Building an Investment Thesis – Kyle Bass (RE-RELEASE)

Published on
November 22nd, 2020
64 minutes

Perpetual Success in Credit Markets – Joshua S Friedman (RE-RELEASE)

Building an Investment Thesis – Kyle Bass (RE-RELEASE)

The Archives From Real Vision ·
Featuring Kyle Bass and Grant Williams

Published on: November 22nd, 2020 • Duration: 64 minutes

In what has fast become a Real Vision TV favorite, Kyle Bass, founder and CIO of Hayman Capital Management LP, shares his opinions on the importance of position-sizing and explains why it’s so crucial to have conviction behind an investment thesis. Kyle discusses the explosive credit growth in China and the sheer scale of asset liability mismatches, as well as sharing his thoughts on gold and Japan.