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:
0:00:00 - Intro
0:00:57 - Why China is potentially preparing to invade Taiwan.
0:06:10 - How has China been restricting data and information flow to foreigners?
0:08:48 - Major military, mainland, and legal actions the CCP has taken in the past few years.
0:20:48 - Why foreign direct investment to China has collapsed in recent years.
0:23:07 - Potential sanctions the US may implement if China invades Taiwan.
0:31:44 - What Kyle is seeing in the Chinese real estate market.
0:39:54 - Whether he sees the crisis in China affecting other markets globally.
0:44:16 - Why he believes the Fed is out of touch with reality.
0:52:47 - How Kyle is positioned as an investor today.
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▶️ RELATED EPISODES:
- China and Macro Impact w/ Kyle Bass: [ Ссылка ]
- Principles For Success In Investing & Life w/ Ray Dalio: [ Ссылка ]
- How To Invest During High Inflation | Insights from Warren Buffett & Ray Dalio: [ Ссылка ]
- How Nassim Taleb and Bill Ackman Made BILLIONS During ‘Black Swan’ Events: [ Ссылка ]
- What’s Coming Is WORSE Than a Recession: Calling A Super Bubble w/ Jeremy Grantham: [ Ссылка ]
🎧 Listen to our episodes here: [ Ссылка ]
🖊️ Access the transcript and learn more about the guest here: [ Ссылка ]
📖 BOOK MENTIONED:
- The Big Short by Michael Lewis: [ Ссылка ]
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On We Study Billionaires, we interview and study famous financial billionaires, including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
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