China's lost could be a gain for South East Asia, esp countries like Malaysia, Vietnam and Indonesia. My buddies in China told me they see continuous outflow of investment capital esp among western firms
No doubt. It also seems that the US is really focussing on India as the next developing/middle income country. Also on a really macro scale, it seems that the US is going to slightly decrease their military presence in the world and add a lot to US infrastructure.
@snoopysnoops007 if it was up to me, we would have high speed rail and healthcare, with a military that protects only our bestest buds. But at least our investment in India will kick off whilst they are a democracy, something the nation of liberty and free speech conveniently looked over in China's case
Amazing how so called investment experts can be so sure how military and politic work especially about country that he doesn’t belong and language that he doesn’t speak and culture that he doesn’t understand. They love to throw few well rounded insights mixed with 1 or 2 seemingly related viewpoints believing these are correlated or even causative despite those viewpoints are completely out of their own expertise.
Finally someone really understand what is going on in China and accurately pinpoint the problems, the root causes of the problems, and the strategies to address the problems . Well said Kyle, great analysis. I watch Bloomberg everyday. they always invite people very naive when any topics coming up on China
Hye Kyle, what do you mean by your money? Did you gave that money free to China? Did you not got cheapest goods & services for your PC of Paper $$ which were supposed to pegged by Gold standard under the bretton wood agreement?
Your comment went south with the Bretton Wood thing. You, just like most of the gold standard people, don't understand how currencies work. US got cheap goods from China but they were also supposed to open their markets in return, not just sell cheap goods... that didn't happen. They also subsidize their industries like crazy which goes against fair trade practices so the money more flows their way. In addition, Kyle is talking about US money through investment, not money through Temu for cheap goods.
As an investor in the garments industry from North America I am certain that many companies got rich for their investment. We had cheap labour but quality goods and our markup is up to our company
CNBC kept similar pets like “jim creamer from mad money.” Just wiseword for kids and poor ppl under 10 million watching, don’t trade. Index and do nothing
He has given the Chinese military a very public mission and made it his own signature policy. This is the most second most powerful institution in the country. Having validated their military objective Xi cannot siphon resources away from that mission to help the public because then he may lose control. There are very aware the current economic decoupling means a diminishing combat readiness unless more resources are diverted from the public. He has to deal with the constituency that has the power to remove him and that's not the average citizens of China. If he tried to change course on the military that would be the end of him.
@@leanlifer yeah but compared to Israel, Taiwan isn't spending nearly enough on armaments and asymmetric counter tactics in acticipation of what seems like the inevitable.
Taiwan is part of China not part of USA. If they claim to be then let see how many US Army soldiers are going to station in Taiwan just like SKorea. Absolutely none.
Deglobalization will hurt the US, but Russia and China bowing out of it by actions will be destabilizing to both, with India and SEA being real winners but in harms way of that destabilization.
This guy lost a ton of money betting against China back in 2015. The fact that he's on CNBC talking like this tells me he's probably posted another bet against a Chinese recovery.
Starting about 6yrs ago, it's been very obvious. As reliable as the sun comes up, any news organization INTERNATIONALLY, UK, Germany, France, India, Australia, Italy, Spain, Mexico, South Korea, Japan, Any critical news on China, is flooded in a coordinated manner with Chinese who speak in English, or the native tougue of the presentation, with attacks. This became most clear during Huawei ban, and has been strong since. It's beyond obvious that it's government encouraged and tactics taught. Beyond obvious, for a very long time.
This disingenuous guest (Kylie) claimed that he has no xenophobic tendency against the Chinese people, but their government, then why did he fear-monger-ed to the 2 ladies that if we don't take this "war with China" seriously, we would be speaking Chinese? To be frank, we have to take responsibility for our economic problem because the most direct cause of the de-dollarization is none other than the incessantly mad printing of the dollar, whenever we have a deficit since the Vietnam War, which led Nixon to de-link the dollar from gold. May God stop this sad war-monger as only He could. Humans need peace, not incitement of hatred for the other through notion, by claiming that negotiating and working toward achieving understanding and peace is somehow showing weakness in trying appeasement.
