Michael Burry is back, and this time the newsletter gang is paying monthly. We explore his shift from hedge fund manager to Cassandra Unchained newsletter writer, the ideas that stood out to us, and his bearish take on Nvidia and Palantir in the middle of a very frothy AI market.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from FOMO Investing
Intuitive Surgical: The Quiet Robotics Compounder
Abivax, an investing lesson in thinking slow, acting fast
Critics weigh in on SpaceX's IPO
Jeremy Raper goes for extra credit at the Humm Group
Get summaries like this every morning.
Free AI-powered recaps of FOMO Investing and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.