The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX.
Kyle, Bill and Grant discuss Kyle’s thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in the transition from the current financial system to whatever comes next.
Kyle explains why he thinks time has run out for central banks, what he believes they’ll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates.
Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy.
Another wonderful addition to The End Game series.

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