Kyle Bass Likes Ackman's Activism, Loves Gold, Hates JGBs

The number of things Kyle Bass is having an opinion on these days, makes us worry if he will take the place of Whitney Tilson. Jokes aside, Kyle Bass of Hayman Capital was on Bloomberg today and talked about several things including gold, mortgages, Japan and Bill Ackman. Watch the full video of the interview here. When asked if his investment in subprime mortgages have played out yet, Bass replied in negative. He exited his positions in Fannie Mae’s preferred stock back in April 2012.  Bass still has a long position in the housing sector, which he described as focused…