@@praveeng3820china will take over Taiwan and all other jungle counties like tibet, since it doesn’t Hv nuke. Pakistan does have nuke. See the difference?
The ♠️ 🇹🇼 is holding over 🇨🇳 : It knows the exact location of their strategic military sites on the mainland. Put that together with The Pacific Alliance....
Wasn’t Yellen just in China begging them to buy our treasures bonds. Maybe with my 7th grade education l know more than these people. Thanks for the laugh !!
He is right on one thing China is spending the US$ trade surplus faster they can spend. China know the US$ is not worth the paper printed on. Kyle has not made it yet in China but many Americans did.
This man is dangerous in his anti Chinese rhetoric without consulting an expert in China. Sadly, most commentators rely on the spiels of military advisors to draw their conclusions like him thereby helping to feed their own war machine and not the world peace. The world no longer resembles the past, being strong doesn’t mean stubborn, it means flexibility and collaboration. War talk generates ill will and benefits only a few. The US can ban outbound resources but so can China with their raw materials and their purchases of our goods, hurting our farmers and manufacturers. Our trade and theirs are interlinked for decades. He should have known better before making hawkish comments.
China hates the West, along with their buddies Russia and North Korea, read their English papers, it only goes one way with China, they keep, you lose!?!
X band radar covers the entire China, backed up up by satellite systems ... There are 700 + US military ones above right now ...Everything is monitored in real time , especially in any crisis. After the last debacle 3 years ago on the line of control in the Himalayas, India redirected it's entire military to China from Pakistan, that includes at least 100 nuclear and a crash new missile programme. Combined with a real time targeting data deal between the US and India ... In any crisis over Taiwan there will be at least 8 Ohio class subs with 8 times 20 times 16 = 2560 150 ktonne mirv nuke warheads (10 times Nagasaki and 10 % designed for hardened target) all ready to go within the first island chain. As well as at least 3000 cruise, hypersonic and other missiles, average hypersonic ballistic flight time 1 minute 28 seconds to the East Coast. A hostile missile launch is detected in 6 seconds and the counter strike is ready to go 60 seconds later .. There is a 96 % chance of it going THW - Thermonuclear Hyper War ... Triggered by any attack on South Korea ,Okinawa and Guam etc ...so see end of Wargames 1983 on UA-cam... Now it is a billion times faster !! As the Computer says in Wargames .. Strange Game - The only winning move is not to play ... But some idiot may turn on AI control system just like Terminator .. So either way Armageddon .. So much for anybody's national security, territorial integrity and sovereignty then !! Everyone is thinking in the past ... All communications , internet etc will overload and fail in 60 seconds just like 9/11. Nuclear winter after THW temp drops to 4 C for 350 + years, and radiation from destroyed nuclear power plants for 400,000 + years ... Then the Planer has instantly solved global warming, removed the irritant species mankind, and can start again ...
Re-acquiring Taiwan by the end of next year? 😂😂😂😂 who are these people/experts? And these networks give them airtime like crazy 😂😂😂😂 Xi is going to bring war to the west 😂😂😂 what a drama queen.
the probabilities are very likely. listen to his own words and what he is telling his people what they need to do. your funny faces won't be so "funny"
Russia will be winding down its war with Ukraine by then, and that will then free up the Beijing side of the Beijing-Moscow partnership to start escalating in the east
It is particularly revealing as well as deeply galling that he says 're-acquire'. The CCP has never 'had' Taiwan for a single second of a single day. That he has made being anti-China his core mission in life and he can't even get the language right on this very fundamental issue just lays bare that he is a masquerading clown seeking attention; nothing more. Some friend of Taiwan he is...
Stop talking out of your as*. Russia never intended to invade Ukraine, the want to LIBERATE Dombass and Crimea, cause the Ukrainian Nazis where ethnically cleansing them. And that's what he's doing, he'll only go to Kyiv if he has to. And China can't invade Taiwan, you can't invade your own country. But they will take it from your evil control, and when that happens you'll send as many troops there as you did to Ukraine. 😂😂😂
China's lost could be a gain for South East Asia, esp countries like Malaysia, Vietnam and Indonesia. My buddies in China told me they see continuous outflow of investment capital esp among western firms
No doubt. It also seems that the US is really focussing on India as the next developing/middle income country. Also on a really macro scale, it seems that the US is going to slightly decrease their military presence in the world and add a lot to US infrastructure.
