Xi Jinping, every mention

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every year anyone Ted Seides 8Louis-Vincent Gave 7James Aitken 7Rob Citrone 4Scott Bessent 2Sean O'Sullivan 1Marko Papic 1Jordi Visser 1Ed Grefenstette 1Brett McGurk 1

Verbatim, from the transcripts: the passages where Xi Jinping comes up

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Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476) Dec 8, 2025 · 1 mention

Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) Apr 14, 2025 · 3 mentions

  • ▶ 27:15 Louis-Vincent Gave That is a trade that Xi Jinping will be very happy to make.
  • ▶ 50:22 James Aitken The number one risk to, oh my gosh, this is all going to get really rough and stay rough, is that in the middle of next week, the president says, I just had a good phone call with my great friend Xi Jinping.
  • ▶ 1:02:21 James Aitken Is Xi Jinping gonna call Trump, or is Trump gonna call Xi Jinping?

Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) Mar 24, 2025 · 1 mention

  • ▶ 47:05 Ed Grefenstette We saw in Xi and the other Beijing policymakers really a disappointing tone deafness to what investors around the world were looking for in terms of guidance and predictability and

Scott Bessent - Macro Maven (EP.415) Nov 4, 2024 · 2 mentions

  • ▶ 54:52 Scott Bessent Chinese have moved tactically to stabilize the economy, but that Xi Jinping is a different kind of cat, that what we saw in the aughts up until 2012 or 2013 with capitalism with Chinese characteristics or communism with capitalist… 2 times in the scene

Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275) Oct 10, 2022 · 9 mentions

Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261) Jul 11, 2022 · 4 mentions

Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) Apr 25, 2022 · 5 mentions

  • ▶ 22:06 Louis-Vincent Gave If I'm a rich Chinese guy and I own a bunch of real estate in Vancouver and London and wherever else, do I now worry that if tomorrow Xi Jinping decides to invade Taiwan, a decision on which I have no visibility, no control, and no…
  • ▶ 45:03 Louis-Vincent Gave 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. 4 times in the scene

James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239) Mar 10, 2022 · 1 mention

  • ▶ 37:33 James Aitken And Xi Jinping has played a blinder by betting that the more entangled Western capitalism was in the Chinese economy and financial system and renminbi assets,

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237) Feb 28, 2022 · 1 mention

  • ▶ 37:47 Marko Papic If I was advising President Xi, I would tell him way too much downside risk to mess with this Taiwan issue.

Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231) Jan 17, 2022 · 1 mention

Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221) Nov 8, 2021 · 1 mention

  • ▶ 50:35 Jordi Visser So when people are sitting there going, okay, before the Olympics and before whatever election thing is going on with which Emperor Xi next year, I, I, we're not going to let the common prosperity break down by letting real estate fall…

James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) Jun 25, 2018 · 4 mentions

  • ▶ 51:58 James Aitken And you have a man running the show for as long as he cares to, President Xi, who takes a long-term view. 4 times in the scene
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