Hayman Capital's Kyle Bass recently gave a talk at the Dallas Fort Worth CFA Society for the Texas Investor Summit entitled "Global Outlook Pitfalls and Opportunities For 2014." In it, he walks through monetary policy and the various scenarios that could unfold and their effects.
In the presentation, he touches on three main topics: the US and tapering, Japan and quantitative easing, as well as emerging markets and slowing growth.
Embedded below is Hayman Capital's .pdf presentation:
You can watch the video of his presentation by clicking here. You can view recent portfolio activity from Hayman here.
H/T to ValueWalk for finding the video.
Thursday, April 24, 2014
Kyle Bass on Global Outlook Pitfalls and Opportunities
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