KYLE BASS: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Money and Finance

KYLE BASS: Japan's Adding A Ponzi Scheme To A Ponzi Scheme


Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. 

His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. 

"What they're doing represents 70% of what the Fed is doing here with an economy 1/3 the size of ours," said Bass.

...................

Related links:

Live-Blogging the Ira Sohn Conference 

Notes from the Ira Sohn Conference, Spring 2013

Market Folly has also posted some great notes from the conference.





- Kyle Bass: The Looming Crises In Asia
Link to: Kyle Bass: The Looming Crises in Asia For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan’s chances of averting a debt crisis. What’s...

- Kyle Bass Tells Beacon Reports Its ‘checkmate’ For Japan
Thanks to Will for passing these along. Link to: Kyle Bass on it being Checkmate for Japan Link to: Kyle Bass's Investment Advice For Residents (and Non-Residents) of Japan ...

- Notes From The Sohn London Investment Conference 2012
Via Market Folly: Link to: Notes from the Sohn London Investment Conference 2012 ...

- Hayman Capital Letter: The Hidden Bank Run Across Europe - By Kyle Bass
Found via Zero Hedge. Link to: The Hidden Bank Run Across Europe - By Kyle Bass ....................Related previous posts:Kyle Bass on CNBCKyle Bass on BNNKyle Bass at AmeriCatalyst 2011A Conversation with Kyle Bass (September 2010)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...



Money and Finance








.