Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis’ book The Big Short. After seeing Chinese stocks drop 20% over the past year, I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets. IN THIS EPISODE YOU’LL LEARN: 0:00:00 - Intro 0:00:57 - Why China is potentially preparing to invade Taiwan. 0:06:10 - How has China been restricting data and information flow to foreigners? 0:08:48 - Major military, mainland, and legal actions the CCP has taken in the past few years. 0:20:48 - Why foreign direct investment to China has collapsed in recent years. 0:23:07 - Potential sanctions the US may implement if China invades Taiwan. 0:31:44 - What Kyle is seeing in the Chinese real estate market. 0:39:54 - Whether he sees the crisis in China affecting other markets globally. 0:44:16 - Why he believes the Fed is out of touch with reality. 0:52:47 - How Kyle is positioned as an investor today. 🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Clay and the other community members: https://theinvestorspodcast.com/mastermind 💬 Be a better you in 2024 by learning a new language. Get 50% off on a one-time payment for a lifetime Babbel subscription today. https://babbel.com/wsb 📈 Learn to invest like legend investors do — from the company that has interviewed them. Use YOUTUBE15 to get 15% off! https://theinvestorspodcast.podia.com/how-to-get-started-with-stocks 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - China and Macro Impact w/ Kyle Bass: https://youtu.be/BuaaJ4i-ppU - Principles For Success In Investing & Life w/ Ray Dalio: https://youtu.be/OVnVC6Ggv3g - How To Invest During High Inflation | Insights from Warren Buffett & Ray Dalio: https://youtu.be/lCEzbX83r8I - How Nassim Taleb and Bill Ackman Made BILLIONS During ‘Black Swan’ Events: https://youtu.be/tx_z0o6ObPU - What’s Coming Is WORSE Than a Recession: Calling A Super Bubble w/ Jeremy Grantham: https://youtu.be/ULcisguHRTg 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/the-bear-case-for-china-w-kyle-bass/ 📖  BOOK MENTIONED: - The Big Short by Michael Lewis: https://amzn.to/3IgkSyC Disclosure: Some of the links above are affiliate links that we may earn commission from. This helps keep our show going! 😀 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires, including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/  📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions, consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.