TIP396: China and the Macro Impact w/ Kyle Bass

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 14 November 2021

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Hayman Capital Management's Website.
Kyle Bass' Twitter.
Trey Lockerbie's Twitter.
Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
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Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to TI-P.
0:03.2	On today's episode we have a very special guest for you and that is Mr. Kyle Bass, the
0:08.1	founder and principal of Haman Capital Management.
0:11.3	Haman's first major success came from effectively shorting the housing market in 2008 and Kyle
0:16.7	was profiled in Michael Lewis' book The Big Short.
0:19.9	More recently, Kyle has been heavily focused on China and has been sounding alarm bells
0:24.1	from everything from their accounting protocols, military initiatives, and central bank digital
0:28.8	currency development.
0:30.1	In this episode we discuss the early days of Haman Capital, why Kyle thinks our inflation
0:34.4	rate is closer to 12%, why Kyle is protecting his capital by buying farmland, Chinese real
0:39.7	estate demographics, accounting concerns, cold wars, etc.
0:43.7	Bitcoin, gold, central bank digital currencies, oil, natural gas, and why Kyle thinks we'll
0:48.9	be seeing unprecedented prices and a whole lot more.
0:53.0	I've been a long time admirer of Kyle's ever since I read The Big Short and it's always
0:57.0	great to meet folks like Kyle who are incredibly gracious and generous with their knowledge.
1:01.6	This one is jam packed so let's get into all of it with the hyper intelligent Kyle Bass.
1:11.0	You are listening to the Investors Podcast where we study the financial markets and read
1:16.1	the books that influence self-made billionaires the most.
1:19.3	We keep you informed and prepared for the unexpected.
1:31.4	Welcome to the Investors Podcast, I'm your host, Tray Lockerbie and Man Oh Man.
1:36.2	Today we have an extremely special guest and that is Mr. Kyle Bass.
1:41.2	Kyle, welcome to the show.
	...

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