One of the people in finance to come to my attention recently is Kyle Bass, a Texas hedge fund manager. He's profiled briefly in the introduction to Michael Lewis's recent book "Boomerang." This interview with Michael Lewis gives an outline of some issues from his book, as well as a bit of background on Kyle Bass.
An absolutely fascinating (and frightening) video is an hour-long talk he gave in Austin in November 2011. (Title: AC2011 Session 1.2 Come Undone: Kyle Bass redux) The main topic is the direction of the ongoing global financial crisis, including the sovereign debt problem (which will likely lead to default). This video should not be missed.
(Business Insider put together a list of 15 insights from the video, which give an idea of what he discusses.)
This guy really does his homework. See the video link. He discusses gold at the 42-minute mark, and specifically why he took physical delivery. At the 46 minute mark, he forecasts money printing. At 47 minute mark, he reports talking to Obama cabinet, who say they intend to kill the dollar.
Scary.
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