Most recent Keynote from Kyle Bass

[Evolveus]

Kyle Bass's most recent keynote, given Oct 1st.  US, Japan, China, and debt related issues, and a touch on shadow inventory in the Q&A

 

 

http://moneyinstereo.blogspot.com/2012/12/kyle-bass-keynote-engtanglement.html

 

h/t Frank Voisin

[dcollon]

Thanks for posting Evolveus.  I always enjoy listening to Kyle.

 

 

[Evolveus]

You're welcome. I think he is one of the sharpest minds out there. If nothing else, he is a realist.

[Liberty]

Thanks for posting, interesting stuff.

[giofranchi]

  On 12/19/2012 at 6:20 PM, dcollon said:

Thanks for posting Evolveus.  I always enjoy listening to Kyle.

 

+1

 

  Quote

You're welcome. I think he is one of the sharpest minds out there. If nothing else, he is a realist.

 

+1

 

giofranchi