The YouTube clip has its embedding disabled so I cannot put the full video directly on this page. The following is an 8 minute portion of the segment focused on Japan:
You can view the full presentation by following the link here:
Kyle Bass AmericCatalyst Presentation
For those unfamiliar with Mr. Bass, you can get a quick refresher below with his most recent newsletter and two most recent interviews:
Kyle Bass: The Global Economy, Japan, & Why He's Buying Mortgages
Kyle Bass Interview: Darden School Of Business
