United States, every mention
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tap a year for its mentions
every year anyone Ted Seides 451Louis-Vincent Gave 105James Aitken 85Marko Papic 65Rodrigo Bitar 46Manny Friedman 42Jeremy Grantham 32Brett Barth 28Raphael Arndt 26Larry Siegel 24
Verbatim, from the transcripts: the passages where United States comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 12:08 Lauren Hochfelder If I think back to 2000, the real estate private equity business was largely opportunistic closed on funds and U.S. pension fund capital.
- ▶ 20:14 Lauren Hochfelder We looked in particular at the Inland Empire, which is a market where all the goods came in from China to the U.S. consumer.
- ▶ 22:58 Lauren Hochfelder How AI is accelerating that, particularly here in this country, as a driver of demand.
- ▶ 35:35 Lauren Hochfelder Another space that we avoided and pulled back on pretty meaningfully was U.S. office pre-COVID. 4 times in the scene
- ▶ 36:41 Ted Seides In the U.S. office market, even talk about New York as we're sitting here, how has that settled out post-COVID?
Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)
- ▶ 26:03 Michelle Knudsen Bottom-up, fundamental, mostly U.S.-based corporate securities.
- ▶ 41:28 Michelle Knudsen It's the largest private university in the U.S.
- ▶ 1:09:33 Michelle Knudsen All of a sudden, I was surrounded by people from all over the country from different backgrounds, whether they were urban or rural or corporate experiences or military experiences. 2 times in the scene
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 11:05 Luis Laboy I remember vividly when we moved to the States, listening to conversations about the Iran hostage crisis back in the late seventies, and even the AD election with Carter and Reagan.
- ▶ 14:48 Luis Laboy Two years into my time at Dresner, I walked into his office and I told him I needed to move to the States.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 2:05 Ted Seides We explore the evolution of private credit in Australia and why it developed differently from the sponsor-backed lending market in the U.S.,
- ▶ 25:01 Frank Danieli We've done some with a bank and asset managers over here in the US.
- ▶ 25:28 Frank Danieli We have presence now here in the United States. 2 times in the scene
- ▶ 41:09 Frank Danieli We were fortunate when we were expanding our US presence that happened to coincide with the time when there was the regional banking crisis. 5 times in the scene
- ▶ 44:39 Ted Seides How's the most relationship evolved from the early days to building the asset manager to now also participating in the U.S.?
- ▶ 45:33 Ted Seides I'd love to get your perspective on the noise that you see around private credit happening, particularly in the US and some of the structures in place. 2 times in the scene
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 10:30 Baroness Dambisa Moyo The United States is in the crucible because it's so amazing what has been accomplished in 250 years. 2 times in the scene
- ▶ 12:03 Baroness Dambisa Moyo People from outside who try these things, more China, more U.S., 4 times in the scene
- ▶ 17:04 Baroness Dambisa Moyo It's as true as the difference between the U.S. and China or the U.S. and Bhutan as it is the U.S. and Britain. 3 times in the scene
- ▶ 24:26 Baroness Dambisa Moyo In the United States, in particular, it's quite surprising that these companies are there doing bad stuff, whatever it may be.
- ▶ 29:12 Baroness Dambisa Moyo You're hired to be the CEO of Company X when the world is globalized and the U.S. and China get along.
- ▶ 43:31 Baroness Dambisa Moyo It's more U.S. focused. 5 times in the scene
- ▶ 51:41 Baroness Dambisa Moyo I now have come to the realization that it's a hard perch, high hurdle to leave the U.S., take my one marginal dollar and invest in country X in the emerging markets and expect a competitive risk-adjusted return. 2 times in the scene
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 23:17 Pat Dorsey Another one, which is less common in the U.S., but more common outside the U.S., is conflating the business and the person. 2 times in the scene
- ▶ 43:13 Pat Dorsey Historically, about 30, 40% of our portfolio has been outside the U.S., but we're a bunch of folks raised in the U.S. and in Chicago. 2 times in the scene
- ▶ 44:06 Ted Seides How do you think about the relative merits of a company inside the U.S. where you understand the structure, understand the culture, and businesses outside the U.S.? 10 times in the scene
- ▶ 46:08 Ted Seides As you walk through this, it sure sounds like non-US could be in the Buffett too hard pile. 4 times in the scene
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- ▶ 53:50 Nicholas (Nick) Csicsko Managing tilts has everything to do with starting with a risk framework around what would we accept in terms of over underweight the US, over underweight something.
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- ▶ 34:30 Abigail Wattley 20 11 when the U.S. got downgraded.
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 14:17 Jonathan Wang Actually, if you go back all the way to 1987, which is as far back as you updated, you can see that demand for hotel rooms across the U.S. has grown at just about two percent a year.
- ▶ 28:22 Jonathan Wang The worst performing hotel market in the United States from 2007 to 2019 was New York City.
