A 55-Minute Presentation on Japan by Kyle Bass at the 2013 Strategic Investment Conference
There is hardly a hedge fund manager in the world who has done better with making macro calls over the past decade than Kyle Bass.
After founding Hayman Capital in 2006 Bass has enriched his investors by correctly betting on the housing market collapse and against Greek and European sovereign debt.
His latest big macro call is on Japan which he has spoken about very publicly over the past couple of years. In the video below Bass lays out in great detail his thesis: