Special: The Man Who Predicted the 2008 Crash, Now Warns About Nvidia and Palantir. And Maybe He's Right.
About this episode
The episode discusses Michael Burry's predictions about the stock market and artificial intelligence, drawing parallels to his actions before the 2008 financial crisis.
Imagine this: You’re sitting in an office, studying numbers that nobody cares about, and gradually discovering that the entire world is going to hell. Everyone around you is making millions, celebrating, buying their third house. And you think the whole system is one massive fraud that’s about to collapse. But you have to decide: Either stay quiet and go with the flow, or bet everything on being right. And then for two years, everyone tells you you’re an idiot. By the way, if you haven’t seen “The Big Short,” I recommend it. This was Michael Burry’s life in 2006. And now, in November 2025, the entire story is repeating itself. Except this time he’s not shorting mortgages. He’s shorting artificial intelligence. One-Eyed Genius Who Saw the Future Michael Burry isn’t a normal investor. He was born with one eye (the other was removed at age two due to cancer), studied medicine at the prestigious Vanderbilt University, and was preparing to save lives as a neurologist. Instead, he started writing a blog about stocks that caught the attention of a legendary Wall Street investor, and in 2000 he founded a hedge fund with money from his mother and brothers. Interesting start. But this…
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