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TIP396: China and the Macro Impact w/ Kyle Bass

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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

  • Hayman Capital Management's Website.
  • Kyle Bass' Twitter.
  • Trey Lockerbie's Twitter.
  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
  • Impress your audience and yourself. Enjoy presentations for free with Canva.
  • Grab your favorite Liquid I.V. flavors nationwide at Walmart or you can get 25% off when you go to LIQUIDIV.COM and use code WSB at checkout.
  • Invest in the $1.7 trillion art market with Masterworks.io. Use promocode WSB to skip the waitlist.
  • Get $50 off your Drinkworks Home Bar by Keurig this holiday season. Now through December 5, save $50 on the Home Bar at Drinkworks.com
  • Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with Wild Alaskan Company. Order today and get $15 off your 1st box of premium seafood.
  • You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It’s a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/TIP
  • Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.
  • Get access to some of the most sought-after real estate in the U.S. with Crowdstreet.
  • Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.
  • Earn 1-100% back (or a shot at a whole bitcoin) on every purchase with the Fold Spin+ card. Get 20% off the Spin+ annual fee for being a listener of The Investor’s Podcast.
  • Find people with the right experience and invite them to apply to your job. Try ZipRecruiter for FREE today.
  • Transform how you drive business results and connect with customers with Snap AR.
  • Don’t let anything interfere with your happiness or is prevent you from achieving your goals. Allow BetterHELP to help assess your needs and match you with your own licensed professional therapist. Get 10% off your first month!
  • Browse through all our episodes (complete with transcripts) here.
  • Support our free podcast by supporting our sponsors.


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