Showing posts with label Kyle Bass. Show all posts
Showing posts with label Kyle Bass. Show all posts
Thursday, December 8, 2011
Kyle Bass on sovereign debt crisis and gold
Hayman Capital's Kyle Bass discusses the world economy, gold, global credit growth, and debt problems in US, Japan, and Europe at the AmeriCatalyst 2011 conference.
Here's the, "Black Swan of Cairo" piece (Nassim Taleb and M. Blyth) cited by Bass.
Hat tip: Olivier at Tischendorf Letter for highlighting this clip and the article.
And if you missed it, here's Kyle's interview on BBC Hardtalk, skillfully dodging TV sensationalism and speculator-scapegoating attacks to address the euro crisis, the developed world's sovereign debt troubles, and how he is managing risk in his portfolio and hedging against problems in Japan.
Quoth Bass: "Capitalism without bankruptcy is like Christianity without hell".
In other words, the Western world must atone for its past financial profligacy. Check it out.
Tuesday, October 12, 2010
Marketfolly's notes from Value Investing Congress
Jay at Marketfolly is currently at work providing notes from the Value Investing Congress in New York (Update: see also, notes from VIC - day 2).
Some of the well known speakers at this event include Kyle Bass, John Burbank, David Einhorn, Mohnish Pabrai, and Lee Ainslie, among others in the hedge fund and investment management world. These investing all-stars will be presenting their views on the markets and the global economy to the VIC audience, while sharing some of their current investing ideas.
You can check out Marketfolly's continually updated notes at the link above. In addition, Jay has posted some recent notes from the Ira Sohn West Conference, including some big picture thoughts from John Burbank of Passport Capital regarding the US and its current investment climate.
If you'd like to hear more from John Burbank on the theme of "US as an emerging market economy", please check out this excellent (and rare) interview with Burbank on Benzinga's radio podcast. You'll also find more key interviews with VIC speakers and VIC coverage in our related posts section below.
Related articles and posts:
1. CNBC interviews Kyle Bass, Alan Fournier - Finance Trends.
2. Must hear interview with John Burbank (Passport Capital) - Finance Trends.
3. Live VIC coverage via Twitter search - Twitter.com
Some of the well known speakers at this event include Kyle Bass, John Burbank, David Einhorn, Mohnish Pabrai, and Lee Ainslie, among others in the hedge fund and investment management world. These investing all-stars will be presenting their views on the markets and the global economy to the VIC audience, while sharing some of their current investing ideas.
You can check out Marketfolly's continually updated notes at the link above. In addition, Jay has posted some recent notes from the Ira Sohn West Conference, including some big picture thoughts from John Burbank of Passport Capital regarding the US and its current investment climate.
If you'd like to hear more from John Burbank on the theme of "US as an emerging market economy", please check out this excellent (and rare) interview with Burbank on Benzinga's radio podcast. You'll also find more key interviews with VIC speakers and VIC coverage in our related posts section below.
Related articles and posts:
1. CNBC interviews Kyle Bass, Alan Fournier - Finance Trends.
2. Must hear interview with John Burbank (Passport Capital) - Finance Trends.
3. Live VIC coverage via Twitter search - Twitter.com
Wednesday, October 6, 2010
CNBC chats w/ Kyle Bass, Alan Fournier
CNBC took their porta-studio down to Texas to chat with Kyle Bass (Hayman Capital) and Alan Fournier (Pennant Capital) at the Barefoot Economic Summit earlier today.
Since I got a heads up on this interview from some folks in my Twitter stream, I thought I'd track down the interview clips from CNBC and post them here for all to see.
Kyle Bass is well known for his big picture macro views, and he's made some pointed remarks recently about the path the US is heading down given the Fed's quantitative easing efforts. You'll hear Bass compare the monetary situation in the US with the hyperinflationary episode of Weimar Germany, and the more recent case of Zimbabwe, in this discussion.
This interview also offers him a chance to elaborate a bit on his recent call to avoid stocks (in general) and instead look to real assets, such as commodities and gold, in an inflationary environment. Enjoy the discussion and the insights from Bass and Fournier in this 3 part interview.
CNBC talks with Kyle Bass & Alan Fournier at the Barefoot Economic Summit: Part 1, Part 2, Part 3.
Since I got a heads up on this interview from some folks in my Twitter stream, I thought I'd track down the interview clips from CNBC and post them here for all to see.
Kyle Bass is well known for his big picture macro views, and he's made some pointed remarks recently about the path the US is heading down given the Fed's quantitative easing efforts. You'll hear Bass compare the monetary situation in the US with the hyperinflationary episode of Weimar Germany, and the more recent case of Zimbabwe, in this discussion.
This interview also offers him a chance to elaborate a bit on his recent call to avoid stocks (in general) and instead look to real assets, such as commodities and gold, in an inflationary environment. Enjoy the discussion and the insights from Bass and Fournier in this 3 part interview.
CNBC talks with Kyle Bass & Alan Fournier at the Barefoot Economic Summit: Part 1, Part 2, Part 3.
Friday, May 15, 2009
Features of the week
It's been a while since we rolled up a new "Features" post, but we're serving one up today. Enjoy our latest selection of Friday links.
1. Robert Murphy: busting the myth of "green jobs".
2. America's AAA rating at risk: David Walker.
3. Hayman Capital's Kyle Bass predicts sovereign defaults.
4. Global crisis 'vastly worse' than 1930s, Taleb says.
5. Distressed debt investors work fallout of buy-out boom.
6. An offer US banks could not refuse: Paulson's tactics.
See also: 10/15/08 post, "Treasury bank plan: not so 'voluntary'".
7. Deleveraging is the only real solution to the crisis.
8. TARP beneficiary says 'sham' bailouts help speculators.
9. Buffett knows how to avoid common value traps.
10. 'Buy and hold' is not dead (if properly defined).
11. A brief history and Dow Theory update: Tim Wood.
Have a great weekend, and thanks for checking in with Finance Trends Matter (click here to subscribe to our RSS feed). We'll see you all next week!
1. Robert Murphy: busting the myth of "green jobs".
2. America's AAA rating at risk: David Walker.
3. Hayman Capital's Kyle Bass predicts sovereign defaults.
4. Global crisis 'vastly worse' than 1930s, Taleb says.
5. Distressed debt investors work fallout of buy-out boom.
6. An offer US banks could not refuse: Paulson's tactics.
See also: 10/15/08 post, "Treasury bank plan: not so 'voluntary'".
7. Deleveraging is the only real solution to the crisis.
8. TARP beneficiary says 'sham' bailouts help speculators.
9. Buffett knows how to avoid common value traps.
10. 'Buy and hold' is not dead (if properly defined).
11. A brief history and Dow Theory update: Tim Wood.
Have a great weekend, and thanks for checking in with Finance Trends Matter (click here to subscribe to our RSS feed). We'll see you all next week!
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