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There were very few investors who realised the world was heading into financial turmoil. HARDtalk's Sarah Montague talks to one who did see it coming and made a fortune from it. First from America's sub-prime mortgage crisis and then from betting that Greece would default. Kyle Bass reckons, next, it will be France and Japan whose economies collapse. But is the behaviour of speculators like him partly to blame for the mess the markets are in?