Xi Jinping

7 statements across 6 episodes · 1 bullish · 4 bearish · 4 people on the record · first statement Apr 25, 2022 by Louis-Vincent Gave · said 33 times in 12 episodes since 2018 · across every show →

Mentions by year

brought up most by Ted Seides (8), Louis-Vincent Gave (7), James Aitken (7), Rob Citrone (4), Scott Bessent (2), Sean O'Sullivan (1), Marko Papic (1), Jordi Visser (1)

tap a year for its mentions
0013325620182019202020212022202320242025episodesmentions
03620182019202020212022202320242025episodes it came up in
00234620182019202020212022202320242025episodesmentions per episode
2025 5 mentions in 3 episodes 2 per episode
2024 2 mentions in 1 episode
2022 21 mentions in 6 episodes 4 per episode
2021 1 mention in 1 episode
2018 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Xi Jinping, oldest first

Apr 25, 2022 negative
Opinion
Gave: Russia's Ukraine struggles deter China from invading Taiwan
“And I would say that the sanctions that Russia has been hit by, the struggle that their army has had, if anything, it really highlights to Xi Jinping that the risks are really pretty big. It'd be a hell of a dice to roll to go ahead with this. So in that respe…”
Louis-Vincent Gave Apr 25, 2022 ▶ 45:03 Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Jul 11, 2022 bearish
Prediction Not checkable as stated
China Will Become Uninvestable If Xi Retains His Current Advisors
“If he stays in power, which it looks like he's going to, and he's got the same people around him, the same advisors, I think China is going to ultimately become an uninvestable market.”
Rob Citrone Jul 11, 2022 ▶ 25:00 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Oct 10, 2022 bullish
Prediction Not checkable as stated
Gave: Chinese markets will rally if CCP signals a successor to Xi
“On the flip side, if the party comes out and says, okay, Xi Jinping gets another mandate for five years, but in five years' time, he's done, and it'll be these guys who will be in charge in five years, the Chinese markets will rally a lot.”
Louis-Vincent Gave Oct 10, 2022 ▶ 36:24 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022
Opinion
Gave: Li Keqiang is the main force clashing with Xi Jinping
“If he's given another job, say maybe the head of the Congress or the head of the Parliament, and he stays on the standing committee, that's a very important sign because he's basically been the one force clashing with Xi Jinping.”
Louis-Vincent Gave Oct 10, 2022 ▶ 35:45 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Nov 4, 2024 bearish
Opinion
Bessent: Xi Jinping won't allow market clearing needed for a sustainable economy
“He's a Leninist, so he's not going to allow a clearing function in the market that would Allow for a sustainable Chinese economy.”
Scott Bessent Nov 4, 2024 ▶ 55:12 Scott Bessent - Macro Maven (EP.415)
Apr 14, 2025 neutral
Prediction Not checkable as stated
Gave: US-China negotiations will result in China leaving the Americas and US leaving Asia
“This, I think, will end up being the negotiations with China. China, you get out of the Americas, and we'll get out of Asia. That is a trade that Xi Jinping will be very happy to make.”
Louis-Vincent Gave Apr 14, 2025 ▶ 27:09 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
Dec 8, 2025 negative
Insight
McGurk: Autocrats exploit US election cycles to outlast diplomatic pressure
“You're gonna have a new president in four years, you have a new administration, totally new policies. Whether I like them or don't like them, we're staying the course. That's how Xi Jinping thinks. That's how Putin thinks. That's how a lot of leaders around th…”
Brett McGurk Dec 8, 2025 ▶ 26:47 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.