The Investors Podcast, Released on 11/13/21

We have a very special guest for you and that is Mr. Kyle Bass, the founder and principle of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008 and Kyle was profiled in Michael Lewis’ book The Big Short. More recently, Kyle has been heavily focused on China and has been sounding alarm bells from everything from their accounting protocols, military initiatives and central bank digital currency development.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:28 – Passion for Macroeconomic Theories
00:03:17 – The Early Days of Hayman Capital
00:05:31 – Are the Fed Activities Today (Buying $6 Billion on Mortgages) Giving Kyle Bass a Deja VU of 2008?
00:07:48 – How Much Longer Would It Take Before Kyle Bass Consider We Are in a Bubble?
00:12:24 – Chain-Weighted Inflation
00:16:58 – How Is the Fed Getting Away With What They Are Doing?
00:18:44 – Bitcoin, Gold, Central Bank Digital Currencies
00:22:14 – Why Kyle Is Protecting His Capital by Buying Farm Land
00:25:31 – China’s Developing Their Own Digital Currency
00:30:40 – Oil Settlements With Chinese Cbdc
00:32:23 – China Taking Over Taiwan and How Should Investors Position Themselves
00:36:20 – Does China Taking Over Taiwan Affect Kyle Bass’ Outlook on Taiwan Semiconductor Business
00:38:20 – Chinese Real Estate
00:44:52 – Jack Ma, Alibaba, and Accounting Concerns
00:47:49 – Oil and Natural Gas and Why Kyle Thinks We’ll Soon Be Seeing Unprecedented Prices
00:58:55- What Investors Can Do With Inflation Rate Closer to 12%

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.

  china, economy, investing, Kyle Bass