Ukraine, every mention
59 scenes · ← back to Ukraine
tap a year for its mentions
every year anyone Marko Papic 24Ted Seides 16Louis-Vincent Gave 16James Aitken 7Rob Citrone 4Paula Volent 3Thomas Haugaard 2Josh Friedman 2Jon Harris 2Tom Lenehan 1
Verbatim, from the transcripts: the passages where Ukraine comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 53:32 Baroness Dambisa Moyo It's a second bite at the apple from being in university, even first year of university, where you are buzzing with people with lots of different ideas who are trying to address the same issue, whether it's assisted dying or Ukraine or the…
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 11:07 Eric Brooks After graduating from business school, I spent some time in Eastern Europe in the mid to late nineties, ran around Ukraine and Kazakhstan and Russia and the Baltics,
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 8:28 Joel Holsinger We'd set it up initially to global health, partly inspired by my mom and my grandmas, partly inspired by my dad, who was going to India in the seventies and doing trips there in South Sudan until about three or four years ago, and Ukraine…
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 54:37 Bobby Jain Ukraine was a real event.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 53:02 Jonathan Lewinsohn You got the war in Ukraine.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 26:17 Louis-Vincent Gave It's taken the lessons from the failed Ukraine war, and it's come to the conclusion, look, we actually can't protect power that far. 2 times in the scene
- ▶ 1:03:12 Marko Papic Once the news becomes less negative, that's all the market needs, even though you yourself are still very concerned about people dying in Ukraine, people dying in hospitals from COVID, and so on and so on.
Scott Bessent - Macro Maven (EP.415)
- ▶ 49:43 Scott Bessent That you're going to have a Russia-Ukraine kind of day, which seemed unimaginable, that Russian equities would go down 95% in a day.
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 57:29 Dan Tannenbaum So when Russia had invaded Ukraine and the cost of oil was going up for everyone and India's a net,
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 34:42 Jonathan Tepper For example, 22 Russia invaded Ukraine, and interest rates were going up, oil was going up, a lot of high quality European names were on sale, and we didn't buy the exact bottom.
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 14:50 Thomas Haugaard Russia is out of the asset class as well, given sanctions and the war on Ukraine.
- ▶ 33:53 Thomas Haugaard Covid was the first unprecedented shock, and then very tragically, we now also have wars back in terms of the overall global market picture with Russia invading Ukraine and geopolitical risks elevated in many places.
Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
- ▶ 51:59 Marlene Puffer But to translate that into how we actually manage the portfolio, I don't think anybody was able to really foresee the implications of the war in Ukraine and how that affected energy markets until it happened.
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 54:52 Marc Lasry Those planes, at the time of the Ukraine war, were taking passengers from Turkey to Moscow.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 20:19 Adam Rodman And the current tensions between Russia and Ukraine have created a real bifurcation in that market, which will have ripple effects for many, many, many years.
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 42:42 Ted Seides After what happened this year in Ukraine, there's more of an understanding that we can't just shut off fossil fuels in the path to transition. 3 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 43:29 Dan Ivascyn We didn't talk about geopolitics, but it's very hard to get comfortable with traditional scenario analysis where you have the Russian troops massing across segments of the Ukrainian border.
Brian Philpot – Financing Farmers at AgAmerica (Capital Allocators, EP. 296)
- ▶ 32:20 Brian Philpot I mean, you think about the other areas that produce a lot of food, uh, you've got the Ukraine, you have South America that's having drought.
Carol Geremia - Creating Long-Term Value for (almost) 100 Years at MFS (Capital Allocators, EP. 287)
- ▶ 26:38 Carol Geremia There's no question, and I've been around, I literally have been around the world in the past 90 days, and obviously everybody's talking about how much confusion they're feeling, the pressure of what is happening, the war in Ukraine, the…
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 4:24 Ted Seides He came on the show earlier this year to discuss the conflict in Ukraine, and that conversation is replayed on the feed.
- ▶ 30:30 Louis-Vincent Gave You've definitely seen following the invasion of Ukraine by Russia, the Western world weaponized their financial systems against Russia.
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 22:35 Matt Brown You know, of course, we've had Russia invade Ukraine.
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
- ▶ 34:50 Jon Harris The drones, Ukraine has really opened up a lot of people's eyes. 2 times in the scene
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 24:31 Ted Seides Now you have the war in Ukraine and all of a sudden the institutions realize, well, we need oil.
Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
- ▶ 14:31 Rodrigo Bitar In the Russia-Ukraine war, although it's a terrible thing, has been positive for Venezuela because you need countries who can produce extra oil to get Europe and the US out of Russian oil.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 48:56 Josh Friedman The energy situation is complex, a change of regime in the UK, the war in the Ukraine.
- ▶ 50:22 Josh Friedman Since then, a lot of other things have happened, including what's gone on with Russia and the Ukraine, including what's happened with additional shutdowns in China, which prevent the supply chain from reacting the right way.
