Building an Investment Thesis – Kyle Bass

Published on
July 1st, 2016
Duration
63 minutes


Building an Investment Thesis – Kyle Bass

The Interview ·
Featuring Kyle Bass

Published on: July 1st, 2016 • Duration: 63 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.