Hedgeye Podcasts cover image

The Best of Hedgeye: Kyle Bass → Recession Risk Rising

Hedgeye Podcasts

00:00

Yuan Dynamics and U.S.-China Relations

This chapter delves into the potential depreciation of the Chinese yuan amid a closed capital account and discusses the implications of U.S. economic policy under the Trump administration. It contrasts mainstream optimism with sobering economic indicators, urging caution for investors in U.S. equities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app