31:53

EssentialThe Kyle Bass Interviews

Is The Chinese Growth Story A Mirage?

Featuring Perth Tolle and Kyle Bass

Sep 14, 2021 • 31 minutes

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Essential

The Kyle Bass Interviews

Is The Chinese Growth Story A Mirage?

Kyle Bass and Perth Tolle argue that autocratic regimes like the Chinese Communist Party are not a source of high long-term investment returns.

Featuring Perth Tolle and Kyle Bass

Sep 14, 2021 • 31 minutes

The Chinese Communist Party's stern crackdowns on its businesses such as Alibaba, Tencent, and its online education companies have alarmed investors all around the globe. Perth Tolle, founder of Life + Liberty Indexes, joins Kyle Bass, founder and CIO of Hayman Capital, arguing that this fear is warranted and that, perhaps, investors aren't actually worried enough about the threat that the Chinese Communist Party poses to investors. Tolle tells Bass why her ETF chose to generate alpha by seeking out free markets and free societies and avoiding countries like China all together where autocratic regimes erode shareholder value. Filmed on September 8, 2021. Show More

Kyle Bass is one of the most widely respected hedge fund managers and one of Real Vision's most beloved contributors. In this series, Kyle opens up for a peek inside his unique information-gathering process, using his unsurpassed skill set to inspire unique insights from his incomparable network of insiders.

More Episodes

Kyle Bass is one of the most widely respected hedge fund managers and one of Real Vision's most beloved contributors. In this series, Kyle opens up for a peek inside his unique information-gathering process, using his unsurpassed skill set to inspire unique insights from his incomparable network of insiders.

More Episodes

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