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cover of episode Billionaire CALLED OUT on China! Threw Down His Napkin and Walked Out of the Room

Billionaire CALLED OUT on China! Threw Down His Napkin and Walked Out of the Room

2025/6/30
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China Unscripted
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Kyle Bass: 我认为现在机构投资者对中国的抵制情绪达到了前所未有的高度，很难再被欺骗。他们意识到投资中国需要考虑到许多风险因素，例如缺乏审计、习近平的个人风险、潜在的战争风险以及缺乏法治。因此，机构投资者需要更高的预期回报率来弥补这些风险。过去18年投资中国股市的回报远低于中国GDP的增长，这进一步加剧了机构投资者的担忧。虽然仍有一些机构投资者继续加大对中国的投资，但大部分机构投资者都意识到投资中国需要更高的回报以弥补风险，BlackRock加大对中国的投资已不再是主流。

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Watch the full podcast here! https://chinauncensored.tv/programs/podcast-300   The Chinese economy is a ponzi scheme. And the house of cards are falling.   Joining us today is Kyle Bass. He is the Founder and Chief Investment Officer of Hayman Capital Management.   And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored   Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored   #China