Comments
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kmenjoyed the advice from kyle. However, I'm on a trial subscripion and looking for kyle's tripartite comments today on his video promotion, today after the fed moved on interest rates with talk by janet yellen later, about three more raises in the next year(2017) I am still loking through your offerings for the promised video interviews today, 12/14/2016 kirwan :where are they ?
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EMWell, hindsight is a wonderful thing
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JRJeff/George, see this article for KB's "next big short." http://dealbook.nytimes.com/2015/02/11/kyle-bass-wields-new-weapon-in-challenging-drug-makers/
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JRIs this what KB was interested in and hinted to in his previous interview?
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spPeak Draghi? I sure hope so...
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dbPeople think rates must be raised based on a strong economy. But the truth is rates must be raised because Gibson's Paradox (ZIRP) is choking the economy. But my fear is that it is very intentional.
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KSJust shows that even Kyle Bass doesnt know whtat is going to happen. Hedge Hedge Hedge is what I got out of this vidoe. b
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EAI like hearing Kyle Bass give his views on the markets, so preferred this interview over the Chain which was more personal. But only 3 and a half minutes?? Can you get him back for a Think piece?
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MRGeorge, i think the 'something significan' K.B. was referring to relates to drug company patents. he seems to be very active i that space at the moment.
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MRRVTV needs a Kyle Bass segment!
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CYI love the question about trade mistakes. So important for us to be retrospective in this industry. Otherwise you'll be blindsided by your own stupidity and arrogance.
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cr4 minutes, c'mon we want more.
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dbHave to question the strong economy thesis. I'm just not seeing it I mean farmers are getting crushed, oil workers and companies, miners, small business etc. I mean just who is going to drive this.
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GTYOU ARE SO RIGHT!!!!
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MSThe two questions being hike vs no hike and long vs short bonds seems to split the waters.... If KB is right... 150 bp... will that not crush the EM, take eurusd way below 1 and invert the curve?
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GGlast time KB spoke he said he was onto something significant that he might reveal middle of the year.. Like to know what that is...Also know Raoul loves Bitcoin ..how does KB feel about Btc? ....