UVIC - Kyle Bass

The University of Virginia recently had their investing conference. At the conference they had a number of great speakers check out YouTube listings for all of them. Below is Kyle Bass discussing his ongoing Japan thesis: Enjoy.

Bruce Berkowitz Interview with University of Miami

Bruce Berkowitz recently sat down for an interivew at the University of Miami. While he does reiterate some of his usual shtick overall its still worthwhile. Enjoy.

Muddy Waters OLAM Research

Muddy Waters came out with their research on OLAM. They originally spoke about it at the Ira Sohn London Conference and now have unveiled the entirety of their thoughts. In an interesting twist, today they offered to pay for OLAM to have its U.S. publicly traded debt rated by S&P. I am interested to see how this plays out. While the following is long its a good example of the exhaustive type research that is needed to differentiate yourself in this environment. Enjoy. MW_OLAM_11272012

Jim Chanos, Wesley Clark, Larry Summers, and Howard Lutnick discuss Fiscal Cliff on Bloomberg

Jim Chanos, founder of Kynikos Associates Ltd., Wesley Clark, a retired U.S. Army General, Larry Summers, of Harvard and Treasury Fame, and Howard Lutnick, chief executive officer of Cantor Fitzgerald LP, were on Bloomberg Street Smart to talk about the U.S. fiscal cliff, the economy and budget policy. Aside from the overly theatrical intro the overall content is pretty interesting. Granted there is nothing too new on this but overall its good background fodder. Enjoy.

Jeremy Grantham's GMO Capital Q3 2012 Letter

Jeremy Grantham and GMO Capital are out with their latest quarterly letter. In the letter he discusses how forward GDP will likely be much-much lower than it has been historically. He lays additional ground work for his long-resources thesis and why he believes they will outperform. As usual quite enjoyable. Grantham road to zero growth

Kyle Bass's Hayman Capital Q3 2012 Letter to Investors

Below please find Hayman Capital's Q3 2012 letter to investors. In the letter Kyle Bass talks about central banks debasement of currency, his opinion on the forward economy, and a very detailed overview of the Japanese pending crisis. Overall it is very enjoyable and well worth the read. Enjoy. Kyle Bass

Kyle Bass on Bloomberg

Kyle Bass was on Bloomberg today talking about the European crisis. He thinks now is not the time to invest in Europe as things will get worse before better. He thinks Germany will eventually leave the Euro (next 3 or 4 years).