Kyle Bass

Discussion in 'YouTube Digest' started by leo25, Jun 15, 2012.

  1. thatguy

    thatguy Active Member

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  2. valuecreator

    valuecreator Well-Known Member Silver Stacker

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  3. wrcmad

    wrcmad Well-Known Member Silver Stacker

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    I have pondered this today, and if it were me, I'd use CFD's.

    However, I'd use tight stops. As much as I respect Bass, not everyone agrees with his theory:

    http://au.businessinsider.com/japan-is-never-going-to-default-2012-5
    http://www.creditwritedowns.com/2013/04/kyle-bass-gets-it-wrong-on-japanese-bonds.html
     
  4. thatguy

    thatguy Active Member

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    Yes it is a tad risky :)

    BUT i'm sure the cracks are starting to show
    http://traderdannorcini.blogspot.com.au/2013/04/japanese-money-flooding-european-bond.html
    http://www.zerohedge.com/news/2013-04-09/guest-post-japan-vs-newton-and-certain-lose
    http://www.zerohedge.com/news/2013-04-09/sustainable
    http://www.zerohedge.com/news/2013-...s-deputy-pm-says-excessive-yen-gain-corrected
    http://www.zerohedge.com/news/2013-04-08/japan-bond-market-halted-second-day-row
    http://www.zerohedge.com/news/2013-...ge-jgb-volatility-may-lead-sharp-bond-selloff
    http://www.zerohedge.com/news/2013-04-05/japans-13-sigma-bond-swan
    http://www.zerohedge.com/news/2013-...e-over-10-years-triggers-tse-circuit-breakers
    http://www.zerohedge.com/news/2013-04-04/japans-debt-crisis-visualized
    http://www.zerohedge.com/news/2013-04-04/japanese-bond-yields-collapse-boj-front-running
    http://www.zerohedge.com/news/2013-04-04/kyle-bass-japan-will-implode-under-weight-their-debt
    http://www.zerohedge.com/news/2013-04-04/cme-hikes-yen-nikkei-futures-margins-19-33
    http://www.zerohedge.com/news/2013-04-04/if-japans-shock-and-awe-qe-happened-us
     
  5. thatguy

    thatguy Active Member

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  6. thatguy

    thatguy Active Member

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    [youtube]http://www.youtube.com/watch?v=gJfvLADP3HE[/youtube]
    Gold!
     
  7. House

    House Well-Known Member Silver Stacker

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    ^^^Summary of main points here.
     
  8. SilverSanchez

    SilverSanchez Active Member

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    Thanx for the video Guy,
    Always good to hear from Kyle Bass
     
  9. SilverSanchez

    SilverSanchez Active Member

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    [youtube]http://www.youtube.com/watch?v=LVbWTayF8Wk[/youtube]
     
  10. valuecreator

    valuecreator Well-Known Member Silver Stacker

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    Kyle Bass Hunkers Down: "We Dramatically Reduce Portfolio Risk"

    http://www.zerohedge.com/news/2013-...rs-down-we-dramatically-reduce-portfolio-risk

    Kyle Bass goes to Japan and finds all as expected...

    And also learns something new, if not unexpected...



    But perhaps most interesting are Bass' thoughts on China:


    In short, Bass is once again hunkering down.
     
  11. SilverSanchez

    SilverSanchez Active Member

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    What is the Australian to do

    Stay in cash or buy bonds and risk a massive value drop in AUD
    Buy equities and risk a massive correction as Australia is part of the Asian complex
    Overweight further to gold and silver - and be over exposed

    what a conundrum
     
  12. Clawhammer

    Clawhammer Well-Known Member Silver Stacker

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    As Kyle Said himself but;

    "90% of our balance sheet is long, long Treasuries, long Bonds etc, yet everyone focuses their attention where I spend just 10% of my time..." (i.e. short US housing, Japanese equities, cash and bonds)
     
  13. SilverSanchez

    SilverSanchez Active Member

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    Well of course, where Kyle spends 10% of his time is 90% of the problem ;)
     
  14. valuecreator

    valuecreator Well-Known Member Silver Stacker

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    Bass @ 38:31 for a few minutes

    (the rest is crapola)

    [youtube]http://www.youtube.com/watch?v=jzkYeSfgZQI#at=2695[/youtube]
     
  15. SilverSanchez

    SilverSanchez Active Member

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    Central banks and governments are are trying to get average investors to put their money in a specific place and the talk of the average investor is to resist the lure - dont be the next fish to be fried.

    [youtube]http://www.youtube.com/watch?v=Xmj_jQ2HfCg[/youtube]


    ... whoops already up in the previous post (here is the interview only version)
     
  16. valuecreator

    valuecreator Well-Known Member Silver Stacker

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  17. Clawhammer

    Clawhammer Well-Known Member Silver Stacker

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    New vid from Late 2013..Kyle Bass hosts a panel discussion on energy, oil & gas

    [youtube]http://www.youtube.com/watch?v=adzeJzOYbRI[/youtube]
     
  18. TheEnd

    TheEnd Well-Known Member

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    That was impressive and as I have told on this forum I am invested in LPG becoming the new diesel for many cars and trucks and LNG is also going to go very big and thers massive amounts of potential for Oz to be in on the supply side of LPG and Natural Gas.

    Let the good times roll, it could pull us out of a huge recession and all the debt we now have?
     
  19. Clawhammer

    Clawhammer Well-Known Member Silver Stacker

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    from zero hedge;
    "Hayman Captial Global Pitfalls and oppourtunities with Kyle Bass"

    A nice long session by Kyle.

    Still incredibly bearish on Japan... not touching China at all (says their GDP is tanking based on export data from suppliers like Aust/Brazil etc... but not shown in their export data..i.e they're hiding their bad data).
    Long on US bonds because of all the foregin FX reserves and still a safe haven (Cleanist dirty shirt)
    Bullish on Brazil for the same reason...even though tied into China.. but has huge FX reserves and plenty of interest rate hikes built into their bond yield models)
    Short EU bonds because banking system is still totally under-capitalised.
    Very Bullish on Argentina (AFTER KIRCHENER leaves office). In such a bad way, there's only one way to go (UP). Huge oil reserves awaiting development.. still better bond yields than the PIIGS.

    Ohh..and he doesn't understand BitCoin and isn't touching them :p


    [youtube]http://www.youtube.com/watch?v=VBPZ58dzjfE[/youtube]
     
  20. robertc400

    robertc400 Well-Known Member Silver Stacker

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    Does anyone know if this guy has ever mentioned where he thinks the Aussy property market is headed?
     

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