Michael Burry's NEW Big Short Investments!

The John Johnston Lounge · Aug 22, 2023 · 14m

Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates. Timestamps: 00:00 Michael Burry Intro 00:24 Michael Burry's 2 new big short positions 03:34 Burry's pessimistic outlook 04:40 Past and future SPY and QQQ 06:41 Burry's Q2 long stock investments 08:27 Burry's Q2 sold stocks 10:12 Deep value + macro investing 11:25 Net-flat market for next decade? 12:53 Final thoughts Related episodes: Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner…