Chinas Economic House Of Cards | Kyle Bass & Nick Glinsman

Published: Dec. 16, 2022, 10:30 p.m.

Today\u2019s interview is something unlike any other that\u2019s 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\u2019s economy emerge stronger than ever? Let\u2019s just say that today\u2019s 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.\n\nAn 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.\n--\nFollow Kyle Bass on Twitter https://twitter.com/Jkylebass\nFollow Nicholas Glinsman on Twitter https://twitter.com/nglinsman\nFollow Jack Farley on Twitter https://rb.gy/uesguv\nFollow Forward Guidance on Twitter https://rb.gy/cy0dki\nFollow Blockworks on Twitter https://rb.gy/igyzsj\n\nGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\nhttps://rb.gy/5weeyw\n\nMarket commentary, charts, degen trade ideas, governance updates, token performance, can\u2019t-miss-tweets and more. Subscribe to the Blockworks Research \u201cDaily Debrief\u201d Newsletter: https://rb.gy/feusos\n--\nTimestamps:\n\n(00:00) Introduction\n(01:06) Kyle Bass\u2019 2023 Macro Outlook\n(04:20) Will A Global Recession Curb Energy Prices?\n(13:10) China's Economy\n(23:00) The Chinese Communist Party\n(28:46) Why Won't Beijing Reflate?\n(43:57) Russia and Putin\n(48:42) Uranium and the Fed\n(52:19) Outlook on Bonds in 2023\n--\nDisclaimer: 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.