The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX.
Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in the transition from the current financial system to whatever comes next.
Kyle explains why he thinks time has run out for central banks, what he believes they’ll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates.
Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy.
Another wonderful addition to The End Game series.
As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!
The End Game Ep. 27 - Harley Bassman PREVIEW
The Grant Williams Podcast: Tim Grover, Attack Athletics - PREVIEW
The End Game Ep. 26 - Michael Howell PREVIEW
The End Game Ep. 24 - Greg Jensen PREVIEW
Super Terrific Happy Hour Ep. 12 - F-Bombs
The Grant Williams Podcast: David Dorr, Coro Global, Dorr Asset Management - PREVIEW
The Grant Williams Podcast: The Tether Discussion feat. Bennett Tomlin & George Noble - FULL EPISODE
The Grant Williams Podcast: Dylan Grice, Calderwood Capital - PREVIEW
The Grant Williams Podcast: Liz Ann Sonders, Charles Schwab & Co., Inc. - PREVIEW
The End Game Ep. 23 - Daniel Oliver Jr. PREVIEW
The End Game Ep. 22 - Simon Mikhailovich PREVIEW
The Grant Williams Podcast: Tavi Costa, Crescat Capital - PREVIEW
The Grant Williams Podcast: Demetri Kofinas, Hidden Forces Podcast - PREVIEW
The End Game Ep. 21 - Peter Zeihan PREVIEW
Super Terrific Happy Hour Ep. 11 - Switching Horses with Tony Greer - PREVIEW
The End Game Ep. 20 - Josh Wolfe PREVIEW
The Grant Williams Podcast: Roger Mitchell, Albachiara SAGL - Preview
The Grant Williams Podcast: Chris Bloomstran, Semper Augustus Investments Group - Preview
The End Game Ep. 19 - Gerard Minack PREVIEW
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