We Study Billionaires - The Investor’s Podcast Network
Business:Investing
On today’s episode, Clay chats with 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.
After seeing Chinese stocks drop 20% over the past year, I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:01 - Why China is potentially preparing to invade Taiwan.
06:59 - How China has been restricting data and information flow to foreigners.
09:16 - Major military, mainland, and legal actions the CCP has taken in the past few years.
19:55 - Why foreign direct investment to China has collapsed in recent years.
25:53 - Potential sanctions the US may implement if China invades Taiwan.
33:38 - What Kyle is seeing in the Chinese real estate market.
39:33 - Whether he sees the crisis in Chinese affecting other markets globally.
47:10 - Why he believes the Fed is out of touch with reality.
54:48 - How Kyle is positioned as an investor today.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
SPONSORS
Support our free podcast by supporting our sponsors:
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Learn more about your ad choices. Visit megaphone.fm/adchoices
RWH022: Multi-billionaire Masterclass w/ Ray Dalio
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)
TIP524: Four Wide Moat Stocks for 2023
TIP523: Financial Wisdom w/ Cullen Roche
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
BTC116: Bitcoin Ordinals and NFTs on Layer 1 of the Protocol w/ Pierre Rochard (Bitcoin Podcast)
TIP521: Warren Buffett's Shareholder Letters
RWH021: Investing Amid Uncertainty w/ Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)
TIP519: The Education of a Value Investor by Guy Spier
TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bitcoin Podcast)
TIP517: Mohnish Pabrai's Dhandho Investment Framework
TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll
BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)
TIP515: The Little Book of Valuation by Aswath Damodaran
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
We Study Billionaires by The Investor's Podcast Network
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Money Girl
So Money with Farnoosh Torabi
The YNAB Podcast
Money Tree Investing
The Disciplined Investor