- ▶ 54:07 Jonathan Wang Another thing that's dramatic is up until 2019, the U.S. was an importer of travel. 6 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 9:48 Rajiv Jain That's when I thought about coming to US, because there was no real industry at that point in India. 3 times in the scene
- ▶ 16:36 Rajiv Jain Then institutions came later in U.S.
- ▶ 20:29 Rajiv Jain If you're running a U.S. book in nineties, it was one way speed till 2000 came along. 2 times in the scene
- ▶ 40:32 Rajiv Jain But the regulated utilities, we've got Brazil, US, Europe, Asia. 2 times in the scene
- ▶ 41:42 Rajiv Jain In October, this whole thing heated up between US and China, the restrictions, and the stocks went free-fall.
- ▶ 46:10 Rajiv Jain Cigarette volume has been declining at seven, eight percent in US. 2 times in the scene
- ▶ 48:39 Rajiv Jain But for some reason, I have very bad record in Brazilian banks or U.S. banks. 2 times in the scene
- ▶ 52:28 Rajiv Jain 20% in memory names in U.S.
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 21:20 Eric Brooks For post-secondary schools here in the US.
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 56:45 John Kim (Kimmer) Secretary of State of the United States, third most powerful position. 2 times in the scene
Making Mistakes – Josh Steiner (EP.502)
- ▶ 16:12 Josh Steiner Society, especially here in the United States, is awesome about failure.
- ▶ 39:44 Josh Steiner Or I need to understand or see opportunities in Europe as well as the United States.
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP (EP.499)
- ▶ 8:54 Alex Sloane We were the biggest in the country.
- ▶ 13:36 Alex Sloane Was that there was a massive opportunity to invest in fragmented markets, high quality businesses behind this baby boomer generational transition, 10 trillion of assets or so set to change hands over the next two decades, where we could…
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 0:10 Rodney Comegys For those, you're just trying to get from the largest security in the US to the smallest one that you can invest in. 2 times in the scene
- ▶ 2:05 Ted Seides Including concentration in U.S. equities, corporate governance, private assets, and AI. 2 times in the scene
- ▶ 13:12 Rodney Comegys If you think about those investors that I talked about wanting to serve your mom and pop investors in mainstream America,
- ▶ 16:26 unnamed speaker For those, you're just trying to get from the largest security in the U.S. to the smallest one, 2 times in the scene
- ▶ 28:10 Rodney Comegys I have roughly 30 people here in the U.S. 4 times in the scene
- ▶ 30:17 Rodney Comegys Over on the other side, our SE team, or strategic equity team, they're running size and value growth sector funds for U.S. investors. 3 times in the scene
- ▶ 33:38 Ted Seides Irrespective of the benchmark you used, for a long time we've had shrinking number of public companies, particularly in the U.S. 5 times in the scene
- ▶ 48:35 Rodney Comegys He said, we're going to be the best ship in the Navy every day because we have a mission to do on behalf of the United States.
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 16:34 Joel Holsinger But if you thought of what that surgical center would cost in the U S you're probably talking 50 to a hundred million dollars.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 14:12 Bruce MacDonald That whole class was just studying Friedman and Schwartz monetary history of the US, which if you're trying to understand historical parallels, it's a great background for investing.
- ▶ 16:53 Bruce MacDonald You quickly picked up on the fact that the US always seemed to lead interest rate cycles.
- ▶ 31:16 Bruce MacDonald You could see some of the political winds changing in the U.S. in regards to its relationship to China. 3 times in the scene
- ▶ 36:29 Bruce MacDonald We view it as there's a huge part of the portfolio that just needs to be generic US equity risk. 5 times in the scene
- ▶ 39:51 Bruce MacDonald A secular theme that evolved that as we saw, again, the political environment change in the US, the economic environment change, the geopolitical environment change, the secular case for gold solidified as time went on.
- ▶ 48:19 Ted Seides It feels like today there's either a lot of simmering or a lot of burning across a lot of areas, private equity, private credits, and emerging markets, U.S.,
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 11:42 Jeremy Grantham Incidentally, the ACRO engineering, which went bust, had this interesting twist to it that when I came to America, I sold it to my mother.
- ▶ 27:58 Jeremy Grantham Now we'd be thrilled who wouldn't be with two or three percent outperformance, but we were having 11, 12% several years in a row in international value and U.S. value and all of these major funds that we ran.
- ▶ 30:00 Jeremy Grantham A bigger bubble statistically than any stock market bubble in America. 2 times in the scene
- ▶ 36:43 Jeremy Grantham We made it very clear that US stocks are not the thing to own. 5 times in the scene
- ▶ 39:22 Jeremy Grantham I developed a singular rule that only has occurred four times in U.S. history.
- ▶ 51:03 Jeremy Grantham At the top of the housing bubble, which had never anything like that had occurred in American history, a three sigma event, much worse than any stock market event, including, in terms of its unlikeliness, it took Greenspan and Bernanke… 4 times in the scene
- ▶ 1:10:10 Jeremy Grantham If the young people leave to go to, say, the U.S., which is less bad, they make the less bad ones a bit better, and they make the bad ones much worse, so that very quickly, they have to pass a law that you can't leave.
