TIP396: China and the Macro Impact w/ Kyle Bass
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 14 November 2021
⏱️ 62 minutes
🧾️ Download transcript
Summary
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. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.