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 Grant Williams Podcast: Luke Gromen, FFTT LLC - Preview
The End Game Ep. 18 - 'Markets In Turmoil' Edition feat. Marc Cohodes & Dr. Ben Hunt
The Grant Williams Podcast: James Davolos, Horizon Kinetics - Preview
Super Terrific Happy Hour Ep. 10 - Just The Two Of Us - PREVIEW
The End Game Ep. 17: Milton Berg Preview
The End Game Ep. 16: Russell Clark - Preview
The Narrative Game Ep. 5: Casino! - Preview
The End Game Ep. 15: Jim Stack - Preview
The Grant Williams Podcast: Anthony Deden, Edelweiss Holdings - Preview
The Grant Williams Podcast - Short Shrift
Super Terrific Happy Hour Ep. 9 - David Rosenberg: I've Never Met A Rude Canadian
The Grant Williams Podcast - Both Sides Of The Coin: A Civilized Bitcoin Debate
The End Game Ep. 14 - Paul Singer
The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter
Super Terrific Happy Hour Ep. 8 - Peter Atwater: Our Sentimental Friend
The End Game Ep. 12 - Fred Hickey
The End Game Ep. 11 - Jim Rogers
The End Game Ep. 10 - Chris Cole
The Narrative Game Ep. 4 - Events, Dear Boy, Events
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
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