Michael Burry
Mentioned in 32 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
Milk Road AI · Jul 20, 2026
Will AI Trade Stocks Better Than Us?
“Cited as warning against cyclical industry stocks at low valuations; predicted memory sector cycles”
TBPN · Jul 16, 2026
Stripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN
“PayPal shareholder opposing Stripe acquisition at current price; believes stock can return to prior highs”
TBPN · Jul 15, 2026
Stripe x PayPal, Codex Micro, Saagar Enjeti Joins | George Kailas, Mukund Jha, Russ Tedrake, Glenn Youngkin
“PayPal shareholder who posted on Substack opposing the Stripe offer price as too low.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 13, 2026
How the Escalating AI Wars Benefit You
“Retweeted CNBC piece on AI shifting from bigger models to cheaper systems, suggesting AI infrastructure bubble risk.”
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Vocal critic of AI chip depreciation accounting practices and how companies are manipulating useful asset lives”
Elon Musk Podcast · May 14, 2026
GameStop’s hostile $55 billion eBay bid
“Predicted 2008 financial crisis; exited GameStop position after bid announcement; warned deal would create unmanageable debt and dilution”
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business · May 6, 2026
The Next Financial Crisis Is Already Here
“Cited for Substack analysis predicting 70% stock market decline based on historical P/E multiple drawdown patterns”
Omni Talk Retail · May 6, 2026
Retail Daily Minute | Doris Fisher, Gap Co-Founder, Dies at 94 & Victoria's Secret Faces a Proxy Battle & Michael Burry Exits GameStop
“Investor famous from The Big Short; announced full exit from GameStop due to debt concerns incompatible with thesis”
TBPN · May 5, 2026
FULL INTERVIEW: GameStop’s Ryan Cohen on Why He’s Buying eBay
“Exited GameStop position; Cohen discusses his different risk appetite and investment philosophy regarding leverage”
Wall Street Breakfast · May 5, 2026
Global borrowing costs soaring
“Exited entire GameStop position, criticizing CEO Ryan Cohen's eBay acquisition strategy as incompatible with excessive leverage”
Squawk Pod · May 5, 2026
A Financial “Super App” & Met Gala Moments 5/5/26
“Sold GameStop position citing debt concerns about eBay acquisition; famous for The Big Short”
The Rundown · May 5, 2026
Palantir Crushes Earnings, Apple in Talks with Intel
“Dumped entire GameStop stake citing excessive debt required for $56B eBay acquisition bid breaks his investment thesis”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“Sold all GameStop stock via Substack, citing incompatibility between Berkshire Hathaway acquisition strategy and eBay debt requirements”
Better Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Criticized for not analyzing the Oracle-OpenAI infrastructure bubble despite his track record identifying financial crises”
Deep Questions with Cal Newport · Apr 23, 2026
What has *Actually* Happened in AI in 2026? | AI Reality Check
“Raised concerns about NVIDIA GPU inventory and sales claims weeks after Ed Zitron's analysis”
La Estrategia del Día México · Apr 23, 2026
BMW sobre aranceles, Avis, Banamex, Lazzeri, Tesla, L’Oréal y Lululemon
“2008 financial crisis predictor; commented on Avis stock surge as speculative market excess”
CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Published analysis on software sector reflexivity between equity and debt via Cassandra substack”
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”