The Julia La Roche Show, Released on 7/11/23
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macroeconomics and geopolitics and the rising threat of China.
0:00 Intro
0:35 ‘Out of body experience’ meeting with former central bankers, academics
3:30 Fed is ‘completely out of touch with reality’
5:30 This has nothing to do with the Phillips Curve
6:58 Chain-weighting inflation
9:57 Frictions in society
12:15 Heading toward a recession
14:15 Commercial real estate
19:22 Yellen’s trip to China
26:00 Wall Street greed
21:03 Is the business community waking up?
26:20 Exposure to China
28:00 Risk of invading Taiwan
30:00 Talk about what Xi Jinping says
34:00 Should be ringing alarm bells about China
38:00 Need peace through strength
41:00 Economic War Department is needed
44:00 We sit at a hinge in history right now
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.
Kyle Bass On China: ‘We Sit At A Hinge In History Right Now’ added by Herman James on
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Interesting interview. Well, two interviews really. He really makes some solid points in the economic first-half. But then it turns geo-political.
As for China’s “belligerence”, bully’s (America) only take a step back when faced with power. That’s basic human nature.
Of course China is selling US Treasuries — they are simply dumping the “full faith and confidence” scam. It makes total sense to anyone who doesn’t whitewash America for its century of economic bullying.
China is the emerging power. It’s not asking the USA for its blessing before proceeding.
America threatens the world incessantly for a century and one is alarmed China is building up its military as America collapses under its own hubris?
America takes the lives of its men and women seriously? Operation Northwoods? 9/11? Leaving Vietnam and Afghanistan?
Kyle Bass seems delusional about his failing state. He thinks he lives in a democracy, but fails to appreciate that simply deteriorates into a propaganda psy-ops. I’ve not heard such a war-hawk outside of politics in quite some time. Not a word about peace. Or strength through honesty.
I sure the heck don’t want to live in China or under Xi, but America is run by its own globalist bankster authoritarians.
I know nothing about nor have I previously heard of Kyle Bass. After that emotional outbreak, I suspect he’s quite indoctrinated and ex-military.
Interesting interviews.