John Mauldin: The Unsustainable Meets the Irresistible
This week’s letter is a result of two lengthy conversations I had today, which have me in a reflective mode. Plus, I finished the last, final edits of my book, all of which is causing me to mull over the unsustainability of the US fiscal situation. There is a true Endgame here, and it may happen before we are ready.
The first conversation was with Kyle Bass, Richard Howard, and Peter Mauthe, over lunch (more on Peter, who has come to work with me, below). Kyle is the head of Hayman Advisors, a very successful macro hedge fund based here in Dallas. Then I recorded a Conversation with David Rosenberg and Lacy Hunt, which is one of the best we have ever done. Subscribers will be very happy. The new Conversation with George Friedman is now online, too. You can learn more about Conversations with John Mauldin at www.johnmauldin.com/conversations/ . And please comment on this and future letters in the readers’ forums of my new website. Now, to this week’s letter. My goal is to make this one a little shorter than normal. We’ll see how I do.
- Investing In The New Normal
Today at 2 PM EDT, we aired Investing in the New Normal - our exclusive webcast to help you make sense of the rapid changes affecting the global economy and your investment portfolio. The response was overwhelming - so much so that our servers were unable...
- Kyle Bass On Cnbc
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- Kyle Bass On Bnn (video)
Found via Paul Kedrosky. Part 1 Part 2 ………………. Related previous posts: Kyle Bass at AmeriCatalyst 2011 A Conversation with Kyle Bass (September 2010) Hayman Capital Letter: Imminent Defaults - By Kyle Bass Hayman Capital Letter: The Cognitive...
- Kyle Bass At Americatalyst 2011
The event took place on November 7, 2011. Link to: Kyle Bass at AmeriCatalyst 2011....................Related previous posts:. A Conversation with Kyle Bass (September 2010) Hayman Capital Letter: Imminent Defaults - By Kyle Bass Hayman Capital Letter:...
- Kyle Bass From The 2011 University Of Virginia Investing Conference
Found via Santangel's Review. Hopefully Bass' complete talk gets put online eventually. Link .................... Related previous posts:Kyle Bass from the Barefoot Economic Summit Delivering Alpha: Best Ideas & Alpha A Conversation with...