Munk Dialogue with Kyle Bass
Munk Dialogue with Kyle Bass
Financial consequences of the conflict between the US and China over Taiwan
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.
“I would bet that 90% of people who own Ali Baba don’t realize that the own a fantasy football share of a company…the losses will be enormous”
-KYLE BASS
You may also like
June 9, 2026
– Listen
Munk Dialogue with Andrew Coyne: are we in a recession – or a growth trap?
July 10, 2026
– Listen
Munk Dialogue with Andrew Coyne: the Iran-U.S. ceasefire unravels and Alberta pulls ahead while Ontario and Quebec fall behind
June 23, 2026
– Listen
Munk Dialogue with Andrew Coyne: Trump loses his bargaining power and has Mark Carney’s “elbows up” promise delivered?
August 28, 2026
– Listen
Munk Dialogue with Andrew Coyne: Is Canada prepared for the long fight?
August 21, 2026
– Listen
Munk Dialogue with Andrew Coyne: how far is Carney willing to bend for Trump?
July 24, 2026
– Listen
Munk Dialogue with Andrew Coyne: Trump doubles down on the Iran war and tariffs, and an AI model escapes the lab
August 25, 2026
– Listen
Special Munk Dialogue with Andrew Coyne: Carney walks away from Trump and turns his Davos speech into action
July 17, 2026
– Listen
Munk Dialogue with Andrew Coyne: Trump undermines his own party and the crisis of Canadian conservatism
August 14, 2026
– Listen
Munk Dialogue with Andrew Coyne: the Canada-US trade deadline looms and Iran calls Trump’s bluff
July 31, 2026
– Listen
Munk Dialogue with Andrew Coyne: Canada’s two competing priorities and the new U.S. Fed Chair signals compliance with Trump
August 7, 2026
– Listen
Munk Dialogue with Andrew Coyne: Carney considers concessions to Trump as U.S. Power wanes abroad
July 3, 2026
