The Asymmetric Opportunity Revealed

Published on
May 3rd, 2019
Duration
41 minutes


The Asymmetric Opportunity Revealed

The Interview ·
Featuring Kyle Bass

Published on: May 3rd, 2019 • Duration: 41 minutes

Kyle Bass, CIO of Hayman Capital, sits back down with Raoul Pal in order to finally reveal the opportunity that he called “the most asymmetric trade ever seen in my entire life.” Bass follows up on his earlier thoughts on China, and lays out the logic behind his thesis. He also delves into the relevant historical context, and discusses the risks to the financial system posed by an overvalued property market. Filmed on April 24, 2019 in New York.