If you can get through the comically over-dramatized lead in for the show…much of the content of this discussion is worthwhile. Also Koch industries is the sponsor of Wall Street Week so a pro-oil bias is baked in. That said, Bass offers some overview assessments on the US as the latest swing producer and is clear that he sees specialty opportunities in some sections of the energy capital structure and specifically distressed debt, but is not recommending that people try to pick individual energy stocks.
Episode 35 of Wall Street Week features Hayman Capital founder and principal Kyle Bass, who discusses the global economy, Federal Reserve policy, pharmaceutical patents and energy investments. Here is a direct video link.