Latest / The Julia La Roche Show
#010 Kyle Bass On Energy, China, Inflation, And More
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macroeconomics, geopolitics, and investment opportunities.
Regarding macroeconomics, Europe is facing one of the worst winters of high power prices ever due to its overreliance on Russia and policies pushed by shareholders, NGOs, and teenagers. As a result, Bass expects Europe to see a meaningful recession. What's more, he believes the solution to the mess in…
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