The Wild West of Crypto: Outlaws, Double Agents, and the Dismantling of the Silk Road

Published on
June 21st, 2019
Duration
51 minutes

The Wild West of Crypto: Outlaws, Double Agents, and the Dismantling of the Silk Road

The Kyle Bass Interviews ·
Featuring Kathryn Haun

Published on: June 21st, 2019 • Duration: 51 minutes

Kathryn Haun, general partner at Andreesen Horowitz, sits down with Kyle Bass, founder of Hayman Capital, to discuss her previous career as a U.S. Attorney. She reveals the intricate details of her prosecution of the Silk Road – an online platform where drugs, guns and passports were exchanged for bitcoin in the early days of the cryptocurrency. Haun has seen the light and dark sides of bitcoin, but believes in the technology behind cryptocurrency, and is helping her firm bridge the gap between technologists and regulators. Filmed on May 9, 2019 in San Francisco.

Comments

Transcript

  • UJ
    Ulf J.
    15 October 2019 @ 13:57
    Great interview Kyle and thanks to your guest she seems like an honest person and an intelligent person with an open mind. 21000 btc 2013 was 6 million USD. I don't agree that swift is good because it is one country who decide who is a bad actor. France, Germany, UK, governments announced the successful implementation of INSTEX at a meeting of the Joint Commission of the Joint Comprehensive Plan of Action (JCPOA) on June 28, 2019. France, Germany and the United Kingdom informed participants that INSTEX had been made operational and available to all EU Member States and that the first transactions are being processed. Ongoing complementary cooperation with the Iranian corresponding entity (STFI), which has already been established, will speed up. They confirmed that some EU Member States were in the process of joining INSTEX as shareholders, the special purpose vehicle aimed at facilitating legitimate business with Iran. They are also working to open INSTEX to economic operators from third countries.
  • UJ
    Ulf J.
    13 October 2019 @ 06:53
    Great interview, but do you release that what you are talking about is also the USA? China is picking up on what the USA has done since WWII. Controlling the narrative heard about CIA and mockingbird and just recently a Spanish surveillance company that had security cameras at Ecuador Embassy was giving all data to CIA to spy on people who met with Assange and his lawyers this is criminal behavior and against the law. They have tapes when Pamela Anderson is using the restroom in the Embassy. FBI spying on John Lennon is that freedom of speech, What about CIA smuggling drugs to the USA or CIA trying to take out an Elected President Trump. The USA protecting Chinese who beat up protesters on the US soil, what about USS Liberty when Israel killing soldiers of the USA the relatives to the killed sailors was forbidden to talk to the press. Israel and Palestina it is a concentration camp are also controlling the narrative. Epstein pedophilia case involving a former President they control the narrative it is buried. Patriot act is the law taking away yours right ask Susan Lindauer former CIA asset. Kyle should read the book confession of an economic hitman by John Perkins. The World is losing trust and is tired of the USA not showing respect to other countries. It is not only in Hong Kong there is protesting but the media is controlling the narrative there is still Yellow west protesting in France. What about the USA involvement in Hong Kong demonstrations it was starting as a genuine protesting but was it hijacked? The USA is losing trust that's why Russia was forced to move towards China this was a grand mistake and Europe lost a lot from it.
    • UJ
      Ulf J.
      13 October 2019 @ 07:17
      The wrong topic can I delete?
  • CH
    Chris H.
    13 October 2019 @ 02:31
    I don't remember them talking about ripple at all. Probably because she is invested heavily in it . Andreesen Horowitz is a listed investestor in ripple inc. So this interview is misleading at best. How can you give your viewers the info they paid you for when your bullshit interviewee doesn't discuss the biggest thing in blockhchain because of conflict of interest? kinda makes me rethink my sub
  • WP
    William P.
    11 October 2019 @ 20:08
    Can we get an interview with Roger W. Robinson? Would like to see a strong interviewer explore with him China’s use of American capital markets and the resulting entanglements and conflicts of interest.
