Motley Fool Money Michael Burry’s big bearish bet. November 7, 2025
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Nov 7, 2025 Delve into the intriguing world of investing as hosts discuss the significance of emotional temperament over IQ for long-term success. They analyze Michael Burry's monumental $1.5 billion bearish bet and the risks of contrarian investing. The conversation also covers Westpac's performance challenges amid its legacy tech issues and Macquarie's innovative mortgage strategy. Additionally, the hosts contemplate whether central banks will hold interest rates steady or respond to market fluctuations, highlighting the importance of staying invested to capture the best market days.
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Temperament Beats IQ In Investing
- High IQ does not guarantee investing success; emotional temperament matters far more.
- Andrew Page and Scott Phillips stress controlling urges beats complex analysis in investing.
Keep Investing Through Crises
- When markets crash, separate actions from emotions and keep investing consistently.
- Scott Phillips recommends continuing regular contributions even when fearful to capture long-term gains.
Value Comes From Ownership, Not Just Market Price
- Intrinsic value can exist independent of market tradability via cash flows from ownership.
- Andrew Page argues true value comes from what the asset produces while you hold it.
