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369 TIP. China and the Macro Impact w/ Kyle Bass

Preston Pysh
243K subscribers
11K views 3 years ago We Study Billionaires by The Investor's Podcast Network
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 C …...more
...more

Intro

0:00

Passion for Macroeconomic Theories

0:28

The Early Days of Hayman Capital

3:17

Are the Fed Activities Today (Buying $6 Billion on Mortgages) Giving Kyle Bass a Deja VU of 2008?

5:31

How Much Longer Would It Take Before Kyle Bass Consider We Are in a Bubble?

7:48

Chain-Weighted Inflation

12:24

How Is the Fed Getting Away With What They Are Doing?

16:58

Bitcoin, Gold, Central Bank Digital Currencies

18:44

Why Kyle Is Protecting His Capital by Buying Farm Land

22:14

China’s Developing Their Own Digital Currency

25:31

Oil Settlements With Chinese Cbdc

30:40

China Taking Over Taiwan and How Should Investors Position Themselves

32:23

Does China Taking Over Taiwan Affect Kyle Bass’ Outlook on Taiwan Semiconductor Business

36:20

Chinese Real Estate

38:20

Jack Ma, Alibaba, and Accounting Concerns

44:52

Oil and Natural Gas and Why Kyle Thinks We’ll Soon Be Seeing Unprecedented Prices

47:49

What Investors Can Do With Inflation Rate Closer to 12

58:55
369 TIP. China and the Macro Impact w/ Kyle Bass
424Likes
11,614Views
2021Nov 13
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% ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/4epY... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑   🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵   💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook:   / theinvestorspodcast   👔 Linkedin:   / the-investor's-podcast   🐦Twitter: https://twitter.com/tip_network?lang=en ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/y... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
We Study Billionaires by The Investor's Podcast Network
Preston Pysh

Follow along using the transcript.

Preston Pysh

243K subscribers