FOMO Investing

Michael Burry Unchained and His Newsletter Gang

May 11, 2026·36 min
Episode Description from the Publisher

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.

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