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5 episodes with Burry
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6 episodes with Burry
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2 episodes with Burry
Absolutely the BEST podcast I have done if you're looking for a pre earnings analysis of $NVDA or a post earnings analysis of $MSFT or $AMZN. Absolute buy zones identified through Sidekick and spot on stock analysis of the memory names and Cybersecurity names. The longer live Youtube version has my entire process of getting ready for the podcast too. Click Here for the longer LIVE YouTube versionGet my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader https://dailystockpick.substack.com/THESE SALES END SOON: TRENDSPIDER $9 2 week trial WEEKEND SALE - get any annual plan and I'll send you my 4 hour algorithm. Seeking Alpha's Tool kit *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ALPHA PICKS - Want to Beat the S&P? Save $75 Seeking Alpha Premium - FREE 7 DAY TRIAL and 15% OFFSEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 EPISODE SUMMARY
John Johnston (JJ) breaks down the investing world drama unfolding because famous “Big Short” investor Michael Burry is currently shorting the stock of AI sector darling Palantir (PLTR). We look at exactly what Burry is saying about Palantir, and why he's shorting it. More generally, Burry thinks we in the midst of an AI bubble that's similar to the Dot Com Bubble of the lates 1990s. Peter Thiel Calls Pope ‘The Antichrist': JD Vance's Palantir Problem https://open.spotify.com/episode/2RnSiaoFFsXUU52TDZSeLxJoe Rogan GLAZES Peter Thiel & Palantir, Theo Von COOKS https://open.spotify.com/episode/1kNKj2d1vOXqlTKosqBhTYTim Dillon ROASTS Peter Thiel's Antichrist Obsession https://open.spotify.com/episode/68yc1auGogphxe4fqoNuFeReferenced video:Michael Burry Speaks | Michael Lewis https://youtu.be/nsE13fvjz18Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
John Johnston (JJ) breaks down the investing world drama unfolding because famous “Big Short” investor Michael Burry is currently shorting the stock of AI sector darling Palantir (PLTR). We look at exactly what Burry is saying about Palantir, and why he's shorting it. More generally, Burry thinks we in the midst of an AI bubble that's similar to the Dot Com Bubble of the lates 1990s. Peter Thiel Calls Pope ‘The Antichrist': JD Vance's Palantir Problem https://open.spotify.com/episode/2RnSiaoFFsXUU52TDZSeLxJoe Rogan GLAZES Peter Thiel & Palantir, Theo Von COOKS https://open.spotify.com/episode/1kNKj2d1vOXqlTKosqBhTYTim Dillon ROASTS Peter Thiel's Antichrist Obsession https://open.spotify.com/episode/68yc1auGogphxe4fqoNuFeReferenced video:Michael Burry Speaks | Michael Lewis https://youtu.be/nsE13fvjz18Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Hur går det för våra guldcase?https://finanskursen.se/ börjar igen den 8 mars 2026. Ansök på hemsidan.Vad har hänt sedan vi först pratade om guldbolagen? Hur ser vi på guldpriset mätt i USD just nu och kommande handfull månader och år?Dessutom: Bubblornas fader Jeremy Granthams senaste bok. SaaS-dödens och TINs ökenvandrings slut? Burry och Molina Healthcare. Samt:2026 BLIR ÅRET MED MAXIMAL ACCELERATION I AI CAPEX.Peakar därmed AI-hajpen på börsen 2026? Hyperscalertoppen ökar från 150B till 650B i capex. Ungefär. Den ökningen i procent slår sektorn aldrig igen. Och sannolikt inte heller ens nominellt (dvs mer än +500B USD på ett år) på minst 10 år. I år peakar AI!
