Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the pote ... Show More
Sep 2
The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly suppor ... Show More
1 h
Aug 26
Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly suppor ... Show More
58m 32s
Mar 2024
TIP611: The Bear Case for China w/ Kyle Bass
On today’s episode, Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis’ book The Big Short. After seeing Chinese stocks d ... Show More
1 h
Jul 2024
A Conversation with Paul Gruenwald: Global Economic Trends and China's Role
In this episode, Nathan sits down with friend of the podcast Paul Grunewald, the Global Chief Economist for S&P Global Ratings, who shares his thoughts on the global macroeconomic picture and the specific economic landscape in China. More S&P Global Content: Working While Caregiv ... Show More
26m 58s
Apr 2024
Lesser of Two Evils & A Conversation with Michael Kao
We’ve got a podcast unlike any other this week featuring Guy Adami and Danny Moses. The guys start the show by digesting a litany of economic data released this week (5:00), what retail stocks say about the consumer (7:30), concerning price action in commodities, gold & silver (1 ... Show More
57m 6s