The Kyle Bass Interviews - If We Don't Get it Right, the Consequences are Dire

1

Introduction

00:00 • 3min

2

Is Your Firm One of the Top IRR Best Returning Firms?

03:05 • 3min

3

What's the Global Decline Rate?

05:53 • 3min

4

What Does That Mean to the Global Oil Markets?

08:42 • 4min

5

Is There a Transition Policy?

12:44 • 5min

6

ESG Pressure in the Oil and Gas Sector

18:13 • 3min

7

Oil and Gas Will Be Easier to Break the Dependency on Russia

21:34 • 3min

8

Europe's Going to Be a Combination of a Number of Things, Right?

24:35 • 2min

9

Are You Trying to Be Pragmatic in Your Approach?

26:10 • 3min

10

Energy Transition - Do We Have a Proper Energy Transition Plan?

29:40 • 5min

11

Are We Really Thinking About National Security Right Now?

34:42 • 3min

12

The World's Going to Have a National Security Problem Because of COVID

38:04 • 1min

13

Can the 2030 Plan of the World Be Executed?

39:33 • 3min

14

What Are the Trade-Offs?

42:25 • 3min

15

Are You Going to Buy Solar Panels From China?

45:09 • 2min

16

Is It Impossible to Hit the 2030 Targets?

47:30 • 4min

17

The Biden Administration

51:08 • 4min

18

Nuclear Is the Cleanest Form of Energy in the World, Right?

55:10 • 2min

19

Is This a Blue State or a Red State?

57:23 • 2min

20

The Cost of Small Modular Nuclear Plants

59:27 • 2min

21

Price Is Going to Focus Hydrocarbons More Than Anything, Right?

01:01:26 • 3min

22

Is Gas Going a Lot Higher?

01:04:39 • 3min

23

Hydrocarbons

01:07:27 • 5min

24

Energy Transition

01:12:13 • 4min

25

Will Vanlo and Kyle Bass - A Conversation on Energy and Climate Change

01:16:18 • 3min