The End Game Ep. 25 - Kyle Bass PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 2 August 2021

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX. Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in the transition from the current financial system to whatever comes next. Kyle explains why he thinks time has run out for central banks, what he believes they’ll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates. Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy. Another wonderful addition to The End Game series. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only, so
0:20.9	while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:37.6	You're about to listen to a special preview edition of the Grant Williams podcast featuring
0:41.7	my co-host of the Endgame Bill Fleckinstein and our very special guest, Kyle Bass, the founder
0:47.5	and CIO of Human Capital Management in Dallas, Texas.
0:51.9	In this riveting conversation, Kyle offers his thoughts on the predicament in which central
0:56.2	banks find themselves, the policies they will likely be forced to implement and the steps
1:00.7	investors will need to take to protect themselves from the outcome.
1:04.6	From the inside stories of private meetings with multiple B.O.J. governors, to a post-mortem
1:09.1	of his famous rational investor paradox, Kyle is forthright and open, offering an insight
1:14.8	into his thought process and investment framework.
1:18.0	China, of course, comes under the microscope as we hear Kyle's views on the US's policy
1:22.2	response to the threats posed by the rising Asian superpower and we even have time for
1:27.2	a book recommendation for the world's central bankers.
1:30.5	Every episode of the Grant Williams podcast including the Endgame, the super-trophic happy
1:34.5	hour and the narrative game is available to copper and silver tier subscribers at my website
1:39.8	grant-Williams.com.
1:41.9	Copper tier subscribers get access to all podcasts, while members of the silver tier get both the
1:46.8	podcast and my monthly newsletter, things that make you go, hmm, so if you enjoy what
	...

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