Japan Is Toast
If you want to spend a pretty productive hour then watch this presentation by Kyle Bass at the University of Chicago. He discusses his thinking on the inevitable collapse of Japan. Given that he’s investing in that outcome rather than simply opining renders his thoughts at the very least worthy of serious consideration. Stick around for an interesting Q&A after his presentation. His comments about the financial sector’s pricing of risk is worth the entire hour.
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2013-03-10 19:48:55
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