Michael Burry
Mentioned in 15 analyzed podcast episodes across 10 shows
A doctor-turned-investor with Asperger's best known for predicting the 2008 financial crisis through betting against the subprime housing market in "The Big Short." More recently, he has gained attention for shorting major tech companies including NVIDIA and Palantir, arguing they are engaged in improper accounting practices—positioning himself as a contrarian voice warning of a potential AI bubble. Podcasters discuss him as a high-profile example of market timing difficulty, given his early crisis success has not been replicated in subsequent bets.
Appears On
Episode Appearances
The a16z Show · Apr 3, 2026
Marc Andreessen on AI Winters and Agent Breakthroughs
“Shorted Nvidia; Andreessen argues his thesis was 180 degrees wrong as old chips appreciate”
Latent Space: The AI Engineer Podcast · Apr 3, 2026
Marc Andreessen introspects on The Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
“Shorted Nvidia; Andreessen argues his thesis was 180 degrees wrong on AI chip economics”
The a16z Show · Mar 19, 2026
AI Just Gave You Superpowers — Now What?
“Used as example of someone with unique verification abilities during financial crisis”
Dwarkesh Podcast · Mar 13, 2026
Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
“Investor who argues GPU depreciation cycles are shorter than commonly assumed”
ChooseFI · Feb 23, 2026
We're Becoming Millionaires… Now How Do We Talk About It?
“Referenced as example of difficulty in beating market; called 2008 financial crisis but hasn't replicated success since”
TBPN · Feb 20, 2026
The SaaSpocalypse is Cancelled, WB Back in Play, Zuck Grilled in LA Trial | Diet TBPN
“Investor criticizing Palantir CEO's excessive private aviation expenses”
5 Minute Book Summaries - A Business Book Club Series · Feb 10, 2026
The Big Short by Michael Lewis – Lessons from the Financial Crash - A Business Book Club Series
“Doctor turned investor with Asperger's who discovered subprime loan defaults and invented credit default swaps to bet against housing market”
TBPN · Feb 10, 2026
FULL INTERVIEW: Bill Bishop Thinks China’s Military is Still Deeply Corrupt
“AI bear who predicted AI chips would become worthless, contrary to current market reality”
TBPN · Jan 12, 2026
DOJ vs. Fed Chair, Apple Repositions Vision Pro, Ben Thompson Joins | Tyler Cowen, Harley Finkelstein, Andrew Feldman, Nathan Nwachuku, Anastasios Angelopoulos
Smart Money Happy Hour with Rachel Cruze and George Kamel · Jan 1, 2026
We Predict the Future of 2026—Money, Celebrities and More!
“Investor from 'The Big Short' now shorting AI market, signaling potential tech bubble concerns”
DarkHorse Podcast · Dec 31, 2025
New Year’s Eve of Destruction: The 307th Evolutionary Lens with Bret Weinstein and Heather Heying
“Investor warning about AI sector bubbles and mispriced corporations in technology markets”
The Joe Rogan Experience · Dec 17, 2025
#2427 - Bret Weinstein
“Famous from 'The Big Short'; currently warning about stock market bubbles and fraud”
The Artificial Intelligence Show · Dec 2, 2025
#183: AI Job Automation, Is There an AI Bubble?, AI Political Divides, ChatGPT Turns 3, Claude Opus 4.5, Google vs. Nvidia & DeepSeek V3.2
All-In with Chamath, Jason, Sacks & Friedberg · Nov 22, 2025
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
“Investor shorting NVIDIA and Palantir, arguing tech companies are cooking books through improper chip depreciation accounting”
All-In with Chamath, Jason, Sacks & Friedberg · Nov 14, 2025
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
“Capital allocator from The Big Short; deregistered firm with SEC and made $9M short bet against Palantir and AI companies”