# Michael Burry
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Michael James Burry (; born June 19, 1971) is an American investor, hedge fund manager, and physician. He was the founder of the hedge fund Scion Capital, which he ran from 2000 until 2008, before closing the firm to focus on his own personal investments. Burry is best known for being the first investor to foresee and profit from the subprime mortgage crisis that occurred between 2007 and 2010.
Can enterprise AI pay for the boom?
The AI buildout is making an enormous bet on what businesses will eventually bewilling to pay for intelligence. In our research this summer on Forecasting theAI Bubble, we argued that a key indicator to watch is productive utilization byenterprise customers. Specifically, we said if infrastructure …
AI Outcomes Have FAT Tails
In Episode 99, Benny & The Squirrel are joined by Brandon Carl. Is AI headed for its shale boom moment? Brandon is a rare operator - with a decade on Wall Street in fixed income derivatives followed by a decade building in AI. He is now the founder of Soundcast, and he argues that the loudest voic…
Airbnb Hosts Are Being Shut Down- The Bubble Has Burst
My Fitness Ring With No Subscription Fee: https://amzn.to/4xcVosP=======Subscribe to My Clips Channel / @michaelbordenaroclips =======Need a Real Estate Agent You Can Trust? Get one for FREE: https://homeandmoney.com/michael/=======Get Your Home Price Forecast: https://www.reventure.app/affilia…
The Economics of the Data Center Landlords Powering the Internet
The Economics of the Data Center Landlords Powering the Internet
How do a handful of "landlords" make billions renting out power, cooling, and empty concrete to Google, Microsoft, Meta, and the world's biggest AI companies — without owning a single server? This deep dive breaks down the real busin…
Nvidia Warning; Tesla Cybertruck; Burry’s SMH Puts; Delta Window Seats; Friday Watchlist; Nvidia-Brightspeed AI; USA TODAY Cost Cuts; Micron Valuation; Friday Stock Movers
The Daily Business and Finance Show - Friday, 6 November 2026
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"Code Red" Over, OpenAI is about to blow...
Big AI news today! We dive into the upcoming release of Grok 4.20, which is dominating the profit-based Alpha Arena and is expected to launch before the end of the year. Meanwhile, the battle for the top spot on the LM Arena heats up as Google’s Gemini 3.0 Pro holds the lead, forcing OpenAI into "C…
Following the Private Credit Loan Books | Laks Ganapathi
This episode is brought to you by Sarmaya Partners. Learn more about Sarmaya’s LENS ETF, their full data and comparison, including performance here:
https://sarmayaetf.com/
Laks Ganapathi, founder of Unicus Research and Minerva Investment Management, where Michael Burry recently joined as a senio…
A Hangover Without the Party | AI Stocks in 48 Hours, Our European Basket, and the Browser That Started the Bubble
Episode 25: A Hangover Without the Party
AI stocks fell, rose, fell harder and rose again, all within about 48 hours. Europe owns almost none of the stars in that show and still woke up with a headache. Sarah and Markus open their own basket of 41 European tech shares, remember Netscape's IPO in 19…
The Earnings Bubble
This is a free preview of a paid episode. To hear more, visit uncompressedintel.substack.com
While Wall Street pumps unsustainable multiples, the physical infrastructure underneath the cloud is cracking under regulatory, liquidity, and resource constraints.
This is the tracking data for Friday, Jul…
Michael Burry Signed On to Her Fund, and This Is Just the Beginning | Laks Ganapathi
By the time it's in the news, it's too late. Short seller Laks Ganapathi, whose new fund Michael Burry advises, says the AI selloff is just the beginning, and the real risk is in the debt, not the stocks.Ganapathi, founder of Unicus Research and Minerva Investment Management, joins Jeremy Szafron t…
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