- ▶ 1:17:54 Jeremy Grantham You find a few in England, all extreme right-wing libertarians, and you find a small army in the US, but that's it. 2 times in the scene
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 22:53 Ryan Lovell Corporate actions for the United States equity and fixed income market is crazy.
- ▶ 29:53 Ryan Lovell We're entering, let's say, the glory years of finally having clarity where the United States is a leader. 2 times in the scene
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 11:05 Ed Grefenstette If you're talking specifically within the US, there's this AI thing.
- ▶ 21:02 Ed Grefenstette The U.S. right now, because these positions have become quite large.
- ▶ 26:39 Ed Grefenstette Private unicorns in the U.S. have not raised capital since 2021, I think, or 22.
- ▶ 46:41 Ed Grefenstette But I think most USLPs, given that added complexity and given pressure from their investment committees to avoid headline risk, have just put pencils down. 3 times in the scene
- ▶ 50:17 Sean Warrington They will have an ecosystem that looks different than the U.S. 2 times in the scene
- ▶ 53:18 Sean Warrington We have not pushed hard to get outside of the U.S., at least in venture, outside of China. 4 times in the scene
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 7:18 Bobby Jain Very excited to be in America. 3 times in the scene
- ▶ 12:33 Bobby Jain Then if we're doing it in the US, why don't we do it in Europe and Asia?
- ▶ 41:24 Bobby Jain You have a lot more going on in Asia trying to do that from the U.S. through the U.S. news filter. 2 times in the scene
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 1:39 Ted Seides My guest on today's show is Stephen Gilmore, the Chief Investment Officer of CalPERS, which at six hundred billion dollars is the largest public pension fund in the U.S. and one of the largest institutional pools of capital in the world.
- ▶ 19:55 unnamed speaker I went from New Zealand, I ended up working in the UK, then working in the US,
- ▶ 27:42 Stephen Gilmore In our case, it's US treasuries. 2 times in the scene
- ▶ 42:12 Ted Seides And in the public pensions in the US, typically the people serving on the boards do not come from finance backgrounds.
- ▶ 51:28 Stephen Gilmore Right now, a lot of those entities, asset owners outside the US, are conscious of the great exposure they have to US assets because of the size of the US capital markets, the performance of the US equity market, and so on. 5 times in the scene
- ▶ 56:49 Ted Seides Oftentimes, when you think of a public employee seat in the US, it's very prestigious, it's a big seat, may not pay that much.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 12:51 Ted Seides Having seen that model so long ago, and it's a model certainly in the US that's taken over some of the largest public asset managers.
- ▶ 17:30 Brendan O'Connor It's a safe environment for them to deploy capital that's giving them a return series, probably very diversifying to the return series they get in the US, Canada, Europe. 2 times in the scene
- ▶ 20:40 Brendan O'Connor You've seen some of that in terms of some of the deals announced between Australia and the US in terms of getting access to rare critical minerals.
- ▶ 28:16 Brendan O'Connor You've probably seen a diaspora of Australians around the US, Europe, certainly in London, going off in Hong Kong, Singapore, wanting to go and apply their trade and learn, and hope to succeed at some of the world's largest financial… 2 times in the scene
- ▶ 36:34 Brendan O'Connor That company has seen some wonderful investments that have ultimately gone on to create big businesses in the States.
- ▶ 49:54 Brendan O'Connor Far easier door opening opportunities, particularly from an offshore perspective, when we're talking about marketing in Asia, the US, or the Middle East around demonstrating, hey, here's Regal Partners.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 17:09 Jonathan Lewinsohn If I had barged into your home in the middle of the night three years ago and shaken you from a slumber and said, Ted, there's a recession coming in the U.S., but you must own something in corporate credit.
- ▶ 22:13 Jonathan Lewinsohn We all know that the US is a major producer of hydrocarbons.
- ▶ 25:25 Jonathan Lewinsohn We think it's been too hard for us, but this is America.
- ▶ 29:26 Jonathan Lewinsohn Part of the reason we've been more bullish on the economy than some others over the last few years is the U.S. consumer and the corporate have been historically under levered.
- ▶ 30:54 Jonathan Lewinsohn Housing is a fun one because the U.S. has a large housing market, about a hundred and fifty million units for a big country, and we've been frozen. 4 times in the scene
- ▶ 44:04 Jonathan Lewinsohn They'd be all over the US if we weren't having geopolitical reasons not to allow them in.
- ▶ 47:10 Jonathan Lewinsohn We have decided in the United States that every four to eight years, we want to take a 180 degree turn in our policies in terms of who runs the country and what they support, which is 4 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 0:58 Nick Rohatyn Competing with the U.S. leveraged private equity industry.
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