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Capital Decanted
John Bowman
31 episodes
1 week ago
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
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Non-Profit
Business
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All content for Capital Decanted is the property of John Bowman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.
Show more...
Non-Profit
Business
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S2 | Episode 9: Is Investing in Modern China for the Intrepid or the Foolhardy with Ed Grefenstette
Capital Decanted
2 hours 37 minutes 24 seconds
1 month ago
S2 | Episode 9: Is Investing in Modern China for the Intrepid or the Foolhardy with Ed Grefenstette

Despite being thousands of years old, China’s current economic and political system began to take shape only in the late 20th century, particularly following the economic reforms initiated in the late 1970s. Today, China represents one of the largest economies in the world, a breeding ground for innovation, and an exciting capital market increasingly open to foreigners. However, recent policy swings and geopolitical events have called many items into question - is China investable? Is it possible to develop a long-term view despite short-term geopolitical headwinds? And, most importantly, will the many years of progress toward economic and political pragmatism win the day? We're joined by China private capital investor pioneer, Ed Grefenstette, CEO and CIO of the Dietrich Foundation.


Introduction: (0:48)

Halftime: (1:20:43)

Guest: (1:28:52)


Guest:

Ed Grefenstette, CEO and CIO, The Dietrich Foundation


Episode Sources

Capital Decanted
Say goodbye to tired market takes and superficial sound bites. Because here, instead of skimming the surface, we dive into the heart of capital allocation — striking the perfect balance and exposing the subtleties that reveal the topic’s true essence. Prepare to have your perspectives challenged as we open up the issues that resonate with the hearts and minds of those shaping asset management.