Some great quotes here:
"Greece will circle the drain and be ungovernable in the next 30 to 60 days. [But] Japan is in the crosshairs of the market...I've never seen more mispriced optionality in my entire life."
"Madoff taught us something.You can make promises for a long time as long as you don't have to live up to them."
Breaking down how Japan's debt compares to the U.S market and where value exists, with Steven Tananbaum (GoldenTree) and Kyle Bass (Hayman)
"Greece will circle the drain and be ungovernable in the next 30 to 60 days. [But] Japan is in the crosshairs of the market...I've never seen more mispriced optionality in my entire life."
"Madoff taught us something.You can make promises for a long time as long as you don't have to live up to them."
Breaking down how Japan's debt compares to the U.S market and where value exists, with Steven Tananbaum (GoldenTree) and Kyle Bass (Hayman)
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