This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, March 18, 2013
Kyle Bass Presenting at Booth
Kyle Bass of Hayman Capital Partners recently gave a presentation at the University of Chicago's Booth School of Business.
To view the presentation please click here.
Austan Goolsbee gives an interesting intro to Kyle Bass where he talks about how they first met. The presentation is his tried and true speech on why Japan is the most mis-priced option in the world. Overall its pretty interesting and always good to get updated thinking from one of the smarter (as of late) macro investors out there.
Enjoy.
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