Thailand, every mention
26 scenes · ← back to Thailand
tap a year for its mentions
every year anyone Ellen Ellison 7Chatri Sityodtong 6Richard Lawrence 5Rashmi Kwatra 5Rob Citrone 2Louis-Vincent Gave 2Tim Recker 1Thomas Haugaard 1Paul Salem 1Nick Rohatyn 1
Verbatim, from the transcripts: the passages where Thailand comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 30:08 Baroness Dambisa Moyo You've gone from a world where you can borrow cheap capital in New York and London, invest in Brazil or Thailand and generate returns and repatriate.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 59:21 Nick Rohatyn Long only equities in three single countries around the world, Turkey, Mexico, and Thailand.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 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
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 3:46 Thomas Haugaard You saw a lot of catching up in many of the Asian economies, including Thailand, Indonesia,
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 52:23 Eric Resnick They didn't decide they wanted to have experience in Europe or Australia or Thailand or Chile, wherever it might be.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 18:09 Rob Citrone We shorted a huge amount of Thai Bot before the 97 crisis in Thailand. 2 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 40:28 Louis-Vincent Gave In Thailand, you would look to the guys at the US Treasuries or the guys at the French Defense Department and think these are the guys that are top in their field.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 11:24 Ellen Ellison So, you grew up in Thailand in an ethnic Indian family with a highly entrepreneurial father. 6 times in the scene
- ▶ 19:09 Rashmi Kwatra And I sat across Print Tree Capital, talked to them about Thailand, talked to them about a company I liked in Thailand. 2 times in the scene
- ▶ 46:02 Rashmi Kwatra In Thailand, might also happen in India. 2 times in the scene
- ▶ 57:00 Rashmi Kwatra A lot of good news actually that comes out of these markets in the next several years, a lot of increased efficiencies, a lot of interesting companies that have had access to capital now listing on these markets, and I really feel like…
- ▶ 1:05:54 Ellen Ellison Indonesia, Thailand, and Vietnam, Bangladesh.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 20:10 Barry Sternlicht We've been all over the world, whether it's Thailand or Japan or Europe.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 46:24 Daniel Graña So I have a mask collection from Indonesia, Thailand, the Pacific Northwest and Africa.
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.
Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)
- ▶ 7:29 Paul Salem Like most smart people, I decided to go to Thailand with my girlfriend and go scuba diving, and I figured, ah, you know what, I'll figure something out, and we're diving all through the Pacific Ocean, went to a place called Palau in Truck…
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 6:16 Tim Recker Also worked in China, India, Philippines, Thailand, et cetera.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 8:39 Chatri Sityodtong I was raised in Thailand, and I, as a child, I lived in a very comfortable upbringing. 4 times in the scene
- ▶ 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.
- ▶ 44:49 Chatri Sityodtong I went to Thailand, brought Muay Thai world champions.
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.
- ▶ 21:12 Richard Lawrence So when you invested in Thailand, you invested in Thailand. 2 times in the scene
- ▶ 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…
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 13:34 Brett Barth There were places like Thailand and India where the companies were mostly family run.