  • KS
    Karen S.
    11 October 2019 @ 15:51
    She's wrong about stable coins. Maker (the company) decides the rate of Dai. It's not automatic.
  • KS
    Kathleen S.
    30 September 2019 @ 16:38
    There is NO PROOF that Ross Ulbricht hired anybody to do this ---- such bullshit. Joke is the FBI agents who are suppose to be in charge of upholding the law where the ones that stole the bitcoin. "Good Guys gone bad?" Sure Kyle ---- Nope, they were always BAD. Just shows you can't TRUST anyone and that our criminal justice system is corrupt as shit - Jeffrey Epstein, Jon Corizine??? There is no rule of law, we have two different sets of laws. Yeah, rich ruling elite don't conspire??? LOL!!!! The existence and ultimate "suicide" LOL - of Jeffrey Espstein shows that our world is pretty much run by psychopaths.
  • AG
    Alexander G.
    19 August 2019 @ 17:56
    I liked the story. and I agree with other, Mr. Kyle came unprepared which is missed opportunity to discuss role of regulations in the context of wrong doing of banks, MF Global etc.
  • AH
    Alfred H.
    24 July 2019 @ 06:18
    Absolutely fascinating...
  • TT
    Tokyo T.
    21 July 2019 @ 11:18
    Kyle is a humble host in his interviews. Great topics, let's his guest speak, doesn't have to know everything. Thanks for a great interview.
  • JD
    John D.
    3 July 2019 @ 01:38
    Great Conversation...
  • JO
    Johnny O.
    25 June 2019 @ 14:50
    We need to regulate the hell out of crypto exchanges and transactions and demand every user's tax details, because clearly the sense of security provided by the regulatory seal of approval has been a total success in keeping the banks behaving honestly and safely while assuring customers of banks and investors in banks that their money is safe and secure. Perhaps we could sweeten it with some sort of deposit insurance fund that has no hope of paying out in a market-wide crash. Failing all that, a giant bail-out. No thanks. As a general rule, I avoid the crypto exchanges that operate in the US, where there is sadly a greater risk of financial repression.
    • DR
      David R.
      25 June 2019 @ 15:06
      Regulate, control, tax, centralize and rely on the State to keep money in crypto "safe and secure"?...lol. IMO you're either being satirical or else you misunderstand the fundamental concepts of the cryptocurrency space. Instead, go keep your money in a regulated, fractional reserve, typically insolvent bank, whose financial statements are works of fiction as legally allowed (even encouraged) ever since Congress put a gun to the head of FASB and forced the end of mark-to-market accounting in March 2009.
    • WG
      Wade G.
      12 July 2019 @ 22:15
      My thumbs up for Johnny O assumes his post was meant to be biting sarcasm... I'd be stunned if it wasn't.
  • BS
    Brandon S.
    25 June 2019 @ 03:11
    I’ve enjoyed Mr Bass’s other interviews. It was a shame he squandered such a great opportunity at what could have been a really high level discussion. The regulatory question is huge in this space and here’s a prior DA to discuss it with and he doesn’t even know what TOR is? Also the discussion about stable coins and smart contracts near the end could have gone a lot deeper had Mr Bass had even a rudimentary crypto knowledge.
    • AT
      Atul T.
      21 July 2019 @ 07:04
      Completely agree. Mr. Bass was completely unprepared for this discussion. Poor reflection on him not crypto. Perhaps a reflection of how much he respects the person he was interviewing or how serious he thinks crypto’s role will be in the future. Having said that I have to also add that I’m no expert.
  • TP
    Timothy P.
