Bass presentation at the Mauldin/Altegris Confernece in early May. I did not attend the conference this year but I have in the past and it is a terrific event. I highly recommend the video at the link. Mr. Bass is so clear and logical that it is always educational to listen to his ideas. If he was looking to hire 60 yr old uncredentialed stratgists I would be first in line.
Kyle Bass presentation.