Michael Burry Speaks

About this episode

Michael Burry discusses his insights on the subprime housing market crisis and his recent investment strategies with Michael Lewis.

Of all the characters in The Big Short, fund manager Michael Burry (depicted by Christian Bale in the movie version) seemed the least likely to grant Michael Lewis a follow-up interview. Burry was one of the first to see the subprime housing market crisis coming, and he actually helped Wall Street banks develop the credit-default swap, the instrument that allowed short sellers to make their bets against the market. Lately, Burry has been in the news again because his fund has taken short positions against tech giants Nvidia and Palantir. Now he finally sits down with Lewis as part of this series. Burry recently launched a newsletter called Cassandra Unchained . Order The Big Short audiobook, now narrated by Michael Lewis, on  Audible , Spotify , pushkin.fm/bigshort or wherever you get audiobooks. See omnystudio.com/listener for privacy information.

People in this episode

Host: Michael Lewis

Guest: Michael Burry

Topics covered

• subprime housing market
• financial crisis
• short selling
• investment strategies
• interview

Keywords

• Michael Burry
• The Big Short
• subprime crisis
• short positions
• Nvidia
• Palantir
• Cassandra Unchained

Mentioned in this episode

Organizations: Nvidia, Palantir, Pushkin Industries

Books & works: The Big Short, Cassandra Unchained

More episodes of Against the Rules: The Big Short Companion

• Blockers: A New Audiobook from Michael Lewis · June 4, 2026 · 2 min
• From Medal of Honor: James Fleming’s Impossible Vietnam War Rescue · May 27, 2026 · 31 min
• Sir David Attenborough: The Voice of the Natural World Turns 100 | From Big Lives · April 27, 2026 · 1h 1m
• Live with Nicolle Wallace · December 16, 2025 · 44 min
• How the Financial Crisis Broke Politics · November 25, 2025 · 44 min
• How the Financial Crisis Broke Wall Street · November 18, 2025 · 34 min