Juggling Dynamite

Kyle Bass, chief managing partner and principal of Hayman Capital Management LP, makes more sense than most in my view. Here he talks about his firm’s investment strategy, U.S. fiscal policy, Europe’s debt crisis and how most asset managers and finance types repeatedly get the crisis wrong for their investors. Here is a direct link.

Presidential Deficit Reduction Commission Co-Chair’s Alan Simpson and Erskine Bowles talk about their plan and the fiscal cliff. Here is a direct link.

Gary Shilling, president of A. Gary Shilling & Co. talks about U.S. deficit reduction, fiscal policy and the implications of the spreading global recession.Here is a direct link.