Kyle Bass & Keith McCullough | Hedgeye Investing Summit Spring 2022

This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.

If you're familiar with Kyle Bass, or watched his interview at the previous Hedgeye Investing Summit, you know he's staunch in his resolve to pull no punches when calling out despotic regimes and errant policymaking... and this time was no different. Below is just a taste of what Bass had to say on the CCP; watch the full interview for more on Putin, the Fed, and (plenty of) other ill-intentioned actors.

"I'm shocked at how much capital is invested in a regime like the Chinese Communist Party. I don't think anyone should be invested in China. You're engaging in a fool's errand; I don't think you'll ever get your money back if you're invested in Chinese Private Equity"

"I think a Taiwan invasion by China is inevitable."

[grahamdougherty]

Thank you for having Kyle Bass on. This guy calls it right!

[Sachz]

An absolutely amazing interview thank you for bringing it to us Keith

[peterlee]

The amount of graft and corruption going on in China is horrifying. We will suffer the results but the average Chinese citizen will lose most, if not all, of what little money they have worked hard to save. Heartbreaking.

[LJOBOYLE]

Kyle, I've thought that for some time! Sounds crazy when said. It's nice to hear you say that outloud.

[MrChuckster]

I really need KBs update on China and Hong Kong ! A little disappointed we didn't cover in this meeting boys

[johnlonglong]

Kyle Bass, such a patriot! love this guy

[nickroth]

Thanks so much! Mr Bass has intelligence ethics and principles that are not in supply presently and I believe need to be

[anxiousbeachbums]

782 gotta be kidding. Excellent discussion that everyone should listen to.

[dannycalley]

K.M. waiting on this subscriber a paying Bad Man

[hollywoodlibertarian]

How do you monitor China’s current acccount?

[linmal]

Brent Johnson's Dollar Milkshake Theory is proving TRUE!

[EfficientEnergyTransformations]

Kyle Bass is so clueless on what Russia's goals are in Ukraine that he better learn some facts about history. It never has been taking over Ukraine and this is why the Russian army does not advance beyond given territory, it has been to take over territories that has been been in liberation fight to separate from Ukraine for the past 8 years. His commentaries, regrettably, are less and less economically logical and more and more American hegemony type orientated/influenced.

[thejustman]

KB is the epitome of emotionalism and hypocrisy.

[robertwnorrisii]

J.P Morgan did call the cops. July 30th 2022

[kabirkapoor]

If you are so concerned about the world doing business with Russia, Iran and China then the world should also not conduct business with the US and Western European countries. These big corporations do not give a damn about countries, but their own financial performance. Please understand countries do not control the world anymore corporations do.

[Ravencroft]

How is Bass not in jail for defrauding investors?

[donaldkasper]

The cities are being closed because China has run out of dollars, and cannot pay for imports such as fuel. Now in terms of covid deaths, we have no clue what occurred, but probably previously millions died and tens to hundreds of millions got sick.

[joewilliams]

Please no more warmongering Bass. Low IQ content.

Such cognitive dissonance..

[chrislemieux]

He's the world's best at staying at the party too long

[Aengrod]

it's still mind boggling that americans consider germans as 'allies'. I guess third time is a charm eh?