INK Ultra Money: Bullish Kyle Bass

Yesterday on INK Ultra Money we heard Raoul Pal's bearish outlook for markets. Today, we get an entirely different perspective. Fund manager Kyle Bass is also bearish, but primarily on China and Hong Kong, a city he sees as a victim of aggressive Chinese policy action. On America Bass is upbeat.

In a free video summary and report, we also look at a gold miner entering the INK Canadian Insider Index on Friday.

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1. Upbeat on America and downbeat on Hong Kong - Real Vision

Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. - China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today's uncertain markets. Filmed on May 7, 2020.

Some industries should come roaring back

2. A small gold miner with some big players - INK Research

A small-cap miner with some big-time mining players is joining the INK Canadian Insider Index on Friday. INK Research highlights some key developments at the firm and why it could be well suited for an inflationary G-economy. We have made this video summary and report free for the entire Canadian Insider community, but due to network congestion there may be a delay of a few hours before it shows up on INK Ultra Money Free.

Fully funded to production

Remember to watch the Real Vision Daily Briefing. Watch the May 12th edition free here>>