Taiwan, every mention
13 scenes (2022) · ← back to Taiwan
tap a year for its mentions
every year 2022 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
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