Kyle Bass (@Jkylebass) is the Chief Investment Officer of Hayman Capital Management, and arguably the most outspoken China hawk on Wall Street.

I had Bass on the podcast to discuss his views on the U.S.-China economic competition, what a U.S. grand strategy with respect to China might look like, and much more.

What We Discussed

Why Bass believes China is a paper tiger
China's ignored Achilles' heel
The Chinese Communist Party's (CCP) effort to set up a competing global reserve currency
How the CCP has ensured a predominant pro-Beijing narrative in the U.S., through developing relationships with our political class, titans of financial services and other powerful sectors of the economy, and Hollywood--to our great detriment
How America can use capital market reforms to end the CCP's unfair trade practices
What Bass would do if he was advising the Trump administration on trade vis-à-vis China
Whether America can decouple from China, and what the consequences would be
The economic viability of China's Belt and Road Initiative
The stakes of the competition with Huawei in 5G telecommunications technology
Making China pay for its culpability in the coronavirus crisis
China's biggest Achilles heel
Bass's three major recommendations for a U.S. grand strategy with respect to China

Thanks for Listening!

Check out other episodes, show notes and transcripts at benweingarten.com/bigideas.

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Backed Vibes (clean) Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/