INK Ultra Money: Bullish Kyle Bass

Ad blocking detected

Thank you for visiting CanadianInsider.com. We have detected you cannot see ads being served on our site due to blocking. Unfortunately, due to the high cost of data, we cannot serve the requested page without the accompanied ads.

If you have installed ad-blocking software, please disable it (sometimes a complete uninstall is necessary). Private browsing Firefox users should be able to disable tracking protection while visiting our website. Visit Mozilla support for more information. If you do not believe you have any ad-blocking software on your browser, you may want to try another browser, computer or internet service provider. Alternatively, you may consider the following if you want an ad-free experience.

Canadian Insider Club
$299/ year*
Daily Morning INK newsletter
+3 months archive
Canadian Market INK weekly newsletter
+3 months archive
30 publication downloads per month from the PDF store
Top 20 Gold, Top 30 Energy, Top 40 Stock downloads from the PDF store
All benefits of basic registration
No 3rd party display ads
JOIN THE CLUB

* Price is subject to applicable taxes.

Paid subscriptions and memberships are auto-renewing unless cancelled (easily done via the Account Settings Membership Status page after logging in). Once cancelled, a subscription or membership will terminate at the end of the current term.

Yesterday on INK Ultra Money we heard Raoul Pal's bearish outlook for markets. Today, we get an entirely different perspective. Fund manager Kyle Bass is also bearish, but primarily on China and Hong Kong, a city he sees as a victim of aggressive Chinese policy action. On America Bass is upbeat.

In a free video summary and report, we also look at a gold miner entering the INK Canadian Insider Index on Friday.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

1. Upbeat on America and downbeat on Hong Kong - Real Vision

Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision’s Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today’s uncertain markets. Filmed on May 7, 2020.

 

Some industries should come roaring back

 

2. A small gold miner with some big players - INK Research

A small-cap miner with some big-time mining players is joining the INK Canadian Insider Index on Friday. INK Research highlights some key developments at the firm and why it could be well suited for an inflationary G-economy. We have made this video summary and report free for the entire Canadian Insider community, but due to network congestion there may be a delay of a few hours before it shows up on INK Ultra Money Free.

https://www.kaltura.com/p/1851201/thumbnail/entry_id/0_1unlm44i/width/270/153/500/?ks=djJ8MTg1MTIwMXwYOoR9qnFyzLh7z6kAIm95sJwldCD9YZLZxK0h9_lXORlUXNFvoHI9loEvgDeqhq2-55kGCWJZEZLzLIkEnE1-quDEb0buzu086uDKWowh4W7AZeVxvvDsz9k2JS_P_thrpn09ADN8lXOWYFOY9cHE8IPu-8-WesiAA6Fya3as5pTqpoplRTyyTM8ILOJhaTgmYeWEljRMLQiWs2W9eZGvhUqpLE7K3sUmraVUY0mCw3KjxLbTbDdPAJtsuF7eyfs=

Fully funded to production

Remember to watch the Real Vision Daily Briefing. Watch the May 12th edition free here>>

Comment On!

140
Upload limit is up to 1mb only
To post messages to your Socail Media account, you must first give authorization from the websites. Select the platform you wish to connect your account to CanadianInsider.com (via Easy Blurb).