Kyle

Kyle Bass: Tapering to zero is a difficult task for Yellen

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Here is Kyle Bass’s talk about opportunities in 2014.
– Kyle Bass points out that tapering to zero is a very difficult task.
– U.S. Fed Funds Rate increase is highly unlikely.
– Japan will buy more Japanese bonds as investors sell because of CPI of 2%.
– Japan QE will increase in May. 
– Yen weakening to continue.
– Japanese current account deficit to continue.
– Brazilian 2 year bond is a buy. 
– Kyle Bass has no interest in Bitcoin.
– China is slowing down faster than reported.
– Canadian housing is in a bubble. 
– Equity of European banks could be in trouble.