A Global Rethink: Kyle Bass at CNBC Financial Advisor Summit

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Geopolitics are as much to blame for high inflation as high consumer demand, with China’sFF persistent Covid lockdowns impacting global supply chains and Russia’s invasion of Ukraine keeping upward pressure on oil and gas prices. The situation has some market watchers wondering if a two-decade era of globalization is coming to an end. Longtime China critic Kyle Bass doesn’t agree that globalization is over, but he’s doubled down on a belief that investing in countries run by dictators is never a good idea.
Kyle Bass, Hayman Capital Management Founder and CIO
Interviewer: Becky Quick, CNBC “Squawk Box” Co-Anchor

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