Interview with Hayman Capital Founder, Kyle Bass. Bass says 1$ trillion infrastructure stimulus is needed or US will hit a recession. Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues Texan hedge fund manager J. Kyle Bass, the founder of Hayman Capital, sees a recession happening in 2020 unless the U.S. puts together a big infrastructure plan. When you think about trade you think about what's going on between the U.S. and China.