Today we're joined by Canadian composer Dean Burry, whose operas for young audiences have been performed across Canada and beyond. His works include The Brothers Grimm, The Hobbit, and today's focus, The Brementown Musicians, an immersive opera created especially for elementary students. Full ArticleEpisode Credits:Dean Burry - GuestAshley Daniel Foot - Host, Inside Vancouver OperaMack McGillivray - Producer, Inside Vancouver Opera
Parce que… c'est l'épisode 0x705! Shameless plug 25 et 26 février 2026 - SéQCure 2026 31 mars au 2 avril 2026 - Forum INCYBER - Europe 2026 14 au 17 avril 2026 - Botconf 2026 28 et 29 avril 2026 - Cybereco Cyberconférence 2026 9 au 17 mai 2026 - NorthSec 2026 3 au 5 juin 2026 - SSTIC 2026 19 septembre 2026 - Bsides Montréal Notes IA Dumpster fire called OpenClaw OpenClaw (a.k.a. Moltbot) is everywhere all at once, and a disaster waiting to happen ‘Moltbook' social media site for AI agents had big security hole, cyber firm Wiz says MoltBot Skills exploited to distribute 400+ malware packages in days DIY AI bot farm OpenClaw is a security ‘dumpster fire' Detecting and Monitoring OpenClaw (clawdbot, moltbot) Clouds rush to deliver OpenClaw-as-a-service offerings A sane but extremely bull case on Clawdbot / OpenClaw OpenClaw: When AI Agents Get Full System Access – Revolution or Security Nightmare? It's easy to backdoor OpenClaw, and its skills leak API keys Using microvm.nix to sandbox Openclaw OpenClaw Partners with VirusTotal to Secure AI Agent Skill Marketplace 17% of 3rd-Party Add-Ons for OpenClaw Used in Crypto Theft and macOS Malware Grok French prosecutors raid X offices, summon Musk over Grok deepfakes Kevin Beaumont: “The UK's Information Commissio…” - Cyberplace Kevin Beaumont: “Reuters reports Grok is still …” - Cyberplace Kevin Beaumont: “Elon Musk Under Investigation …” - Cyberplace Spain, Greece weigh teen social media bans, drawing fury from Elon Musk Vos agents IA sécurisés en -10 sec. sur Mac You won: Microsoft is walking back Windows 11's AI overload C'est prouvé : Le vibe coding va tuer l'open source Anthropic keeps Claude ad-free AWS intruder pulled off AI-assisted cloud break-in in 8 mins n8n's latest critical flaws bypass December fix Microsoft sets Copilot agents loose on your OneDrive files How Industrial Robot Safety Was Written In Blood Anthropic's Claude Opus 4.6 uncovers 500 zero-day flaws in open-source code GitHub - Deso-PK/make-trust-irrelevant: Make trust irrelevant for agentic AI using kernel-enforced authority boundaries. Malicious VS Code AI Extensions Harvesting Code from 1.5M Devs Red Notepad++ Notepad++ Hack Detailed Along With the IoCs and Custom Malware Used Notepad++ Users, You May Have Been Hacked by China Energy infrastructure cyberattacks are suddenly in fashion EDR killer tool uses signed kernel driver from forensic software Microsoft releases urgent Office patch. Russian-state hackers pounce. Attackers Using DNS TXT Records in ClickFix Script to Execute Powershell Commands nmapUnleashed Makes Nmap Scanning More Comfortable and Effective Google Looker Bugs Allow Cross-Tenant RCE, Data Exfil Blue When Cloud Outages Ripple Across the Internet Microsoft rolls out native Sysmon monitoring in Windows 11 Ukraine tightens controls on Starlink terminals to counter Russian drones Satya Nadella decides Microsoft needs a quality czar EDR, Email, and SASE Miss This Entire Class of Browser Attacks Privacy GDPR is a failure California city turns off Flock cameras after company shared data without authorization Vos données sont déjà en vente… et vous ne vous en rendez même pas compte Lockdown Mode - La fonction d'Apple qui a mis le FBI en échec We had sex in a Chinese hotel, then found we had been broadcast to thousands Souveraineté Europe shrugs off tariffs, plots to end tech reliance on US Russian spy satellites have intercepted EU communications satellites Munich makes digital sovereignty measurable with its own score Commission trials European open source communications software Divers et insolites Bitcoin Why This Computer Scientist Says All Cryptocurrency Should “Die in a Fire” Bitcoin gets a zero price target in wake of Burry warning (BTC-USD:Cryptocurrency) Bitcoin de la “marde” ou de l'or en barre !! :) (Franck Desert) Flock CEO calls Deflock a “terrorist organization” Germany warns of Signal account hijacking targeting senior figures BrianKrebs: “Must-read: How ‘Pink Slime' Pu…” - Infosec Exchange We moved fast and broke things. It's time for a change. Collaborateurs Nicolas-Loïc Fortin Crédits Montage par Intrasecure inc Locaux réels par Intrasecure inc
00:00 Overview02:00 Burry's Argument11:30 Big Tech Valuation18:50 Jensen Asked About CAPEX31:34 Fail Of The Week: Anthropic Super Bowl Ad
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:37) Microsoft's Earnings Breakdown(04:18) CapEx and Cloud Commitments(10:08) Meta's Earnings(12:38) Tesla's Earnings(28:18) Investments in AI (33:59) The State of the Automotive Market(36:04) Tesla's Valuation and Future Prospects(40:33) The Musk Empire and Its Financial Maneuvering(43:23) ASML's Growth and Market Position(46:14) GameStop and Michael Burry's Investment Philosophy(50:50) Small Cap Insights: Vital Farms(55:03) The Surge of Silver and Gold Prices(01:03:58) Meme Stocks and Market Speculation*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Ottimismo in vista dei conti di Apple e Meta; Michael Burry scommette su GameStop; Pirelli boccia la proposta di Sinochem; Mercato auto in Europa, balzo delle ibride; In arrivo i conti di LVMH, manca un piano di successione. Puntata a cura di Elisa Piazza - Class CNBC Learn more about your ad choices. Visit megaphone.fm/adchoices
Entre les menaces sur les taux des cartes de crédit et le rachat du Groenland, on ne s'ennuie pas ce matin ! On fait le tri entre le bruit et les vraies opportunités.
