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Thread: Kyle Bass speech

  1. #1

    Default Kyle Bass speech

    http://www.youtube.com/watch?v=JUc8-...ature=youtu.be

    Fantastic.

    This guy is a superstar. I'm glad there are young(ish) non boomers who truly grasp what is going on. As a young man, I'm glad there are people who will stand to plug the holes.
    "Like an army falling, one by one by one" - Linkin Park



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  3. #2

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    PS:

    He states that the bottom of US housing is IN. Conveys that forclosures must still occur and problematic paper fully solved, but PRICES have bottomed.
    Last edited by Seraphim; 12-25-2012 at 09:17 AM.
    "Like an army falling, one by one by one" - Linkin Park

  4. #3

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    Just finished watching.

    Kyle Bass spoke to an ex Fed VP. The man said "we aren't looking at what QE3 will do - we are looking at what QE4, 5 and 6 will be."
    "Like an army falling, one by one by one" - Linkin Park

  5. #4

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    Pretty interesting. He doesn't seem to be pushing Gold as much as Schiff. Does anyone have any insight into the "Non-Agency RMBS" he recommends?

  6. #5

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    Quote Originally Posted by Adrock View Post
    Pretty interesting. He doesn't seem to be pushing Gold as much as Schiff. Does anyone have any insight into the "Non-Agency RMBS" he recommends?
    As to what they are, they are groups of mortgages that are not backed by freddie or fannie. On how to invest with them, you would have to have a lot of money and buy from a big bank.

  7. #6

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    In case people haven't had enough of Kyle Bass, this is one of the more detailed critiques of Keynesian economics from a couple of weeks ago.

    http://www.scribd.com/doc/113621307/Kyle-Bass

  8. #7

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    If I were rich enough, he would surely be managing some of my money. I wonder what the best way for small guys like us to bet against the Japan Bond Market would be. I suppose puts on the FXY might be the best way, not sure.

  9. #8

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    Quote Originally Posted by cubical View Post
    If I were rich enough, he would surely be managing some of my money. I wonder what the best way for small guys like us to bet against the Japan Bond Market would be. I suppose puts on the FXY might be the best way, not sure.
    Pool your funds with friends and family and invest.

  10. #9

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    Quote Originally Posted by ProvincialPeasant View Post
    Pool your funds with friends and family and invest.
    They were asking for 1 Million minimum to invest.

  11. #10

  12. #11

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    Definitely too many zeros for me.

  13. #12

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    Got to love Kyle Bass.
    Liberty is for all; privileges are for none.

  14. #13

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    He's right.

    The margins are so spectacularly thin that relatively small delivery orders can/will shoot the price up A LOT.

    Quote Originally Posted by keh10 View Post


    Got to love Kyle Bass.
    "Like an army falling, one by one by one" - Linkin Park

  15. #14

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    Quote Originally Posted by Seraphim View Post
    PS:

    He states that the bottom of US housing is IN. Conveys that forclosures must still occur and problematic paper fully solved, but PRICES have bottomed.
    How can the bottom be IN if interest rates are at record lows? Does he think that they will never raise them again?

  16. #15

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    Bump;

    http://www.zerohedge.com/news/2013-1...es-soaring-173



    Quote Originally Posted by Adrock View Post
    How can the bottom be IN if interest rates are at record lows? Does he think that they will never raise them again?
    "Like an army falling, one by one by one" - Linkin Park

  17. #16

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    So far he looks to be correct.

    Quote Originally Posted by Seraphim View Post
    PS:

    He states that the bottom of US housing is IN. Conveys that forclosures must still occur and problematic paper fully solved, but PRICES have bottomed.
    "Like an army falling, one by one by one" - Linkin Park






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