Below please find Kyle Bass's, of Hayman Capital, presentation from the Strategic Investment Conference. SIC 2013 was held at the beginning of May and is a conference for high net-worth individuals and institutional investors and financial advisors.
In the speech, which is quite lengthy, Kyle goes into great detail on central bank expansion, an update on his views on Japan and how it will impact the world, the psychology of negative outcomes, and then spends a solid 20 minutes answer some Q&A - which proves to be quite fruitful as he discusses China, Iceland, how the small investor should play the Japanese market, and other topics.
Suffice it to say, its enjoyable and well worth your time - especially before the FOMC meeting tomorrow and given how the global markets are trending.
Enjoy.
No comments:
Post a Comment