    24 June 2019 @ 19:37
    What I'd like to see is Kyle Bass' response to this massive post on RMB financial engineering -- https://deep-throat-ipo.blogspot.com/2019/02/dalios-big-debt-crisisthe-fsb-report.html?m=1 Summary: "After a few years, the Dollar will no longer be the world's Reserve Currency. The RMB, through the greatest financial shell game in history, will have replaced it as the primary global settlement vehicle. That's the ultimate end game." "I've concluded, over the last few months that it's not the RMB that will collapse.....the path we're on is that Western Currencies will be devaluing to the intrinsic value of the "already collapsed" RMB. Further, I'm probably the only person saying this. Most economists wouldn't imagine anything like this could possibly happen until they take a really unconventional, outside the box, look at the numbers. That's exactly what the CCP is counting on." If you guys at Real Vision could get some kind of response to this, I'd love to see it. Appreciate your service and Kyle's videos, as always.
  • JH
    Joel H.
    24 June 2019 @ 03:38
    Really interesting!
  • DB
    Douglas B.
    24 June 2019 @ 01:40
    Free Ross Ulbricht.
  • RF
    Richard F.
    23 June 2019 @ 20:56
    WONDERFUL; bring her back at least yearly
  • RP
    Ryan P.
    23 June 2019 @ 18:16
    This is why I subscribe to RV.
  • Av
    Ad v.
    23 June 2019 @ 17:00
    Great content! The stuff why I signed up in the first place.
  • SS
    Simon S.
    23 June 2019 @ 14:00
    Is there anyone else confused? I came to this video from Mike Green volatility series and it seems like I turned from bbc to cartoon network. I seriously believe there is not a single RV person that can be worse than Kyle Bass to do this interview. Totally biased towards US centric point of view and without basic knowledge of crypto. I don't know if he was joking but it is not possible to do that kind of interview if you're lacking concepts as the onion router..
  • CL
    Chuck L.
    23 June 2019 @ 07:13
    Thanks, Kyle, for sharing this conversation which gives most of us RV subscribers some insights into a brave new world. We would not have benefited if you had waited until you mastered the subject. Another excellent learning opportunity consistent with RV’s mission of educating ordinary investors.
  • ww
    will w.
    23 June 2019 @ 04:49
    The PERsecution of Ulbrecht stands as one of the most disgusting abuses of the DC Deep State's illegitimate power. So many abuses of due process and judicial propriety. Much like the persecution of Bernard von NotHaus. Frightening what these two cases say about the rogue state that operates out of Washington D.C. -- no alternative to their phoney-money scam will be tolerated!
    • DB
      Douglas B.
      24 June 2019 @ 01:39
      Guaranteed that whoever down voted this comment hasn't a clue about the case.
  • PG
    Philippe G.
    22 June 2019 @ 22:33
    Wow, fascinating story!!
  • KS
    Karen S.
    22 June 2019 @ 21:12
    Free Ross Ulbricht
  • SU
    Shakeel U.
    22 June 2019 @ 12:26
    When Kyle asked her that the US will loose it's powers to sanction other countries by stopping them from moving capital Kathryn gave a rambled a response that did not answer the question. But that's actually a strength of Crypto currency, it stops a bad actor govt (USA) from crippling other countries.
    • WC
      Wilson C.
      24 June 2019 @ 12:01
      While I'm not a fan of Kyle's anti-China opinion, he did a pretty good job in the interview, fascinating stuff. His patriotic mindset (obvious to international viewers) did poke through a few times, esp with his view of SWIFT as a weapon against bad actors (ie, countries that USA wants to apply pressure to) but Kathryn was very diplomatic (IMHO correctly so) to point out "responsible govt action" and that a global centralized system has a single point of failure. Nicely said.
  • SS
    Shanthi S.
