Dueling Perspectives On China's Economic Reality

Dueling Perspectives On China's Economic Reality

Michael Pettis, senior fellow at the Carnegie-Tsinghua Center for Global Policy, and Kyle Bass of Hayman Capital Management are both keenly focused on the complex task of discerning China's economic reality. In this interview, Bass and Pettis attack the important issues of capital flight, China's massive economic inequality, and their domestic debt burden, just to name a few. They both tend to agree on what is most important, but not always the takeaway from the data. It is the nuanced differences in their interpretations of the current state of affairs that had even Kyle Bass remarking at how much he was able to take away from this enlightening and pleasantly civil back and forth. Recorded on October 7, 2020. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2070)

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Adventures in Finance 5 - China’s One Belt One Road

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Adventures in Finance 4 - Analyzing Cyclical Market Behavior

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Adventures in Finance 3 - Opportunities in German Real Estate

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Adventures in Finance 2 - Geopolitical Framework for Investing

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Adventures in Finance 1 - Aftermath of India Demonetization

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Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, ...

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