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
- ▶ 49:42 Mario Giannini The Russian invasion of Ukraine is certainly going to make Europe far more aware of moving away from fossil fuels.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 25:24 Rob Citrone One is what happens in the Ukraine-Russian war, which I still think remain a quagmire, unfortunately, but
- ▶ 32:46 Rob Citrone Well, I think Europe is in serious trouble, and this Ukraine-Russian situation has just made it worse. 2 times in the scene
- ▶ 36:13 Rob Citrone The amount of contacts and insight and things that I have, whether it be Ukraine, Russia, or China, or the US even, Argentina, Brazil, Turkey, it's pretty phenomenal.
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 26:07 Diogo Monica It's a very different product and attacker model before the invasion of the Ukraine.
Sam Zell – Common Sense and Uncommon Profits (Capital Allocators, EP.253)
- ▶ 44:27 Ted Seides In addition to this period of inflation that's coming, there's a lot of questions around emerging markets, given what's happened recently in Ukraine and Russia and China, and we love your view on how to think about investing in emerging…
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
- ▶ 40:00 Ted Seides Now we have discovery with what's happened in Ukraine of the need for fossil fuels, even in energy transition.
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 16:46 Paula Volent I want to talk to another one of your very smart hires, Wei Lu, who is probably one of the most in the forefront of identifying opportunities in China, and you have an office in Shanghai, and I love reading his insights because I think…
- ▶ 33:03 Paula Volent I think that thing in Ukraine with the infrastructure of Europe was depending on Russia. 2 times in the scene
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- ▶ 41:48 Greg Dowling I was just recently meeting with a few private equity managers who were talking about their portfolio companies, and we were talking about the same question, and it was uncanny because all of them said they were talking to these crossover…
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 4:32 Ted Seides He recently penned CYA as a guiding principle, dissecting the consequences of Western government responses to Russia's invasion of Ukraine.
- ▶ 5:15 Ted Seides This is the first time I've had you on the show, so I thought maybe it'd be helpful to give a little context before we dive in on the Ukraine situation, and why don't you just start with your background and what it is you do, how you got…
- ▶ 10:34 Louis-Vincent Gave I think we're seeing exactly, of course, the same thing with the Ukraine situation. 2 times in the scene
- ▶ 15:10 Louis-Vincent Gave And so, and I've had this discussion since the Ukraine invasion, and this measure was announced with a lot of clients, and the pushback is always, well, if you follow international law, then you don't have anything to worry about.
- ▶ 30:41 Louis-Vincent Gave My starting point is before the Ukraine war started, before Ukraine invasion started, we were already entering into an energy crisis. 2 times in the scene
- ▶ 37:23 Louis-Vincent Gave The first one, of course, is the immigration from Ukraine, which is understandable. 5 times in the scene
- ▶ 44:37 Louis-Vincent Gave This Ukraine invasion has shown that invading a country is not easy. 3 times in the scene
Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)
- ▶ 54:50 Tom Lenehan Given the response of the Western allies and NATO to Ukraine and to Russia, perhaps that has maybe changed the calculus a bit as it relates to what's going on in Taiwan.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 4:06 Ted Seides Today's show is another special episode discussing the situation in Ukraine. 2 times in the scene
- ▶ 7:48 James Aitken It seems a growing number of investors realize the seriousness of the situation we face today, and the desire of minimizing their maximum regret over getting this Ukraine situation wrong.
- ▶ 10:32 James Aitken And that's the dilemma quite a few people are facing right now, but if in doubt, if you're engaging in the minimax regret strategy, and you think this Ukraine situation could drag on, you just hit a bid, and it's a really tricky one.
- ▶ 25:00 James Aitken So of course, perhaps by the end of this year, we unclog some of these supply chain bottlenecks, although it's less likely if the Ukraine situation extends. 5 times in the scene
- ▶ 35:56 Ted Seides So we've been talking about a lot of the strategic implications of what's happening in the Ukraine and the energy markets on rates on some of the other markets around the world.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 4:12 Ted Seides Russia's actions in Ukraine last week could be a tipping point for one of those events. 2 times in the scene
- ▶ 5:02 Ted Seides We don't do a whole lot of these, but obviously with the events that have transpired in the Ukraine, there's a lot of thoughts going on about political uncertainty and what that means, and I'd love to just open it up to you and ask, as… 2 times in the scene
- ▶ 7:50 Marko Papic Ukraine's military capacity. 3 times in the scene
- ▶ 9:43 Marko Papic The most important constraint, first and foremost, is that Ukraine is a very large country, larger than UK and Germany put together. 7 times in the scene
- ▶ 18:10 Marko Papic In other words, you have to go and fight for Ukraine's membership in the Western sphere of influence.
- ▶ 20:30 Marko Papic And the reason for that is the Fed is pretty hawkish and Ukraine, Russia tensions could dissipate. 2 times in the scene
- ▶ 32:14 Marko Papic What's happening in Ukraine leads to Taiwan. 10 times in the scene
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 28:59 Jeff Hausenbold Be it in Canada or the Ukraine or China or other places.