Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macro, geopolitics, and the rising threat of China.
0:00 Intro
0:35 ‘Out of body experience’ meeting with former central bankers, academics
3:30 Fed is ‘completely out of touch with reality’
5:30 This has nothing to do with the Phillips Curve
6:58 Chain-weighting inflation
9:57 Frictions in society
12:15 Heading toward a recession
14:15 Commercial real estate
19:22 Yellen’s trip to China
26:00 Wall Street greed
21:03 Is the business community waking up?
26:20 Exposure to China
28:00 Risk of invading Taiwan
30:00 Talk about what Xi Jinping says
34:00 Should be ringing alarm bells about China
38:00 Need peace through strength
41:00 Economic War Department is needed
44:00 We sit at a hinge in history right now
#017 Jim Rogers: The Next Bear Market Will Be 'The Worst In My Lifetime'
#016 Marc Benioff On The New Era For Business
#015 Activist Short-Seller Dan David On 'The China Hustle' And Uncovering Frauds
#014 Nik Bhatia On The Coexistence Of The Dollar And Bitcoin
#013 Epsilon Theory's Ben Hunt On The Narratives Everywhere
#012 Jim Bianco: This Is The New Normal. Get Used To It.
#011 Anthony Scaramucci On Failure, Bitcoin, and Trump
#010 Kyle Bass On Energy, China, Inflation, And More
#009 CrowdStrike's Adam Meyers On The Biggest Cyber Threats
#008 Alan Patricof on 50 years of investing, Burning Man and the NYC Marathon at 87, and living to 114
#007 Ryan Williams On Unlocking Access To Commercial Real Estate Investing
#006 Greg Lukianoff on Free Speech and 'Free Speech Culture'
#005 Hugh Hendry on Why We’re Already in the 4th Depression
#004 Former Assistant Treasury Secretary Gerry Parsky on Lessons from the 70s and Parallels to Now
#003 David Cote on Winning Now, Winning Later
#002 Bill Browder on Surviving Putin's Wrath
#001 Morgan Housel on The Psychology of Money
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