The Interview – The State of Global Macro through Coronavirus Chaos – Kyle Bass & Raoul Pal

Keywords List

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economy

Summary

• 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 potential for the global economy to stave off an insolvency crisis.

• Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today’s uncertain markets.

• Filmed on May 7, 2020.