Ukraine, every mention
11 scenes (said by Ted Seides) · ← 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
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
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.
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.
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.
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…
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
- ▶ 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