Kyle Bass (@Jkylebass) is the Chief Investment Officer of Hayman Capital Management, and arguably the most outspoken China hawk on Wall Street.

I had Bass on the podcast to discuss his views on the U.S.-China economic competition, what a U.S. grand strategy with respect to China might look like, and much more.

What We Discussed

• Why Bass believes China is a paper tiger
• China's ignored Achilles' heel
• The Chinese Communist Party's (CCP) effort to set up a competing global reserve currency
• How the CCP has ensured a predominant pro-Beijing narrative in the U.S., through developing relationships with our political class, titans of financial services and other powerful sectors of the economy, and Hollywood--to our great detriment
• How America can use capital market reforms to end the CCP's unfair trade practices
• What Bass would do if he was advising the Trump administration on trade vis-à-vis China
• Whether America can decouple from China, and what the consequences would be
• The economic viability of China's Belt and Road Initiative
• The stakes of the competition with Huawei in 5G telecommunications technology
• Making China pay for its culpability in the coronavirus crisis
• China's biggest Achilles heel
• Bass's three major recommendations for a U.S. grand strategy with respect to China

Thanks for Listening!

Check out other episodes, show notes and transcripts at benweingarten.com/bigideas.

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Backed Vibes (clean) Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/