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Podcast: The Julia La Roche Show
Episode: #085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
Description: Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macro, geopolitics, and the rising threat of China.Â
0:00 IntroÂ
0:35 ‘Out of body experience’ meeting with former central bankers, academics
3:30 Fed is ‘completely out of touch with reality’Â
5:30 This has nothing to do with the Phillips CurveÂ
6:58 Chain-weighting inflationÂ
9:57 Frictions in societyÂ
12:15 Heading toward a recessionÂ
14:15 Commercial real...