    22 June 2019 @ 10:43
    Hmmm... all “murder-for-hire” charges against Ross Ulbricht were dropped. None of his convictions related to violent acts. He has never been charged with murder-for-hire crimes, and many believe his sentence is unreasonably harsh. There are serious questions which remain unanswered about the source of these (since dismissed) murder for hire allegations, as they were linked to the two rogue agents that themselves were committing crimes. I’m surprised RV thought it reasonable to air this interview in its present form. A likeable Kathryn Haun gives no indication that Ross may in fact have had nothing to do with any murder-for-hire crimes. Ross Ulbricht is a Libertarian who wrote prolifically about non-violence, and said things like, “SilkRoad while under my watch will never harm a soul. If we did, then we are no better than the thugs on the street.” It seems Ulbricht has been unfairly represented here. On top of that, am I the only one completely gobsmacked by the irony of Haun celebrating the case that lead to the incarceration of Ulbricht, basically for running what many legitimately regard as a “Libertarian Paradise” platform, and then speaking of her involvement in dapps!? Huh? Does no one else see it?? One more minor criticism. I object to the implication that Anarchists don’t want regulation. That’s not necessarily true. Rules and regulations are not incompatible with Anarcho-Capitalism or Anarchy and voluntarism in general. Coercive rulers and a system based on coercive control, which we are all involuntarily subscribed to from birth ‘til death, and cannot feasibly opt out of, are the issue. Driving on the same side of the road as everyone else, and not infringing on others, is not. Two likeable people and an interesting, but unfair (to Ulbricht) conversation.
    • KS
      Karen S.
      22 June 2019 @ 21:15
      Completely. I am disgusted by how misrepresented he is.
    • JO
      Johnny O.
      25 June 2019 @ 14:30
      The biggest crooks in this story seem to be govt agents (with too much power)
  • KW
    K W.
    22 June 2019 @ 07:15
    I think Kyle need to speed up on his crypto learning curve. Its obvious from the conversation he is behind the curve and have bias (good or bad). But Kathryn Haun explains things in a very clear and defined way. I can tell Kyle is taken aback from the last subject on smart contact collateral. I've not hear much about that but from the surface seems like a future financial WMD if it become widely adopted. At the end of day we all get f#@$ over by greed.
  • JS
    John S.
    22 June 2019 @ 07:04
    another fantastic very interesting interview from Kyle Bass. As for Kathryn what a great person. well done.
  • HL
    HORNLONG L.
    22 June 2019 @ 05:12
    What a fantastic interview! Kathryn is such a story teller, cudos to Kyle bass with such a portfolio of friends from bannon to miles kwok and now kathryn!!!
  • JA
    Jeff A.
    22 June 2019 @ 04:58
    I respect Kyle Bass for his accomplishments in the past., but he is out of his league in the crypto space. In this interview he exhibits his lack of knowledge of how bitcoin works and what is possible with value transfer over IP. She's great though! The back story on DRP and others is fascinating!! Thank you very much! Jeff
    • AR
      Anthony R.
      23 June 2019 @ 02:48
      Its OK that he's out of his league on the topic. Great example of what we're all doing - continuing to learn..... Even Kyle Bass needs to keep learning. And so the rest of us learning ride along with him and the other great interviewers at RV. I don't have a problemo with it.
    • VM
      Vincent M.
      23 June 2019 @ 12:32
      Kyle for one does not make quick decisions. He is a natural skeptic who does deep research before making a bet. I consider that a great lesson for all. Second, he is willing to admit he was late and missed the early fortune.
  • DS
    Doug S.
    22 June 2019 @ 03:31
    Free Ross!!!!!
    • SS
      Shanthi S.
      22 June 2019 @ 08:34
      Free Ross!!!!
    • KS
      Karen S.
      22 June 2019 @ 21:14
      Free Ross!
  • XS
    Xin S.
    22 June 2019 @ 00:52
    10% of negative review is about the norm. Just google Ulbricht – "formerly known as Dread Pirate Roberts, founder of the Silk Road Dark Web online market – was convicted in 2015 on charges of money laundering, conspiracy, drug and hacking-related charges." I am suspicious about the government and therefore no confident vote on this interview.
  • PN
    Paul N.
    22 June 2019 @ 00:27
    Wished they could have finished with the Silk Road story. The 2 rogue agents involved were also extorting and blackmailing the CEO of mtgox, presumably to ensure he would destroy the paper trail and launder their money for them.