If you look at the number os SEA countries, you would find it worse than that of China.
well Geely china juggernaut making their first move into Malaysia, more will follow from china
China is toast
@snoopysnoops007 if it was up to me, we would have high speed rail and healthcare, with a military that protects only our bestest buds. But at least our investment in India will kick off whilst they are a democracy, something the nation of liberty and free speech conveniently looked over in China's case
Unlike Ray Dalio, Kyle is the one investor that’s truly understand China.
He lose his shirt for shorting the HKD$。
Amazing how so called investment experts can be so sure how military and politic work especially about country that he doesn’t belong and language that he doesn’t speak and culture that he doesn’t understand. They love to throw few well rounded insights mixed with 1 or 2 seemingly related viewpoints believing these are correlated or even causative despite those viewpoints are completely out of their own expertise.
like you, Kyle was out of his depth
He understood China? Just ask him how much money he lost by shorting China.
China evil CPP supporters here haha
Wow - this was an amazing interview - clear, concise and articules the major pivot points without delving into metrics.
Finally someone really understand what is going on in China and accurately pinpoint the problems, the root causes of the problems, and the strategies to address the problems . Well said Kyle, great analysis. I watch Bloomberg everyday. they always invite people very naive when any topics coming up on China
Finally someone who talks sense.
Another guy who follows Peter Zeihan.... aka a sheep
Great points. Too bad no one on Wall Street cares about anything but profits.
Capital is not going to China anymore. Wall Street already knows
Well said Mr .Bass
“Re-acquisition of Taiwan” - the PRC never ruled Taiwan. Not for a single day. Ever.
Finally someone with since has came he is incredible
U must b poor and ignorant
Hye Kyle, what do you mean by your money? Did you gave that money free to China? Did you not got cheapest goods & services for your PC of Paper $$ which were supposed to pegged by Gold standard under the bretton wood agreement?
Kyle is a con man😀
Your comment went south with the Bretton Wood thing. You, just like most of the gold standard people, don't understand how currencies work. US got cheap goods from China but they were also supposed to open their markets in return, not just sell cheap goods... that didn't happen. They also subsidize their industries like crazy which goes against fair trade practices so the money more flows their way. In addition, Kyle is talking about US money through investment, not money through Temu for cheap goods.
As an investor in the garments industry from North America I am certain that many companies got rich for their investment. We had cheap labour but quality goods and our markup is up to our company
@@valetudo1569we want our gold back that the U.S. own us. No more stalling.
@@oscar6832Ok you can have it back. It's coming in the mail in 2-4 weeks
Lots of fake info.
You are a fake profile and a Commie person.
Xhina is focusing in war games 😮 unfortunately and something will happen soon
the flood of China shills in the comments tell me he hit a nerve.
Re: We need a Ronald Reagan.
No one did more to gut American manufacturing jobs and the Middle Class than Reagan.
This guy makes sense!
So, it appears Wall Street has been sleepwalking to oblivion.
Dude lose almost 100% of his and his clients money shorting HKD last time ard 2021 lol…. Here comes again his jokes 😂😂😂
CNBC kept similar pets like “jim creamer from mad money.” Just wiseword for kids and poor ppl under 10 million watching, don’t trade. Index and do nothing
He has given the Chinese military a very public mission and made it his own signature policy. This is the most second most powerful institution in the country. Having validated their military objective Xi cannot siphon resources away from that mission to help the public because then he may lose control. There are very aware the current economic decoupling means a diminishing combat readiness unless more resources are diverted from the public. He has to deal with the constituency that has the power to remove him and that's not the average citizens of China. If he tried to change course on the military that would be the end of him.
No Problem!
Why is this failed speculator given airtime? He nearly lost his shirt shorting the HKD.
He lost 80% his clients money bet against HKD,2021? while keep 20% “performance fee for himself so the IRR of his scam is -100%
I wonder if Taiwan is doing enough to counter the oncoming invasion.
