Kyle Bass: Tapering to zero is a difficult task for Yellen

Here is Kyle Bass's talk about opportunities in 2014.

- Kyle Bass points out that tapering to zero is a very difficult task.

- U.S. Fed Funds Rate increase is highly unlikely.

- Japan will buy more Japanese bonds as investors sell because of CPI of 2%.

- Japan QE will increase in May. 

- Yen weakening to continue.

- Japanese current account deficit to continue.

- Brazilian 2 year bond is a buy. 

- Kyle Bass has no interest in Bitcoin.

- China is slowing down faster than reported.

- Canadian housing is in a bubble. 

- Equity of European banks could be in trouble.