Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision’s Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today’s uncertain markets. Filmed on May 7, 2020.
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Real Vision
We’re on a mission to disrupt the whole damn system and change the face of financial media. We’ve created a place where the world’s most successful investors share their thoughts about what’s happening in today’s markets.
7 February 2020
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