Legendary "Big Short" Investor Michael Burry just revealed a new big short! I look at how Burry's shorting the US stock market, and I also take a look at his new long stock portfolio updates.
Timestamps:
00:00 Michael Burry Intro
00:24 Michael Burry's 2 new big short positions
03:34 Burry's pessimistic outlook
04:40 Past and future SPY and QQQ
06:41 Burry's Q2 long stock investments
08:27 Burry's Q2 sold stocks
10:12 Deep value + macro investing
11:25 Net-flat market for next decade?
12:53 Final thoughts
Related episodes:
Guru Portfolios Q2 2023: Pabrai, Akre, Klarman, Gayner
https://youtu.be/oxAXpnu3oXY
Guru Portfolios Q2 2023: Li Lu & David Tepper
https://youtu.be/shsDsTjUQN8
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the show, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (referral link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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