Kyle Bass, CIO of Hayman Capital, sits back down with Raoul Pal in order to finally reveal the opportunity that he called “the most asymmetric trade ever seen in my entire life.”

Bass follows up on his earlier thoughts on China and lays out the logic behind his thesis. He also delves into the relevant historical context and discusses the risks to the financial system posed by an overvalued property market. Filmed on April 24, 2019, in New York.

TIMESTAMPS:

00:01:50 How to Play China
00:11:49 The Hong Kong Banking System
00:14:36 2018 vs 1998
00:18:04 The Hong Kong Monetary Authority
00:23:19 Capital Flight from China
00:30:25 Endgame Scenarios

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