25 Dec 2025
37m

From Against the Rules: Michael Burry Speaks

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This podcast episode of "Against the Rules: The Big Short Companion Series" features Michael Lewis interviewing Michael Burry, the hedge fund manager who famously predicted the subprime mortgage crisis and was a central figure in Lewis's book, "The Big Short." Burry discusses his initial reluctance to participate, his discomfort with media attention, and the inaccuracies in how his investment positions are reported, particularly his short positions against Palantir and Nvidia. He explains his investment strategies, his reasons for closing and reopening his fund, and his current concerns about the stock market, including the AI bubble and the shift towards passive investing. Burry also shares his views on government finances, the Federal Reserve, and alternative investments like Bitcoin and gold, offering insights into his unique perspective and investment philosophy.

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