Hayman’s bearish thesis on the Japanese economy is evaluated by Harvard Business School.
|Kyle Bass (Photo: Bloomberg)|
Perhaps no one is as closely associated with pessimism on the Japanese economy as Kyle Bass. He’s talked up his short position—which he considers to be one of the most asymmetric bets in history—in Hayman Capital investor letters, at hedge fund conferences and on CNBC. Now his views have been immortalized in a Harvard Business School case study.
HBS professor Robin Greenwood led the study with help from the school’s Japan Research Center and published the 28 page case March 27. It focuses on Bass’ recent self-evaluation of