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

Published on
November 22nd, 2020
Duration
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.

Comments

Transcript

  • BQ
    Benjamin Q.
    23 November 2020 @ 02:46
    Very good. Very timely in my opinion. The banking system and shadow banking construct will face problems in the face of increasing global investments. I am curious to see how this al plays out in the next 5-10 years
  • CX
    Cindy X.
    23 November 2020 @ 01:17
    Very strange that RV chose to reply this interview. To show how wrong Kyle bass has been for 4 years? If the Chinese policies are only right half of a percentage point, how could China became#2 in the world from being an extremely poor country? Talking nonsense, Kyle.