In October Kyle Bass gave his keynote presentation, The Entanglement, at the AmerCatalyst 2012 conference. Bass touched on the US, Japan, China and of course the debt related issues. He also spoke a bit about the housing shadow inventory in the Q & A, as well as where he sees some investment opportunities.
Here is the link for the video: Kyle Bass: The Entanglement
h/t Frank Voisin
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