Topic: Michael Burry

1 chapters across the catalog

Needle Drop
Episode 1814 2:37:52 - 2:42:54

1814: Needle Drop

Market Cycles and the 2028 Economic Forecast

Investor Michael Burry places a $1.1 billion short bet against Nvidia and Palantir, citing inflated P/E ratios. A 20-to-40-year economic cycle theory is proposed, suggesting a potential market crash around 2028 or 2029, following the end of a second Trump term. The discussion compares the current political and economic landscape to the Reagan and Bush eras.