The State of Global Macro through Coronavirus Chaos

Published on
May 12th, 2020
Duration
70 minutes


The State of Global Macro through Coronavirus Chaos

The Interview ·
Featuring Kyle Bass and Raoul Pal

Published on: May 12th, 2020 • Duration: 70 minutes

Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today's uncertain markets. Filmed on May 7, 2020.