Episode 25: Michael Burry Unchained and His Newsletter Gang

May 19

Written By Brian O'Neill

Pocket Casts (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Castro (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Goodpods (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Metacast (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy) (Copy)

Michael Burry is back, and this time the newsletter gang is paying monthly. We explore his shift from hedge fund manager to Cassandra Unchained newsletter writer, the ideas that stood out to us, and his bearish take on Nvidia and Palantir in the middle of a very frothy AI market.

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Brian O'Neill

Episode 25: Michael Burry Unchained and His Newsletter Gang

Episode 24: Jeremy Raper and Collins St go for extra credit at the Humm Group