Back to Navigation

Kyle Bass Dialogue | Munk Debates

November 21, 2022

Kyle Bass Dialogue

Financial consequences of the conflict between the US and China over Taiwan 

Guests
Kyle Bass

About this episode

As Xi Jinping enters an unprecedented third term as general secretary of China's Communist Party, many geopolitical experts believe his desire to strengthen China’s influence and power in the region will soon lead to a military invasion of Taiwan. The US, however, has made clear its intention to prevent that from happening. How could a conflict between the two superpowers play out, and how will it impact the global economy and foreign investment? What could happen to assets invested in China should the dispute intensify? American investor and founder of Conservation Equity Management Kyle Bass joins us for a candid discussion about the global financial consequences of a war between China and Taiwan and what investors should be thinking about in terms of the risks its poses to the North American economy.

Share:

Guests

Kyle Bass

"I would bet that 90% of people who own Ali Baba don’t realize that they own a fantasy football share of a company…the losses will be enormous."

Kyle Bass

"I would bet that 90% of people who own Ali Baba don’t realize that they own a fantasy football share of a company…the losses will be enormous."

J. Kyle Bass is a Co-Founder and Chief Executive Officer of Conservation Equity Management, LP. Bass is an avid landowner and conservationist in the state of Texas since 2003. He is also the Founder and Chief Investment Officer of Hayman Capital Management since 2005.  

Bass is a founding member of the Committee on the Present Danger: China. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism and is a current member of the Council on Foreign Relations. 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. 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 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 $65 billion.  

Before forming Hayman, 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. Bass serves on the board of the Texas Wildlife Association Foundation, Texas Department of Public Safety Foundation, Melinda’s Foods, and The Quad Fund.

Comments