Ukraine, every mention
9 scenes (2023) · ← back to Ukraine
tap a year for its mentions
every year 2023 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
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.