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Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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TIP396: China and the Macro Impact w/ Kyle Bass

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Manage episode 307070758 series 1394353
Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Trey Lockerbie brings on a very special guest and that is Mr. 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. More recently, Kyle has been heavily focused on China and has been sounding alarm bells from everything from their accounting protocols, military initiatives, and central bank digital currency development.

IN THIS EPISODE, YOU’LL LEARN:

  • 04:19 - The early days of Hayman Capital.
  • 23:07 - Why Kyle is protecting his capital by buying farmland.
  • 24:34 - Bitcoin, gold, and central bank digital currencies.
  • 41:23 - Chinese real estate, demographics, accounting concerns.
  • 49:47 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
  • Hayman Capital Management's Website.
  • Kyle Bass' Twitter.
  • Trey Lockerbie's Twitter.

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

872 episodi

Artwork
iconCondividi
 
Manage episode 307070758 series 1394353
Contenuto fornito da Stig Brodersen and The Investor's Podcast Network. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Stig Brodersen and The Investor's Podcast Network o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Trey Lockerbie brings on a very special guest and that is Mr. 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. More recently, Kyle has been heavily focused on China and has been sounding alarm bells from everything from their accounting protocols, military initiatives, and central bank digital currency development.

IN THIS EPISODE, YOU’LL LEARN:

  • 04:19 - The early days of Hayman Capital.
  • 23:07 - Why Kyle is protecting his capital by buying farmland.
  • 24:34 - Bitcoin, gold, and central bank digital currencies.
  • 41:23 - Chinese real estate, demographics, accounting concerns.
  • 49:47 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices.
  • And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
  • Hayman Capital Management's Website.
  • Kyle Bass' Twitter.
  • Trey Lockerbie's Twitter.

NEW TO THE SHOW?

SPONSORS

Support our free podcast by supporting our sponsors:

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

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

872 episodi

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