Earlier this year, Kyle Bass gave investors at Hayman Capital Management an overview of what is taking place around the world and what to expect next. He reviewed:
- Tapering In The United States
- An Update On The Coming Japanese Collapse
- Chinese Debt Crisis
- Emerging Market Bonds (specifically where he is bullish)
- Canada Home Prices
I would highly recommend taking the time to watch the presentation which you can view here.
The slides and notes are below:
