Kyle Bass: War Between The US & China Within 2 Years Or Sooner?


2022 has been a difficult one so far for investors to successfully navigate.

The US economy looks to be entering recession. Europe is in even worse shape. China is struggling, too, while tensions with Taiwan mount dangerously.

This year has also had one of the worst 1st halves of the year for both stocks & bonds in history.

And with economic growth contracting, inflation remaining at 40 year highs, and the Fed continuing to increase the cost of

capital through rate hikes — financial asset prices may still have lower to go.

What will the key macro drivers be through the end of the year? Are the markets through the worst of the challenges, or are things just warming up? Are there attractive opportunities for investors right now — or is this a time to hunker down?

Today we have the good fortune to put those questions to Kyle Bass, Founder & CIO of Hayman Capital Management.

Inflation Here To Stay As Globalization Dies? | Louis-Vincent Gave


Many of the most important developments shaping events here in 2022 are happening outside of the US

Obviously, Russia’s invasion of Ukraine has upended the geo-political chessboard, as well as world trade and the energy & financial markets.

China, too, is making waves that all nations feel.

What decisions these two world powers make, especially in terms of what kind of relationship they choose to have with the West going forward, will have large & long lasting implications.

To better understand

the situation from a non-US perspective, we’re fortunately to speak with Louis Gave, Founding Partner and CEO at Gavekal.

Luke Gromen: China Locking Up Key Global Resources By Exploiting US Dollar System


Geopolitical risk has been relatively subdued as an investment theme over the past decade. But it’s now moving quickly to the forefront, as today’s headlines about Ukraine, Russia & NATO make clear.

There’s another, much more quiet and poorly understood threat that I want to bring to your attention today.

It was raised by macro analyst Luke Gromen at last month’s Wealthion conference, where he explained that China is exploiting the US dollar system to lock up a growing number of key global resources.

In Gromen’s words “China is conducting an LBO of the world using the Eurodollar system, backstopped by the Federal Reserve and protected by the US military”

They have basically hacked the game America forced everyone to play, and have bent the rules to their interest. As Luke says, Nobody’s a bigger fan of the US dollar system than China, except for a few politicians and CEOs getting rich of the current scheme.

To understand this in more detail, as well as the serious consequences in store, watch this video from Luke’s presentation from Wealthion’s recent conference.