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İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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TIP611: The Bear Case for China w/ Kyle Bass

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Manage episode 403906395 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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.

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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Learn more about your ad choices. Visit megaphone.fm/adchoices

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882 bölüm

Artwork
iconPaylaş
 
Manage episode 403906395 series 1394353
İçerik Stig Brodersen and The Investor's Podcast Network tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Stig Brodersen and The Investor's Podcast Network veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

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

NEW TO THE SHOW?

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!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

882 bölüm

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