Notes from Kyle Bass’ Presentation at the Great Investors' Best Ideas Investment Symposium
Money and Finance

Notes from Kyle Bass’ Presentation at the Great Investors' Best Ideas Investment Symposium


Via Market Folly.

Bass mentioned that 90% of what he owns is in bonds (he has a ton of RMBS/subprime exposure).  He joked that he's constantly a contrarian since many other speakers at the event expressed disdain for bonds (though to be fair, the others were negative on treasuries, not RMBS).





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