Kyle Bass | The Present Danger: America, China, and the Second Cold War
Hidden Forces
Demetri Kofinas
4.8 • 1.6K Ratings
🗓️ 18 November 2019
⏱️ 55 minutes
🧾️ Download transcript
Summary
In Episode 110 of Hidden Forces, Demetri Kofinas speaks with Chief Investment Officer of Hayman Capital Management and founding member of the "Committee on the Present Danger: China," about the gathering threat posed to Western, liberal democracies and open societies by the Chinese Communist Party. Kyle explains how the CCP and its state champions have been using US capital markets to fund the development of China's armed forces, the threats posed by a Chinese operated 5G network, as well as concerns about the acquisition and use of Americans' genomic data by the Chinese government. Kyle also goes into detail about his thesis on Hong Kong, its peg to the USD, as well as the fragility of its banking system. Additional topics include the "reeducation camps" and reports of organ harvesting in Xinjiang, the Chinese social credit system, the Federal Reserve Repo market, and Kyle's outlook for the macroeconomy.
The second part of this discussion is available to Hidden Forces Patreon subscribers. You can access that part of the conversation, as well as the rundown and transcript to this week's episode by subscribing to one of our three content tiers. All subscribers also gain access to our overtime feed, which can be easily be added to your favorite podcast application.
Hidden Forces is listener funded. We rely on your support to keep the program free of corporate sponsors.
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe & Support the Podcast at http://patreon.com/hiddenforces
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Today's episode of Hidden Forces is made possible by listeners like you. |
| 0:04.6 | For more information about this week's episode or for easy access to related programming, |
| 0:09.7 | visit our website at Hidden Forces I.O. and subscribe to our free email list. |
| 0:16.0 | If you listen to the show on your Apple Podcast app, |
| 0:19.0 | remember, you can give us a review. |
| 0:21.0 | Each review helps more people find the show and join our amazing community. |
| 0:26.7 | And with that, please enjoy this week's episode. The What's up everybody? My guest today is Kyle Bass. |
| 0:53.2 | Kyle is the founder and chief investment officer of Hayman Capital Management, |
| 0:58.3 | which is an investment manager of private funds focused on global event-driven opportunities. |
| 1:06.0 | Many of you will already know Kyle, either from his appearance in Michael Lewis's The Big Short |
| 1:12.0 | or from countless media appearances and talks that he's given |
| 1:16.0 | over the years. |
| 1:18.1 | What's perhaps less widely known is that he is also a founding member of the Committee on the Present Danger, China, |
| 1:25.6 | which is a nonpartisan group whose stated mission is to help defend America |
| 1:30.8 | through public education and advocacy against the dangers posed by the People's |
| 1:36.7 | Republic of China under the rule of the Chinese Communist Party, which it views as an existential and ideological threat to the United States |
| 1:47.0 | and to Western liberal democracies and values. |
| 1:51.8 | Regular listeners to this show will know that I've devoted a number of |
| 1:56.4 | episodes to China, to understanding its banking system, to understanding the |
| 2:01.5 | complex web of relationships between the Chinese Communist Party |
| 2:06.0 | and its corporate state champions, as well as to the vast Chinese bureaucracy that governs over |
| 2:12.3 | 1.4 billion people. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Demetri Kofinas, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Demetri Kofinas and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.