This is an absolute, must-see interview.
Renowned hedge fund manager Kyle Bass joined Hedgeye CEO Keith McCullough for a “pro-to-pro” discussion on China, global recession, and why interest rates may head to near zero by 2020.
You’re not going to get better perspective on the Chinese economic blowup risk anywhere else.
“When you think about leverage in the system, China has put together the most reckless financial experiment in world history,” Bass says.
We have transcribed key takeaways from this conversation between Bass and McCullough below. Also below is the replay from the entire 1-hour