Vietnam, every mention
31 scenes · ← back to Vietnam
tap a year for its mentions
every year anyone Daniel Graña 12Bruce MacDonald 10Ted Seides 7Ellen Ellison 7Jeremy Grantham 3Larry Siegel 2Julia Bonafede 2Ana Marshall 2Tom Russo 1Taimur Hyat 1
Verbatim, from the transcripts: the passages where Vietnam comes up
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 2:11 Ted Seides We discussed the principles of VCU's approach, including building a portfolio around secular tailwinds like India, Vietnam, gold, and artificial intelligence while maintaining abundant liquidity to act
- ▶ 32:09 Bruce MacDonald Within two years, he had stopped investing in China and pivoted his portfolio hard towards Vietnam. 3 times in the scene
- ▶ 37:57 Bruce MacDonald We're happy to take manager risk or the strategy risks where we're doing a lot in Vietnam or India, but we're not taking a lot of equity risk.
- ▶ 38:38 Bruce MacDonald Part of the thesis there was we have this Indian Vietnam exposure. 3 times in the scene
- ▶ 43:10 Bruce MacDonald As far as a competitive advantage, I'd throw Vietnam out there again. 2 times in the scene
- ▶ 56:10 Bruce MacDonald The current conflict in Iran is troubling from the perspective of our India and Vietnam exposure, so we're focused on that.
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 4:07 Rahul Moodgal People from New Zealand, Vietnam, Iceland, Russia, literally every continent reach out.
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 4:10 Dan Tannenbaum Immigration of people coming in from Vietnam and Laos and Cambodia, so it happened by the time I was in high school and I was in an urban public school where a lot of my classmates were from somewhere else, and that probably planted a bit…
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 33:09 Magnus Grimeland White Combinator's first investment in Vietnam was an antler company.
Neal Foard – The Art of Storytelling (Capital Allocators, EP.290)
- ▶ 49:13 Neal Foard America's never been like this, but they don't seem to remember what it was like back in 1969, back when the Vietnam War was tearing the country apart, and there was the Manson family and the Zodiac Killer, and they had assassinated…
Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
- ▶ 29:13 Ana Marshall I am probably more skeptical than most given that I invested in those markets in the nineties and therefore I get the supply chain argument and the moving of supply chain to Indonesia and Vietnam. 2 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 1:06:24 Ashvin Chhabra My mom is a brilliant and driven person, and she was a freelance journalist when I was growing up, and then she was the first journalist to enter Vietnam after the war.
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 40:36 Fabrice Grinda And by rest of the world, I mean like Vietnam, India, Nigeria, Kenya.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 46:26 Ellen Ellison Thailand, Vietnam, and India.
- ▶ 51:54 Ellen Ellison Macro comments relative to the fact that China is the elephant in the room in all these markets, and it can be a both a positive influence in terms of supply chain shifting into Vietnam, Indonesia, and other markets outside of China, or if… 4 times in the scene
- ▶ 1:05:54 Ellen Ellison Indonesia, Thailand, and Vietnam, Bangladesh. 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 18:40 Daniel Graña Surely Vietnam should be upgraded to emerging markets in the foreseeable future, but it hasn't been.
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
- ▶ 40:04 Daniel Graña I would say that Vietnam is one that I'm most excited about. 10 times in the scene
- ▶ 44:29 Ted Seides So if we look through to your portfolios, what types of exposures does that lend itself to in both Vietnam and Brazil? 6 times in the scene
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 12:57 Julia Bonafede I went to Vietnam before it was even open to the U S if you can believe that back then we really didn't go to Vietnam. 2 times in the scene
Bill Ford – General Atlantic (Manager Meetings, EP.03)
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. 3 times in the scene
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 47:04 John Toomey We've made some investments in places like Vietnam, but it's predominantly China where, for all the reasons that we all know about the size of the China market, the growth of the China market, we've had some of the largest exits.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 24:03 Taimur Hyat Places like the Philippines, Vietnam, Bangladesh, Mexico will gain as a result of that kind of second location as they scale back in China and scale up there.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 23:24 Larry Siegel The fastest growing economies in the world are India, Vietnam, Bangladesh, some in Africa,
- ▶ 45:31 Larry Siegel Right now we're in a little bit of a technological lull, but Vietnam isn't, Bangladesh isn't, China isn't, although they're having some short-term troubles.
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 9:00 Mike Novogratz They were all ex-Vietnam vets.
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 58:54 Charlie Ellis Vietnam is a pretty exciting place.