Kyle Bass’ keynote presentation at AmerCatalyst 2012:
(If this video doesn’t work, see it at Youtube here)
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Kyle Bass at Darden School of Business discussing the end of the debt supercycle, Yen devaluation, and the difficulty of the current investing cycle: Since posting the Kyle Bass and Hugh Hendry interviews earlier this week, I have received several emails asking me how I would “play” the unraveling situation in China and Japan. The timing is unclear and the catalyst event often identified only in retrospect. Given this, the costs of shorting and the expense ratios (and tracking error) of inverse ETFs can cause the dreaded situation of thesis right but execution wrong. So what’s the best way to gain the . . . Here’s the ever-awesome Kyle Bass (of Hayman Capital Management) at AmeriCatalyst 2011. He discusses potential timing and magnitude of sovereign defaults. Read Bass’ annual letter here. Feed subscribers may have to come to the site to watch this. Kyle Bass was on BNN discussing his thesis for sovereign defaults. To watch the clip, click the picture below (BNN does not support third party embedding).
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