build a business, so I should probably say that my parents, because they came here as immigrants, you know, built businesses, you know, so my dad came here with nothing, you know, from Taiwan, and he, when he got here,…
- ▶ 55:18 Margaret Chen I'm my parents from Taiwan.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 11:34 Richard Lawrence Taiwan was open.
- ▶ 27:04 Richard Lawrence That are now being resolved, and now we're, we're in the early stages where we're building blue chips, just like we're building blue chips in China now, the way we built blue chips in Thailand or Indonesia or, or Taiwan years ago, and, and…