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Erik Townsend and Patrick Ceresna welcome Kyle Bass to MacroVoices. Erik and Kyle discuss:

  • All-time highs despite the pandemic – are we shifting into a new paradigm?
  • Impending inflation and how to trade it 
  • Is gold still the best hedge against fiat debasement?
  • Is the bond bull market finally done and are we headed toward negative yield?
  • Negative yields in Europe – will this recover as inflation begins?
  • How will Biden administration change the macro outlook?
  • Implications of electrification of the economy
  • Will Singapore be replacing Hong Kong as the financial center in Asia?
  • Perspectives on crypto currencies

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J. Kyle Bass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities.

Mr. Bass is a founding member of the Committee on the Present Danger: China.  Mr. Bass is the former Chair of the Risk Committee of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $45 billion.  Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission.  In 2015, Bass was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine.  Mr. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, UC Berkeley, University of Chicago, University of Texas, and the University of Virginia.  Mr. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism and is a member of the Council on Foreign Relations.

Before forming Hayman, Mr. Bass was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns.  He graduated from Texas Christian University with a degree in finance.  Mr. Bass serves on the board of the Texas Department of Public Safety Foundation, Melinda’s Foods, and Ionic Security. Mr. Bass also serves on the advisory board of Predata, a machine learning and predictive analytics platform.

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