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Building an Investment Thesis - Kyle Bass (RE-RELEASE)

In what has fast become a Real Vision TV favorite, Kyle Bass, founder and CIO of Hayman Capital Management LP, shares his opinions on the importance of position-sizing and explains why it’s so crucial to have conviction behind an investment thesis. Kyle discusses the explosive credit growth in China and the sheer scale of asset liability mismatches, as well as sharing his thoughts on gold and Japan.

Guest Name
Kyle Bass and Grant Williams
Anchor Name
Grant Williams
Keywords Name
Real Vision, Finance, Investing, Gold, Asia, Macro, Economics, Trading, Investment Framework, China, Cryptocurrencies, Interview
Show Name
The Archives From Real Vision