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 positionsizing 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.

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Kyle Bass on Building an Investment Thesis & China's Explosive Credit Growth (w/ Grant Williams)
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For the transcript visit: https://rvtv.io/TheInterview

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