Wealthion, Released on 8/25/22

For Part 2 of this interview, CLICK HERE

2022 has been a difficult one so far for investors to successfully navigate. The US economy looks to be entering recession. Europe is in even worse shape. China is struggling, too, while tensions with Taiwan mount dangerously. This year has also had one of the worst 1st halves of the year for both stocks & bonds in history. And with economic growth contracting, inflation remaining at 40 year highs, and the Fed continuing to increase the cost of capital through rate hikes — financial asset prices may still have lower to go. What will the key macro drivers be through the end of the year? Are the markets through the worst of the challenges, or are things just warming up? Are there attractive opportunities for investors right now — or is this a time to hunker down? Today we have the good fortune to put those questions to Kyle Bass, Founder & CIO of Hayman Capital Management.

0:00 Intro
1:30 Current Assessment of Economy
5:54 The Path of Inflation
11:30 What is the Fed’s Plan?
23:18 The Energy Conundrum
28:15 China Update
38:55 Will China Invade Taiwan?
45:45 Outro

Adam Taggart is the Founder of Wealthion. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

Kyle Bass is an American hedge fund manager. He is the founder and principal of Hayman Capital Management, L.P., a Dallas-based hedge fund focused on global event-driven opportunities.