Western world
5 statements across 2 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Apr 25, 2022 by Louis-Vincent Gave · said 41 times in 16 episodes since 2018 · across every show →
Mentions by year
brought up most by Marko Papic (10), James Aitken (8), Adam Rodman (7), Louis-Vincent Gave (5), Rashmi Kwatra (2), Leda Braga (2), Fabrice Grinda (2), Sandra Robertson (1)
tap a year for its mentions
2026 1 mention in 1 episode
2023 8 mentions in 2 episodes 4 per episode
2022 20 mentions in 6 episodes 3 per episode
- Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- every mention in 2022, scene by scene →
2021 4 mentions in 2 episodes 2 per episode
2020 6 mentions in 4 episodes 2 per episode
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
- Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- every mention in 2020, scene by scene →
2018 2 mentions in 1 episode
Everything said about Western world, oldest first
Apr 25, 2022 bullish
Apr 25, 2022 positive
Gave: Impartial rule of law is the West's greatest comparative advantage
“My starting point when I look at the world today is that the biggest comparative advantage the Western world has is the rule of law, is the fact that you can be brown, black, white, Chinese, Indian, it doesn't matter. You can be Hindu, Muslim, Jewish, Christia…”
Apr 25, 2022 bearish
Oct 10, 2022 bullish
Gave: Asian currencies and EM bonds will revalue against Western debt
“I think the next coming years, we're now entering a cycle of revaluation of Asian currencies, revaluation of emerging market bonds relative to those of the Western world. I think it started, and I think very few people are positioned for it.”