  • RK
    Robert K.
    21 June 2019 @ 22:09
    We all end up in chains. It is ironic that with government involvement these technologies will backfire on the basic principles and freedoms it was supposed to enable. Ignore all the shitcoin and shitbase mumbo-jumbo and run full Bitcoin nodes dudes. Fight for your freedoms.
  • DC
    Daniel C.
    21 June 2019 @ 21:50
    Amazing interview. This is the type of content I subscribe for. Thank you
  • rn
    rick n.
    21 June 2019 @ 20:49
    American Kingpin by Nick Bolton is a great book about the whole Silk Road case. Highly recommended if you want to go deeper into that story.
  • DJ
    D J.
    21 June 2019 @ 20:16
    This is a great interview.
  • JK
    Josh K.
    21 June 2019 @ 20:12
    Thank you!
  • AG
    Alex G.
    21 June 2019 @ 20:08
    RIP LimeWire RIP Silk road
  • CC
    CHRISTOPHER C.
    21 June 2019 @ 19:39
    Best of crypto week for sure. Too bad FINRA & Treasury continue to burden the industry with useless AML nonsense...
  • SS
    Steve S.
    21 June 2019 @ 19:26
    Great interview. I do however wish that she continued explaining the whole Silk Road story as it was fascinating rather than having the interview shift. But I do understand the time constraints.
  • DB
    David B.
    21 June 2019 @ 18:39
    I've been looking forward to this interview. Such an exciting space...rare to find such an overwhelmingly asymmetric reward versus risk profile. Not often can a modest investment have the potential to pay off at a magnitude like we are seeing with bitcoin / crypto. Thank you Katie & Kyle!!
  • JB
    Jason B.
    21 June 2019 @ 18:16
    There's only 10+ Silk Road copycats on the dark web now. And Ross Ulbricht was railroaded at his "trial." He was tortured with sleep deprivation techniques, etc before the show trial started. He was not allowed to have discovery of the evidence the federal government had or to present an alternative theory for his defense. And he received a far harsher sentence than people who murdered someone.
    • SS
      Shanthi S.
      22 June 2019 @ 08:31
      Free Ross!!!
  • OC
    Otto C.
    21 June 2019 @ 16:54
    Fascinating interview!!! We, as subscribers, often criticize Real Vision for bringing us topics which might seem way out there. However, I appreciate that RV is giving us uncensored and unbiased content. How else can we grow if we are sheltered from, what might seem, outrageous points of view. Thank you RV and keep up the great work!!!
    • DH
      Damian H. | Founder
      21 June 2019 @ 17:35
      You’ve nailed it Otto
  • BP
    Bryce P.
    21 June 2019 @ 16:47
    Another terrible interview from Kyle. Shame on you RV for letting Kyle interview this gov garbage mouth piece. Kyle hates China and their lack of freedom and lack of transparency. However, he's cool with this type of repressive garbage and spying. Kyle's hypocrisy and hers knows no bounds. Now she works in crypto. Seriously can't make this stuff up. I challenge RV to do the right thing and now interview Lyn Ulbricht.
    • SS
      Sam S.
      21 June 2019 @ 20:27
      Gee Bryce a little harsh. Take it easy.
    • PN
      Paul N.
      22 June 2019 @ 00:30
      I'd like to hear a Lyn Ulbricht interview as well, but we can do without the slander. People are not nearly as black and white as that, and neither is the Silk Road story.
    • XS
      Xin S.
      22 June 2019 @ 00:47
      I could not figure it out what positive role she, the representative of the government, could play a positive role in the system. She represents the counterproductive and self-interest regulated body. Since when, SEC or CFTC stops/prevents the market or economy collapse?
  • RE
    Richard E. | Contributor
    21 June 2019 @ 16:12
    That was great
  • JA
    John A.
