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
April 28, 2026
– Listen
Munk Dialogue with Andrew Coyne: Mark Carney’s new sovereign wealth fund is a solution in search of a problem
April 9, 2026
– Listen
Munk Dialogue with Andrew Coyne: the end of Pax Americana and the Liberals are within one seat of a majority government
April 14, 2026
– Listen
Munk Dialogue with Andrew Coyne: Mark Carney gets his Liberal Majority
March 25, 2026
– Listen
Munk Dialogue with Andrew Coyne: at this point, what is Iran’s incentive to negotiate?
April 24, 2026
– Watch
Foreign Wars Debate
April 7, 2026
– Watch
Gene Editing Debate
March 3, 2026
– Listen
Munk Dialogue with Andrew Coyne: Trump strikes Iran without a strategy
March 31, 2026
– Listen
Munk Dialogue with Andrew Coyne: Trump’s mixed messages on Iran and the NDP elects a new leader
May 5, 2026
– Listen
Munk Dialogue with Andrew Coyne: America and Iran inch closer to war, Ukraine proves itself worthy of NATO, and Canada moves closer to Europe
May 12, 2026