TIP396: China and the Macro Impact w/ Kyle Bass

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
Trey Lockerbie brings on a very special guest and that is Mr. Kyle Bass, the Founder, and Principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008 and Kyle was profiled in Michael Lewis’ book The Big Short. More recently, Kyle has been heavily focused on China and has been sounding alarm bells from everything from their accounting protocols, military initiatives, and central bank digital currency development.



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

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
  • Hayman Capital Management's Website.
  • Kyle Bass' Twitter.
  • Trey Lockerbie's Twitter.



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