Kyle Bass from Hayman Capital is an absolutely brilliant man.
He saw the housing market collapse of 2007/2008 coming a mile away and positioned his clients’ money accordingly. They made beaucoup bucks as a result while others got wiped out.
He understands markets and global money flow better than almost anyone. His 3Q 2011 macroeconomic report was a must read for asset positioning.
He was the keynote speaker at Americatalyst in Austin 3 years in a row. Those speeches are available on YouTube. Three hours or more of brilliant analysis of not just what happened, but what will happen, and the games the Deep State plays...and this was in 2010 and 2011.
Kyle was MAGA before MAGA was a thing.
I enjoy interviews and podcasts he’s on, he’s been warning people about China and the policies for a long time.
For some people, even if you are insanely wealthy, paying $85 for a simple breakfast in NYC makes no sense when in Texas he can get the same thing for $5-10. IMO, those are the people to listen to when it comes to investing and the financial markets because they take notice of the smallest details.
I enjoy interviews and podcasts he’s on, he’s been warning people about China and the policies for a long time.
For some people, even if you are insanely wealthy, paying $85 for a simple breakfast in NYC makes no sense when in Texas he can get the same thing for $5-10. IMO, those are the people to listen to when it comes to investing and the financial markets because they take notice of the smallest details.
I worked for Washington Mutual Bank when it collapsed.
Everybody, from the mail room up knew the market was going to crash.
This guy is an a$$.