Western Europe

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 17, 2023 by Seth Klarman · said 18 times in 15 episodes since 2019 · across every show →

Mentions by year

brought up most by Seth Klarman (3), David Druley (2), Tushar Jain (1), Tom Steyer (1), Rob Citrone (1), Nick Rohatyn (1), Mathieu Chabran (1), Josh Friedman (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482) Jan 22, 2026 · 1 mention · from 1:00:42
every mention in 2026, scene by scene →

2024 3 mentions in 3 episodes 1 per episode

David Morehead – Top Down Allocation at Baylor (EP.381) Apr 22, 2024 · 1 mention · from 15:24
Blythe Masters - Fintech Innovation at Motive Partners (EP.376) Mar 25, 2024 · 1 mention · from 30:50
Brad Jacobs – Masterclass on Leadership and Management (EP.368) Feb 12, 2024 · 1 mention · from 1:08:54
every mention in 2024, scene by scene →

2023 4 mentions in 2 episodes 2 per episode

Seth Klarman – Timeless Value Investing (EP.328) Jul 17, 2023 · 3 mentions · from 1:01:15
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300) Mar 6, 2023 · 1 mention · from 43:26
every mention in 2023, scene by scene →

2022 2 mentions in 2 episodes 1 per episode

Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263) Jul 25, 2022 · 1 mention · from 48:17
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261) Jul 11, 2022 · 1 mention · from 16:08
every mention in 2022, scene by scene →

2021 3 mentions in 3 episodes 1 per episode

Jamie Montgomery – March Capital (Manager Meetings, EP.26) Dec 30, 2021 · 1 mention · from 35:22
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20) Nov 18, 2021 · 1 mention · from 1:02:05
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203) Jul 12, 2021 · 1 mention · from 31:55
every mention in 2021, scene by scene →

2020 1 mention in 1 episode

Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23) Oct 12, 2020 · 1 mention · from 34:05
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2019 4 mentions in 3 episodes 1 per episode

David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106) Aug 19, 2019 · 2 mentions · from 41:49
Jon Wertheim – Sports and… (Capital Allocators, EP. 102) Jun 17, 2019 · 1 mention · from 17:55
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96) Apr 22, 2019 · 1 mention · from 44:45
every mention in 2019, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Western Europe, oldest first

Jul 17, 2023 neutral

Opinion

Klarman: Western Europe Does Not Require Significant Risk Premium Over US

“The vast majority of our investments are US and Western Europe, and I don't know that Western Europe needs particularly significant risk premium over the US.”

Seth Klarman Jul 17, 2023 ▶ 1:02:38 Seth Klarman – Timeless Value Investing (EP.328)

Feb 12, 2024 bullish

Assertion Supported

Jacobs: Building products distribution is an $800B market in North America and Western Europe

“It's eight hundred billion dollars in size between the geographies I'm going to focus in on, which are North America and Western Europe. I'm talking about building products distribution.”

Brad Jacobs Feb 12, 2024 ▶ 1:08:54 Brad Jacobs – Masterclass on Leadership and Management (EP.368)

Western Europe

Mentions by year

Everything said about Western Europe, oldest first

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