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.
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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.
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Kyle Bass: The Looming Crises In Asia
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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
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Notes From The Sohn London Investment Conference 2012
Via Market Folly: Link to: Notes from the Sohn London Investment Conference 2012
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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:...
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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...
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