David Faber and the Strategy Session crew discuss today’s top story and keep you ahead of the money. They’re joined by hedge fund manager Kyle Bass, managing partner at Hayman Investments.

Airtime: Tues. Aug. 17 2010 | 12:01 PM ET


Hedge fund manager Kyle Bass, managing partner at Hayman Investments, shares his market outlook and investment ideas with the Strategy Session crew.

Airtime: Tues. Aug. 17 2010 | 12:15 PM ET

Category: Video

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

2 Responses to “Kyle Bass Investment & Market Ideas”

  1. VennData says:

    Fear-mongering. The detailed account facts and figures are a mystery to Kyle Bass.

    Japan Facts: $5T GDP. $40K Per capita GDP. 65M workers. Public Debt $10T of which 95% is held by Japanese. Plus the Japanese gov’t has over 1T in forex.

    “..If you net out the amount of debt held by different levels of government, Japan’s debt drops to about 160% of GDP. A further 53% of government debt is held by public institutions — the biggest one, Japan Post …”

    “…Fitch points out that if you net out public sector assets, Japan is not such an outlier. The OECD provides figures for what it calls governments’ net financial liabilities. This figure subtracts from debt assets such as government deposits and loans to the private sector. Japan compares more favorably here, with net government financial liabilities at 97% of GDP, the same as Italy and versus 81% in Belgium…”


    Japan won’t default.

  2. Detroit Dan says:

    Bass obviously believes that Japan will have trouble managing its liabilities in the form of government bonds. That is just absurd. Japan has already vaporized a ton government “debt” through quantitative easing. To compare Japan’s government debt to that of a household or business is classic stupidity. Words fail…