Michael Burry Speaks

Michael Lewis interviews Michael Burry from "The Big Short" to discuss his life post-movie, his investment strategies, and his current views on the stock market. Burry explains why he closed his fund to outside investors and now manages primarily his own money, driven by a pessimistic outlook on the stock market due to the rise of passive investing. He elaborates on his short positions against Palantir and Nvidia, criticizing their valuations and business models, and shares his broader views on the AI bubble, comparing it to the dot-com era. The conversation also touches on government debt, the Federal Reserve, and alternative investments like Bitcoin and gold, providing insights into Burry's unique perspective and investment philosophy. Finally, Burry reflects on his decision to allow Lewis to tell his story in "The Big Short," explaining his motivations and how he perceived the portrayal.