Source: realvisiontv

Kyle Bass, founder and CIO of Hayman Capital Management LP, shares his opinion on the importance of position-sizing and explains why it’s so crucial to have conviction behind an investment thesis. Kyle discusses the explosive credit growth in China and draws comparison between the NPL crisis and the events of September 2008. He also shares his thoughts on gold and Japan, and outlines why he believes US rates are going lower regardless of any inflationary pressures.