Kyle Bass on the Chinese economic model

[China's] economy has given them the confidence globally to be more geopolitically assertive in their dealings.  It's given their military the ability to be much more assertive in the South China Sea.  And it's given Xi [Jinping] an aura that he's made the west think that somehow his economic model is superior to that of western capitalism.  And it's all a facade.  The whole thing is a mirage.  The whole thing is made up with the printing press, keeping a closed capital account, and hoping the world doesn't notice it.

~ Kyle Bass, RealVision interview at the 6:15 mark, "China's Crisis and the Coming Global Recession," March 1, 2019

Kyle Bass on the long/short investment process

I love being long human ingenuity and short financial innovation.

~ Kyle Bass, video at 20:45 mark: "My investment lessons from the school of hard knocks," September 7, 2017

Kyle Bass: Goldman Sachs and Morgan Stanley would've failed without Fed bailouts

I think they made a really significant error during the crisis.  I don't think that there was enough of a flush of bad activity and bad investing back then, and the point is when the banks and investment banks came to the Fed and wanted the Fed to bail them out, the taxpayers ended up bailing out the bankers.  Goldman Sachs exists today because they were made a bank holding company and so does Morgan Stanley.  Back then, I don't think they would've made it if not for the Fed stepping in.

~ Kyle Bass, Wall Street Week interview, 6:29 mark, posted January 3, 2016