    21 June 2019 @ 15:32
    My main question would have been whether governments will allow us to continue to lawfully use these alternate currencies. My guess is that governments will eventually take over the technology for their own monetary use, and outlaw any other cryptocurrencies as akin to counterfeiting. Libertarians will have the nightmare of their creation being turned against them, and governments having total monetary power over their citizens. We are looking at the potential end of financial privacy, enabled by these “breadcrumbs”.
  • HH
    HODL H.
    21 June 2019 @ 15:24
    what a great interview! Was really surprised Kyle didn't know what Tor was. More interviews like this please!
  • IO
    Igor O.
    21 June 2019 @ 15:24
    That will be a good movie.
    • JM
      John M.
      21 June 2019 @ 16:54
      Agree, that story would be a box office hit.
  • MC
    Mike C.
    21 June 2019 @ 14:29
    Great interview. Please keep the crypto content coming!
  • SS
    Sam S.
    21 June 2019 @ 14:28
    Super informative look into behind the scenes playbook against the bad actors in tech. It's great to know there are some positive actions by our government. But it's horrible to hear the criminals worked as double agents for government. TRUST is the only TRUE currency! Anyone who puts money to work in digital currency, for whatever reason, has to have some worry and concern about it's safety. Trail goes cold once the discussion shifted from Mt. Gox and the NSA agent to her leaving government after being a prosecutor. Tell us the rest of the Mt. Gox and what happened to the bad actors, please! Katie didn't really provide for Kyle's questions regarding where the investment opportunities make sen$e. I loved this presentation and want hear more. Two Thumbs Up!
  • ID
    Igor D.
    21 June 2019 @ 13:47
    “It’s like living in San Francisco” had me dying hahahaha
  • JM
    James M.
    21 June 2019 @ 13:46
    Who takes the USA out of the SWIFT system when they are a bad actor? Oh yeah, no one since Nixon ditched the Bretton Wood agreement in 71! Ah well, I guess as the dominant empire of today they are exempt. Americans do love the childish 'Good Guy' and 'Bad guys' simplistic analogy. So I think it would be logical to conclude if you act as all other failed empires before you that you will follow the same fate. Pity their the first empire with the capacity to destroy all life on planet earth and the only country to offensively deploy WMDs. TWICE!
    • RR
      Rex R.
      22 June 2019 @ 00:18
      Yeah -- and we saved the World --Twice. What was your government doing in the 20th Century?
    • JM
      James M.
      25 June 2019 @ 23:02
      'We saved the world'... Did you fight in the second world war? You don't think the 27,000,000 Russian casualties, The Russian Eastern front offensive and the Russian Northern invasion of Japan had anything to do with the defeat of the Nazis and Imperial Japan? You don't think the funding from Prescott Bush's company BBH and New York-based UBC had anything to do with the rise of the Nazi party? My government was your government for many years assuming you are from the USA. I was a UDT diver in the military and was deployed to two conflict zones. Primarily I learned from that, and a lot of reading that all wars over the last 5000 years have been about money unless of course, you are defending urself from an aggressive empire. Maybe you could find time to read a book by General Smedley Darlington Butler called 'War is a racket'. Assumption is the mother of all fuck ups we used to say in the Navy ...but I assume you haven't read that book.
    • SR
      Shawn R.
      17 October 2019 @ 08:23
      Reply to James M.-UDT? Thank you for your service. Few know what UDT was/is nowadays unless they are Navy or over 50. The highly skilled, intelligent and versatile Frogmen were MUCH more than demolition. I have family who was UDT in the late 1950's, when our country was "not" in VN and "not" in many other places. I enjoyed the interview by Kyle, thanks RV.
  • GS
    George S.
    21 June 2019 @ 12:39
    Epic!
  • HC
    Howard C.
