I just think the next market disaster is going to have to be different in nature than the one we saw in 2008-09. It's pretty obvious that when it gets here the central banksters won't be there to ride to the rescue, so PM's by default may be the only place people can go. That simply may be the answer to the question, but there are so many conspriacy theories out there it almost makes your head spin.
One thing is certain though, complacency seems to have a big hold over the stock market now IMO. I see a fall in the not too distant future.
I like Kyle Bass too.