Today’s interview is something unlike any other that’s ever appeared on Forward Guidance. It concerns China, a country that once was the engine of global economic growth, but now is in the middle of its worst recession in over 20 years. Can China’s economy emerge stronger than ever? Let’s just say that today’s guests, Kyle Bass and Nick Glinsman, are not optimistic. Kyle Bass is the chief investment officer of Hayman Capital and Nick Glinsman is the founder of Malmgren Glinsman & Partners.
An important disclaimer: a guest today makes serious allegations that are solely his own opinion. Blockworks does not necessarily agree with these claims, some of which are unverified or unverifiable, and in no way endorses them. As always, nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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Timestamps:
00:00 Intro
01:06 Kyle Bass’ 2023 Macro Outlook
04:20 Will A Global Recession Curb Energy Prices?
13:10 China's Economy
23:00 The Chinese Communist Party
28:46 Why Won't Beijing Reflate?
43:57 Russia and Putin
48:42 Uranium and the Fed
52:19 Outlook on Bonds in 2023
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