Hedgeye Podcasts cover image

The Best of Hedgeye: Kyle Bass → Recession Risk Rising

Hedgeye Podcasts

00:00

China's Economic Challenges and Global Implications

This chapter examines China's increasing dollar borrowing since 2014 and its economic implications, including commodity pricing and capital outflows. It highlights the stark contrast between the U.S. banking system's stability and China's precarious situation characterized by high leverage and non-performing loans. The discussion also explores the ramifications of China's governance over Hong Kong, emphasizing its impact on U.S.-China relations and the concerns for international businesses.

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