Two good interviews here with these fund managers.
EDIT: The Bloomberg interview of Kyle Bass is no longer playing, and I can’t find it on youtube, so I’ll just post a couple of other links:
All I could find was this on his new fund:
http://dealbreaker.com/2011/04/want-to-invest-in-japan-kyle-bass-has-a-fund-for-that/
Here he is talking inflation last October:
http://www.youtube.com/watch?v=bCYIBf4_GMw
FYI, I think talk of inflation is still premature, since there is still too much credit to be liquidated before currency creation overwealms credit destruction. Significant inflation is more likely to appear towards 2020 than 2012, and we could easily see another episode of deflation in the next year or two.
Could you please post the Hendry link? These are both Bass. Thanks!
The links can’t seem to load on my Mac
Could you please post the Hendry link? These are both Kyle Bass. Thanks!
Could you please post the Hendry link? These are both K. Bass. Thanks!
Sorry, guys – the bloomberg video is gone, but I corrected the link for Hendry – it was on kingworldnews.com.
It looks like there is no longer a Hendry link. Could you please post it? Thanks!