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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Tuesday, June 17, 2014
Kyle Bass talking about the potential Canadian housing bubble
At the Texas Investor Summit Kyle Bass gave a presentation sharing his thoughts on the macro landscape. In this clip he shares his thoughts on the potential for a Canadian housing bubble. He is not alone on his bearishness on Canadian housing - Mick McGuire's Marcato Capital Management also shares this sentiment.
Enjoy:
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