Download - China’s Economic House Of Cards | Kyle Bass & Nick Glinsman

Discover

Podcast Features
Your all-in-one podcasting solution.

Blog to Podcast
Turn your blog into an engaging podcast.
Livestream
High-performing audio live, without limits.

Podcast Studio
Easy-to-use audio recorder app.
Podbean AI
AI-Enhanced Audio Quality and Content Generation.

Podcast App
The best podcast player & podcast app.

Ads Marketplace
Join Ads Marketplace to earn money
through sponsorship on your podcast.

PodAds
Manage your ads with dynamic ad insertion capability.
Apple Podcasts Subscriptions Integration
Effortlessly publish and manage exclusive episodes for your
Apple Podcasts subscribers directly from Podbean.
Live Streaming
Receive livestream rewards from your audience and earn
recurring income from your Fan Club membership.

All Arts Business Comedy Education
Fiction Government Health & Fitness History Kids & Family
Leisure Music News Religion & Spirituality Science
Society & Culture Sports Technology True Crime TV & Film
Live

How to Start a Podcast
How to Start a Live Podcast
How to Monetize a podcast
How to Promote Your Podcast
How to Use Group Recording

Log in
Start your podcast for free

Podcasting
Monetization
Advertisers
Enterprise
Pricing
Discover

Forward Guidance

Business:Investing

China’s Economic House Of Cards | Kyle Bass & Nick Glinsman

2022-12-16

Download Right click and do "save link as"

Today’s interview is something unlike any other that’s ever appeared on Forward Guidance. It concerns China, a country that once was the engine of global economic growth, but now is in the middle of its worst recession in over 20 years. Can China’s economy emerge stronger than ever? Let’s just say that today’s guests, Kyle Bass and Nick Glinsman, are not optimistic. Kyle Bass is the chief investment officer of Hayman Capital and Nick Glinsman is the founder of Malmgren Glinsman & Partners.

An important disclaimer: a guest today makes serious allegations that are solely his own opinion. Blockworks does not necessarily agree with these claims, some of which are unverified or unverifiable, and in no way endorses them. As always, nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Follow Kyle Bass on Twitter https://twitter.com/Jkylebass

Follow Nicholas Glinsman on Twitter https://twitter.com/nglinsman

Follow Jack Farley on Twitter https://rb.gy/uesguv

Follow Forward Guidance on Twitter https://rb.gy/cy0dki

Follow Blockworks on Twitter https://rb.gy/igyzsj

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:

https://rb.gy/5weeyw

Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos

Timestamps:

(00:00) Introduction

(01:06) Kyle Bass’ 2023 Macro Outlook

(04:20) Will A Global Recession Curb Energy Prices?

(13:10) China's Economy

(23:00) The Chinese Communist Party

(28:46) Why Won't Beijing Reflate?

(43:57) Russia and Putin

(48:42) Uranium and the Fed

(52:19) Outlook on Bonds in 2023

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.