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

Episoder(2083)

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Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

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Adventures in Finance 49 - Charge!: The Bull Case for Tesla

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Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

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Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

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Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

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Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

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Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

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Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

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Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

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