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
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