'Big Short' investor Michael Burry warns of a massive bubble and epic market crash

[Behappyalways]

韩国房地产爆崩：史上第一次影子银行危机，哪条小龙下一个渡劫？
https://m.youtube.com/watch?v=FsEVUwRzQ_Q&t=1s

[Behappyalways]

Charts of the Week
https://www.macrovisor.com/p/charts-of-t...tter&sd=pf


https://twitter.com/VincentDeluard/statu...5374702593

[Behappyalways]

Gradually then suddenly (crash)....

We probably in a midst of a correction...but a bigger one will probably come at the end of the year


"A Lot More Bodies Coming" - Druckenmiller Warns Of "Hard Landing", Blasts Fed "Free Money" Making People Do "Really Stupid Things"
https://www.zerohedge.com/markets/lot-mo...ing-people

[Behappyalways]

https://twitter.com/mikepsilva/status/16...6757262337


https://twitter.com/DavidCoxRJ/status/16...8629255172


'23.06.01【豐富│財經起床號】黃詣庭談「短線風和日麗 月中看聯準會表演」
https://m.youtube.com/watch?v=_f2v-WZGOZM

[Behappyalways]

陳鳳馨預測 美國聯準會六月暫停升息 年底前降息不可能！【Yahoo TV】風向龍鳳配
https://m.youtube.com/watch?v=XwJYWmpgBrA


Treasury issuance is heating up next week, with a whopping $296B of US debt on auction!
https://twitter.com/Mayhem4Markets/statu...4990076934

[Behappyalways]

23.06.15【豐富│財經起床號】黃詣庭談「解讀FED最新利率決策—Skip or Pause」
https://m.youtube.com/watch?v=zO3_2T2HFkg


note the axis change. y-axis now goes up to 7%, not 6%
https://twitter.com/JackFarley96/status/...9922878471

[weijian]

Reviving this thread where Burry first talked about a "Greatest Speculative Bubble of All Time in All Things" back in mid 2021. With the benefit of hindsight, he was right in some ways and wrong in other ways.

Now towards the end of 2025, this is probably the longest one where Dr Burry spoke on his own. So it is a rarity. A quick summary of this 30mins podcast:

(1) The media spoke about "large billion dollar short" positions but Dr Burry clarified that "billion" is notional and his actual exposure (via buying long dated deep out of money puts) is at least ~100x smaller.

(2) His "Big Short" was once-in-a-century opportunity. He knows the same opportunity isn't going to repeat itself.

Michael Burry Speaks

Of all the characters in The Big Short, fund manager Michael Burry (depicted by Christian Bale in the movie version) seemed the least likely to grant Michael Lewis a follow-up interview. Burry was one of the first to see the subprime housing market crisis coming, and he actually helped Wall Street banks develop the credit-default swap, the instrument that allowed short sellers to make their bets against the market. Lately, Burry has been in the news again because his fund has taken short positions against tech giants Nvidia and Palantir. Now he finally sits down with Lewis as part of this series.

https://pocketcasts.com/podcast/against-...d86dbad650

P.S. I am generally agnostic towards his views but I disagree with the one where he says we can do without the Fed. I mean, without the Fed bailing AIG out in 2008, he may not have gotten his big payout...