Kyle Bass: Global Restructuring Required, Precious Metals To Benefit

ByProfit Fan:While he is not on CNBC or at some other investment conference giving away valuable advice on sovereign debt and his most recent currency plays, Kyle Bass is down in Texas, managing Hayman Capital. Hayman recently reported its first-quarter holdings and I have outlined the fund's portfolio below.

Late last month, Kyle Bass, managing partner of Hayman Capital, shared his thoughts in a video at the University of Virginia Darden School of Business Investing Conference with Professor Ken Eades. It is a fantastic interview that echoes many of the things I have been saying about Japan for quite some time.

Today's star-studded Ira Sohn conference was led by two behemoths - Elliott's Paulk Singer and Hayman's Kyle Bass. We recently discussed in detail Paul Singer's perspective on the "most dangerous" investing environment but today he summarized and added to those comments at the Ira Sohn conference.

"The stress is beginning to show," Kyle Bass warns during a wide-ranging interview with Bloomberg TV. "The beginning of the end," is here for Japanese government bonds as he notes that while quantitiavely it is clear they are insolvent, "the qualitative perception of participants is changing." But away from Japan specifically, there is a lot more on the Texan's mind.

By Bear Fight:Kyle Bass of Hayman Capital was on Canada’s Business News Network discussing global sovereign debt woes. Bass became famous after his very high profile success in betting on the collapse of the U.S. housing market. After the housing market collapse in the U.S., Bass and Hayman turned their attention to the developed world sovereign balance sheets.

Insider Monkey submits: Kyle Bass is the founder and principal of Hayman Advisors LP, which was formed in December 2005. Prior to founding Hayman Advisors, Mr. Bass worked as a Senior Managing Director at Bear Stearns and a Managing Director at Legg Mason. Mr. Bass graduated from Texas Christian University in 1992 with a Bachelor of Business Administration in Finance and Real Estate Finance.

Prominent hedge funder Kyle Bass of Hayman Capital tells CNBC: “given my outlook on the world, I don’t know how you can be long stocks”. Bass: “If we get a global restructuring, if we get the European periphery [Bass said EU stress tests were a joke because the majority of regulators self-grading] starts restructuring and [...]