KYLE BASS: Japan's Adding A Ponzi Scheme To A Ponzi Scheme

Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. 

His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. 

"What they're doing represents 70% of what the Fed is doing here with an economy 1/3 the size of ours," said Bass.

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Related links:

Live-Blogging the Ira Sohn Conference 

Notes from the Ira Sohn Conference, Spring 2013

Market Folly has also posted some great notes from the conference.