Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 17 September 2022

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today’s episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The second half of the episode touches on Kyle’s newest venture, Conservation Equity Management, an environmental sustainability private equity firm. He walks us through his thesis and explains why he’s buying real assets during a time when people are thinking about the metaverse. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.4	uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Mepp Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What is up my friends?
0:40.8	We have a huge show for you today.
0:42.4	Our guest is Kyle Bass, founder and chief investment
0:44.9	officer of Heman Capital Management, an asset manager of private funds focused on global
0:49.6	event-driven opportunities. In today's episode, Kyle touches on his famous nickel
0:54.4	collection, the current macro environment, and why he thinks people need to stop
0:58.6	fat-shaming oil companies. The second half of the episode touches on Kyle's newest venture, Conservation Equity Management,
1:05.4	an environmental sustainability private equity firm.
1:08.6	He walks us through his thesis and explains why he's buying real assets during a time when people are thinking about the metaverse.
1:16.0	This episode is brought to you by Ten East. Long time listeners know I've invested in private markets
1:21.5	quite a bit myself, but with access to these markets broadening,
1:24.8	it can be hard to know where to find vetted high quality offerings.
1:28.3	That's where Ten East comes in.
	...

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