Michael Burry

Tech experts Sam Altman, Michael Burry, and Jim Chanos join the podcast to discuss OpenAI, SpaceX, and Nvidia earnings. They explore SpaceX's potential as one of the largest companies in the world, OpenAI's challenges and valuation, and the future of Sam Altman. The hosts also delve into the rise in corporate buybacks and the performance of the stock market.

Michael Burry, legendary investor known for making billion-dollar bets against the housing market, discusses his recent $1.6 billion bet against the stock market, restaurant economics favoring groups, and the risks of debt in the US economy.

Guest Michael Burry, investor from the movie 'The Big Short', talks about retail earnings, stock picking, interest rates, and the future of Paypal. They also discuss consumer spending, July retail sales, resilience of high and low-income earners, valuation in different sectors, funds raised for distressed commercial real estate, declining stock price, and upcoming episodes.

Chris Hohn, Terry Smith, Josh Tarasoff, Michael Burry, and Thomas Russo talk about recent stock market gains, their well-performing portfolios including Netflix and Amazon, investment philosophies of Smith and Hone, the sale of Spotify's position, and an analysis of Russo's conservative portfolio holdings.

Michael Burry, famous for shorting the US housing market in 2008, now bets against the US bond market. Explore the relationship between the economy and the stock market, and the challenge of predicting economic cycles. Understand the inverted yield curve and concerns about overvaluation in the USA.