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This is an excerpt from a recent conversation between Kyle Bass, CIO at Hayman Capital and Hedgeye CEO Keith McCullough. It was originally broadcast live during the Hedgeye Investing Summit on October 23, 2019.

Bass and McCullough dive deep into how and why China's economy is slowing.

Click here to watch the full 50-minute discussion.

Kyle Bass: "We Think China Is Actually Growing About 2%" - hedgeye risk manager