How can you prepare for a such strong military force?
Taiwan being a small island, has no strategic depth what so ever.
@@leanlifer yeah but compared to Israel, Taiwan isn't spending nearly enough on armaments and asymmetric counter tactics in acticipation of what seems like the inevitable.
Nahh.. that’s no invasion, just special military operations
Taiwan is part of China not part of USA. If they claim to be then let see how many US Army soldiers are going to station in Taiwan just like SKorea. Absolutely none.
Taiwan is trying hard to provoke and playing as puppet of USA.
Deglobalization will hurt the US, but Russia and China bowing out of it by actions will be destabilizing to both, with India and SEA being real winners but in harms way of that destabilization.
This guy lost a ton of money betting against China back in 2015. The fact that he's on CNBC talking like this tells me he's probably posted another bet against a Chinese recovery.
Ccp spy bots fast
@@isaacjson
penta goon bots follow soon, LOL
didn't he also bet against HK dollar recently? I bet it must be painful for him to get screwed two times by the same dude
In 2021 actually, I believe. That being said, he's not wrong about a lot of what he's saying here.
Trust the CCP as far you can throw it. Go visit there, if you want further proof.
Very astute. Great observations from Mr Bass.
This guy lost a whole lot of money shorting HKD and then a whole lot more shorting RMB. 😂😂
No children no children no children . what ever country should care about.. no f children
Hey Kyle, where's your Chinese confidante Miles Guo now?
Where is Ray Dilio?
Miles Gu is Conning ppl as always …. Lol old habits die hard
Chinese parents don't even have basement
lots of Chinese bots here so its best to ignore them. Agree with everything he says here. Take Xi's China very seriously.
Starting about 6yrs ago,
it's been very obvious. As reliable as the sun comes up, any news organization INTERNATIONALLY, UK, Germany, France, India, Australia, Italy, Spain, Mexico, South Korea, Japan,
Any critical news on China, is flooded in a coordinated manner with Chinese who speak in English, or the native tougue of the presentation, with attacks.
This became most clear during Huawei ban, and has been strong since.
It's beyond obvious that it's government encouraged and tactics taught.
Beyond obvious, for a very long time.
another gordon chang disciple.
Lol Alibaba like Jack Ma is gone
How ignorant.
What’s better in the US ?
They forgot to ask: Is Alibaba a buy at these levels?
buy the dip
Ccp North Korean Ccp bots
$60.
Isn't this a joke? When China had to buy all your bonds!
The Japanese and many other countries also owned US Bonds and they are planning a war
❤
All I can say is look at this ben graham stock called Huya
intresting person
He got his a$$ kicked by the Chinese for trying to short HKD !
is this guy a politician or a banker?
This disingenuous guest (Kylie) claimed that he has no xenophobic tendency against the Chinese people, but their government, then why did he fear-monger-ed to the 2 ladies that if we don't take this "war with China" seriously, we would be speaking Chinese?
To be frank, we have to take responsibility for our economic problem because the most direct cause of the de-dollarization is none other than the incessantly mad printing of the dollar, whenever we have a deficit since the Vietnam War, which led Nixon to de-link the dollar from gold.
May God stop this sad war-monger as only He could. Humans need peace, not incitement of hatred for the other through notion, by claiming that negotiating and working toward achieving understanding and peace is somehow showing weakness in trying appeasement.
WTF do US got to do with Taiwan 😂
If China can take Taiwan, where does it stop? Can India take Pakistan, Bangladesh and Tibet? How far back in history do you want to go?
What does Ukraine have to do with US? It is okay for your neighbors to invade your property and start killing you and your family?
@@praveeng3820china will take over Taiwan and all other jungle counties like tibet, since it doesn’t Hv nuke. Pakistan does have nuke. See the difference?
The ♠️ 🇹🇼 is holding over 🇨🇳 :
It knows the exact location of
their strategic military sites on
the mainland. Put that together
with The Pacific Alliance....
😂😂😂😂😂
Wasn’t Yellen just in China begging them to buy our treasures bonds. Maybe with my 7th grade education l know more than these people. Thanks for the laugh !!