    21 June 2019 @ 12:04
    Great interview though it seems that Kyle is still a bit of an old school statist when it comes to regulations and cryptos and his flag-waving understanding/interpretation of money laundering. Was really a breath of fresh air to see a former Fed prosecutor state with complete clarity that the anti-money laundering(AML) and Know Your Customer(KYC) regulations are expensive and dismal failures. Like the war on drugs, it is hard to change failed policies and practices once they are implemented -- easier to change jurisdictions.
  • rs
    rohan s.
    21 June 2019 @ 11:40
    Great interview, RV more of Ms Haun
  • SC
    Sejong C.
    21 June 2019 @ 09:57
    Almost a good bestselling audiobook. Thanks.
  • TH
    Timo H.
    21 June 2019 @ 08:38
    The best interview of the crypto week, hands down!
  • SF
    Simon F.
    21 June 2019 @ 08:29
    Kathryn combines a lawyers ability to sort wheat from chaff without being emotionally distracted, with a refreshing intelligence and imagination to grasp what is possible in our future. I have watched all the recent videos with Kyle and am increasingly concerned that he is weighed down with a linear and simplistically binary framework that appears to be driven by fearfulness. She told him that 99.9% of bad actors continue to act with impunity. What we need Kyle is not more command and control but more imagination and an ability to understand that the rest of the world is not out to get us, but, as always a few people over there, as well as frankly over here, are and always will be however much you raise tariffs, apply sanctions, turn off Swift and send in the troops. The emerging digitally decentralised and increasingly multipolar world will be increasingly resistant to sanctions and weaponised currency. We don’t control the world now, and we sure wont in the future. Time to focus on re-winning the argument.
    • DR
      David R.
      21 June 2019 @ 12:02
      How is Kyle's USD/HKD trade going? Oh, it has collapsed from its high tick when discussed and now sits at a one-year low, lol. By the way, HK is the world leader in fintech and financial blockchain applications with crypto, which are now actively and widely in-use by many millions of people in that region currently. Some amazing companies and work being done over there in that space. Fascinating.
    • CL
      Cyril L.
      21 June 2019 @ 18:41
      David R. you're right it has collapsed from 7.85 to 7.81. Wow. 1987 comes to mind.
    • DR
      David R.
      22 June 2019 @ 08:43
      Cyril, yes there are some similarities... Tumbling dollar, rising stocks and soaring deficits crowding out private borrowing. Something must break whether it be stocks, bonds or dollar. So far it's the dollar breaking but it's early yet.
    • DR
      David R.
      22 June 2019 @ 23:01
      So there's a new investment podcast on Macrovoices today by HF mgr Erik Townsend with Louis Gave, the HK-based partner of the outstanding globally-based institutional money mgr (Evergreen Gavekal in US for UHNW individuals only). Louis was the first out immediately explaining why Bass's much-publicized USD-HKD peg trade two months ago would fail, as it has so far with the peg having since moved straigtht down to the bottom of its range, instead of breaking as Bass bet. Today, Louis is back taking it a big step further by explaining why the Yuan will rise significantly against USD, contrary to the consenus back home in the US. His record and expertise merit at least serious consideration. https://www.macrovoices.com/110-macro-voices-all-stars/603-all-stars-20-louis-vincent-gave-hong-kong-protests-chinese-yuan-outlook
    • WC
      Wilson C.
      24 June 2019 @ 12:12
      100% agree on Kyle. His research is top notch but using it to push his views (whether anti-crypto or anti-china) is concerning.
  • PB
    Pieter B.
    21 June 2019 @ 07:42
    Amazing! Thanks a lot!
  • LJ
    Liam J.
    21 June 2019 @ 07:42
    This is an awesome interview. Talk about having an interesting career.
  • JS
    John S.
    21 June 2019 @ 06:35
    Thoroughly enjoyable
  • HK
    H K.
    21 June 2019 @ 06:25
    fantastic interview
  • HK
    H K.
    21 June 2019 @ 06:13
    clearly shows who the more corrupt entity is
  • Kv
    Kristian v.
    21 June 2019 @ 06:02
    20 minutes in so far... wow this is fascinating!