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Essential
•The Essential Conversation
Building an Investment Thesis - Kyle Bass
Kyle Bass shares his opinions on the importance of position-sizing and explains why it's so crucial to have conviction behind an investment thesis.
Featuring Kyle Bass
Jul 01, 2016 • 62 minutes
In what has fast become a Real Vision TV favorite, Kyle Bass, founder and CIO of Hayman Capital Management LP, shares his opinions 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 the sheer scale of asset liability mismatches, as well as sharing his thoughts on gold and Japan.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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