He present to know everything and he lost money all the time lol….
they are not marrying , they not having 'SEX'. my man forgot he on cnbc
I am just here for the comments insulting this clown🤣
All these so call experts talked about China as if they really cared...All US wants is for China to produce what US wants, thats it.
He is right on one thing China is spending the US$ trade surplus faster they can spend. China know the US$ is not worth the paper printed on. Kyle has not made it yet in China but many Americans did.
This dude is an CIA mouth piece and still salty with is short positions on Chinese Currency after he took massive hit. Lol!
This man is dangerous in his anti Chinese rhetoric without consulting an expert in China. Sadly, most commentators rely on the spiels of military advisors to draw their conclusions like him thereby helping to feed their own war machine and not the world peace. The world no longer resembles the past, being strong doesn’t mean stubborn, it means flexibility and collaboration. War talk generates ill will and benefits only a few. The US can ban outbound resources but so can China with their raw materials and their purchases of our goods, hurting our farmers and manufacturers. Our trade and theirs are interlinked for decades. He should have known better before making hawkish comments.
How much money do you have invested in China?
China hates the West, along with their buddies Russia and North Korea, read their English papers, it only goes one way with China, they keep, you lose!?!
X band radar covers the entire China, backed up up by satellite systems ... There are 700 + US military ones above right now ...Everything is monitored in real time , especially in any crisis. After the last debacle 3 years ago on the line of control in the Himalayas, India redirected it's entire military to China from Pakistan, that includes at least 100 nuclear and a crash new missile programme. Combined with a real time targeting data deal between the US and India ... In any crisis over Taiwan there will be at least 8 Ohio class subs with 8 times 20 times 16 = 2560 150 ktonne mirv nuke warheads (10 times Nagasaki and 10 % designed for hardened target) all ready to go within the first island chain. As well as at least 3000 cruise, hypersonic and other missiles, average hypersonic ballistic flight time 1 minute 28 seconds to the East Coast. A hostile missile launch is detected in 6 seconds and the counter strike is ready to go 60 seconds later .. There is a 96 % chance of it going THW - Thermonuclear Hyper War ... Triggered by any attack on South Korea ,Okinawa and Guam etc ...so see end of Wargames 1983 on UA-cam... Now it is a billion times faster !! As the Computer says in Wargames .. Strange Game - The only winning move is not to play ... But some idiot may turn on AI control system just like Terminator .. So either way Armageddon .. So much for anybody's national security, territorial integrity and sovereignty then !! Everyone is thinking in the past ...
All communications , internet etc will overload and fail in 60 seconds just like 9/11. Nuclear winter after THW temp drops to 4 C for 350 + years, and radiation from destroyed nuclear power plants for 400,000 + years ... Then the Planer has instantly solved global warming, removed the irritant species mankind, and can start again ...
Re-acquiring Taiwan by the end of next year? 😂😂😂😂 who are these people/experts? And these networks give them airtime like crazy 😂😂😂😂 Xi is going to bring war to the west 😂😂😂 what a drama queen.
the probabilities are very likely. listen to his own words and what he is telling his people what they need to do. your funny faces won't be so "funny"
Ok, trust the CCP, genius!
Russia will be winding down its war with Ukraine by then, and that will then free up the Beijing side of the Beijing-Moscow partnership to start escalating in the east
It is particularly revealing as well as deeply galling that he says 're-acquire'. The CCP has never 'had' Taiwan for a single second of a single day. That he has made being anti-China his core mission in life and he can't even get the language right on this very fundamental issue just lays bare that he is a masquerading clown seeking attention; nothing more. Some friend of Taiwan he is...
Stop talking out of your as*. Russia never intended to invade Ukraine, the want to LIBERATE Dombass and Crimea, cause the Ukrainian Nazis where ethnically cleansing them. And that's what he's doing, he'll only go to Kyiv if he has to. And China can't invade Taiwan, you can't invade your own country. But they will take it from your evil control, and when that happens you'll send as many troops there as you did to Ukraine. 😂😂😂
lol
Why dont you talk about US 's economy ?
Then you guys have the focus? 😅😅😅😅😅😅😢😢😢😢