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. He is a founding member of the Committee on the Present Danger: China. He is also Chairman of the Board of The Rule of Law Foundation. 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. He 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. He 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. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism. 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. Kyle serves on the board of the Texas Department of Public Safety Foundation and is on the advisory board of Predata, a machine learning and predicative analytics platform.
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Episode 110
Kyle Bass
Kyle Bass | The Present Danger: America, China, and the Second Cold War
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. He is a founding member of the Committee on the Present Danger: China. He is also Chairman of the Board of The Rule of Law Foundation. 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. He 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. He 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. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism. 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. Kyle serves on the board of the Texas Department of Public Safety Foundation and is on the advisory board of Predata, a machine learning and predicative analytics platform.
In this week’s episode of Hidden Forces, Demetri Kofinas speaks with Chief Investment Officer of Hayman Capital Management and founding member of the “Committee on the Present Danger: China,” about the gathering threat posed to Western, liberal democracies and open societies by the Chinese Communist Party. Kyle explains how the CCP and its state champions have been using US capital markets to fund the development of China’s armed forces, the threats posed by a Chinese operated 5G network, as well as concerns about the acquisition and use of Americans’ genomic data by the Chinese government. Kyle also goes into detail about his thesis on Hong Kong, its peg to the USD, as well as the fragility of its banking system. Additional topics include the “reeducation camps” and reports of organ harvesting in Xinjiang, the Chinese social credit system, the Federal Reserve Repo market, and Kyle’s outlook for the macroeconomy.
The second part of this discussion is available to Hidden Forces Patreon subscribers. You can access that part of the conversation, as well as the rundown and transcript to this week’s episode by subscribing to one of our three content tiers. All subscribers also gain access to our overtime feed, which can be easily be added to your favorite podcast application.
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KyleBass is the Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. He is a founding member of the Committee on the Present Danger: China. He is also Chairman of the Board of The Rule of Law Foundation. 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. He 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. He 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. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism.
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. Kyle serves on the board of the Texas Department of Public Safety Foundation and is on the advisory board of Predata, a machine learning and predicative analytics platform.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
