CNBC Interview with Kyle Bass on the Apocalypse Redux

The markets have already told is that Europe currently has a broken monetary system, according to Kyle Bass, Hayman Capital Management managing partner.

H/T to Value Investing World

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More