Episode Details
Back to Episodes
TIP396: China and the Macro Impact w/ Kyle Bass
Episode 447
Published 4 years, 1 month ago
Description
Trey Lockerbie brings on a very special guest and that is Mr. Kyle Bass, the Founder, and Principal 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:
- 04:19 - The early days of Hayman Capital.
- 23:07 - Why Kyle is protecting his capital by buying farmland.
- 24:34 - Bitcoin, gold, and central bank digital currencies.
- 41:23 - Chinese real estate, demographics, accounting concerns.
- 49:47 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices.
- And a whole lot more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Hayman Capital Management's Website.
- Kyle Bass' Twitter.
- Trey Lockerbie's Twitter.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors: