Western world, every mention
27 scenes · ← back to Western world
tap a year for its mentions
every year anyone Marko Papic 10James Aitken 8Adam Rodman 7Louis-Vincent Gave 5Rashmi Kwatra 2Leda Braga 2Fabrice Grinda 2Sandra Robertson 1Rob Citrone 1Kiyan Zandiyeh 1
Verbatim, from the transcripts: the passages where Western world comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 9:10 Baroness Dambisa Moyo It's fascinating to me in the emerging markets where 90% of the world's population lives, that a lot of the things we worry about in the West, AIs are going to get rid of jobs, somehow can pass
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 10:11 Kiyan Zandiyeh And what that effectively meant was that all the business models that we had become accustomed to in the more developed world or the Western world
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 16:00 Adam Rodman But what was interesting about the market and what was being priced in the market, this was a time when we were planning to shut 30% of nuclear generation in the Western world. 2 times in the scene
- ▶ 20:51 Adam Rodman Yeah, so, especially in the geopolitical climate that I just outlined, reliable Western sources of uranium becomes incredibly important. 3 times in the scene
- ▶ 23:06 Adam Rodman And very quickly, through lifetime extensions in the West, China's build policy advanced, you know, the Russian war went into tight supply, and prices have gone up in advance.
- ▶ 23:42 Adam Rodman 45, 47% of it has been run by Russia's Rosatom, Tenex, and you hadn't seen them direct sanction yet, mostly in our opinion, because to do so overnight, we will cripple the Western nuclear fuel markets.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 30:30 Louis-Vincent Gave You've definitely seen following the invasion of Ukraine by Russia, the Western world weaponized their financial systems against Russia. 2 times in the scene
- ▶ 31:44 Louis-Vincent Gave On the one hand, your asset prices are lower, but the money you have to pay out keeps on accelerating, and this at the worst possible times when you're getting more and more old people all across the Western world.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 26:23 Rob Citrone I really think that we're in a process of moving to a massive cold war of the West against China and Russia.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 9:33 Louis-Vincent Gave And I fear that this is increasingly how policy gets done in the Western world.
- ▶ 43:50 Louis-Vincent Gave When I look at the shift, the structural shifts that are undergoing in the world, the Western world basically doing everything it can to undermine
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 32:53 James Aitken I'm not sure that's an upgrade from the rule of law as we understand it in the West.
- ▶ 37:19 James Aitken The economic cost of the West self-sanctioning from renminbi assets, Chinese supply chains on the Chinese economy, you must be kidding me, because there's a huge cost to pay. 3 times in the scene
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 8:59 Marko Papic What that means is that the consequences in the tit for tat between Russia and the United States in the West would get really bad. 2 times in the scene
- ▶ 10:20 Marko Papic And it's something that here in the West, we don't really take time to unravel, which is the complicated demographics of Ukraine. 2 times in the scene
- ▶ 25:28 Marko Papic Because in 2008 and 2009, the West just tapped out, just said, look, we're going to deal leverage for the next decade.
- ▶ 31:01 Marko Papic What I think is a more interesting question is how does the West's national security prerogative for redundancy impact Taiwan?
- ▶ 32:26 Marko Papic I also think that if I was sitting in Beijing as a policymaker, I wouldn't be looking at West's response. 2 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 1:01:45 Fabrice Grinda When every purchase we make in the West today, there's a 1.5% Visa MasterCard tax on our payment system.
- ▶ 1:08:00 Fabrice Grinda Regardless of the circumstances, I mean, by virtue of the fact that we live in the West today, we are amongst the most privileged people in the world.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 14:15 Rashmi Kwatra We think today, and maybe growing up, you know, my age in the West, Warren Buffett was still kind of an iconic, and children had been introduced to investing, but in Asia, not as much. 2 times in the scene
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 41:48 Leda Braga China needs the West to prosper and in order to grow further. 2 times in the scene
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 32:22 Marko Papic China's kind of not doing that, because the West learned from the last cycle that austerity was implemented too soon. 2 times in the scene
Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
- ▶ 37:11 Sandra Robertson Most people have them, and you know, one of our, I'll go through two of our sort of enduring themes, and one, one is really the, the shift from the West to the East in the terms of consumption, and watching that over the last 10 years, and…
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 34:19 Eric Peters We haven't had to confront that in the West because we've had an actual curve.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 39:17 James Aitken We studied what went wrong in the West. 2 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 57:17 James Aitken But what's interesting over the past, say, three to six months, is to observe and to work with clients who are picking Chinese stocks on shore, and to notice how Chinese equities seem to be slowly more aligned to what we in the West might… 2 times in the scene