In this edition of BizNews Daybreak for Friday, 9 January 2026, Alec Hogg breaks down the market-moving stories you need to win the day. A massive deal is back on the table as Rio Tinto and Glencore revisit a potential mega-merger. We also feature insights from "The Big Short" legend Michael Burry, who joins author Michael Lewis to warn of an overheated stock market and share a bearish take on high-flyer Palantir. Closer to home, David Shapiro explains why South African companies are stuck in "survival mode" and argues that fixing basic infrastructure matters more than new government white papers.
In this exclusive members-only episode, legendary author Michael Lewis sits down for a rare, long-form interview with the man who inspired The Big Short: hedge fund manager Michael Burry. Known for his deep aversion to the media, Burry breaks his silence to mark the 15th anniversary of the financial crisis and discuss why he is once again betting against the market.
Here's another podcast we think you'll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis' popular book The Big Short is 15 years old, and to mark the occasion, Lewis is looking back on how the 2008 financial crisis still affects the world today. Investor Michael Burry was one of the first to see the subprime housing market crisis coming, and now, he's back in the headlines, this time for betting against a very different kind of boom: he's taken short positions in tech titans Nvidia and Palantir. In this episode, Michael Lewis sits down with Burry for a rare interview. Find The Big Short Companion from Against the Rules wherever you get podcasts and The Big Short audiobook wherever you get audiobooks. Hosted on Acast. See acast.com/privacy for more information.
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Jesse Felder joins us to explain why the AI boom may be heading toward a major reckoning, why capital cycles matter, and why commodities, especially energy, are entering a new bull phase.#gold #ai #energy -------------------
The Canadian Bitcoiners Podcast - Bitcoin News With a Canadian Spin
FRIENDS AND ENEMIESMichael Burry is SHORT BITCOIN. Do you care? Does anyone? Plus Bank of America Greenlights a 4% allocation to Bitcoin, XXI starts trading and the British Police are spending a boatload developing a new hijab (lol). Join us for some QUALITY Bitcoin and economics talk, with a Canadian focus, every Monday at 7 PM EST. From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. Website: www.CanadianBitcoiners.comDiscord: / discord A part of the CBP Media Network: www.twitter.com/CBPMediaNetworkThis show is sponsored by: easyDNS - https://easydns.com EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. With DomainSure and EasyMail, you'll sleep soundly knowing your domain, email and information are private and protected. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - https://mission.bullbitcoin.com/cbp The CBP recommends Bull Bitcoin for all your BTC needs. There's never been a quicker, simpler, way to acquire Bitcoin. Use the link above for 25% off fees FOR LIFE, and start stacking today.256Heat - https://256heat.com/ GET PAID TO HEAT YOUR HOUSE with 256 Heat. Whether you're heating your home, garage, office or rental, use a 256Heat unit and get paid MORE BITCOIN than it costs to run the unit. Book a call with a hashrate heating consultant today.
This week, Skippy & Doogles unpack Burry's latest market outlook, shady behavior in prediction markets, and the bizarre death (yes, death) of TiVo. Plus: Apple's massive buybacks, Caitlin Clark's WNBA salary quiz, and why MicroStrategy might be headed for disaster.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
Join John Johnston (JJ) for the Weekly Lounge, a compilation of the week's 5 episodes of The John Johnston Lounge. These are the individual episode titles:Elon Musk's WILDEST Tesla Optimus Robot Claims https://open.spotify.com/episode/4QbgkOLIopzzgyHV89DnhL‘Big Short' Michael Burry Slams Tesla Stock: "Ridiculously Overvalued" https://open.spotify.com/episode/6ifpJOikaer1ipPqyGQ0DJTesla Europe Sales Crash Deepens & Bricked Batteries Nightmare https://open.spotify.com/episode/7hLXZlUklCzGGwf19rrcdwOpenAI CEO Sam Altman Triggers ‘CODE RED' as Google's Gemini Gains | Prof G Pod Reaction https://open.spotify.com/episode/2UjHc7btIkoiQJ77Ln5MT2Joe Rogan's “Jesus as AI” Rant: Has He Lost It? (American Alchemy Reaction) https://open.spotify.com/episode/2wLVQjgnEKEsSSYdLvyu31Last Week's Weekly Lounge: Weekly Lounge: Rogan vs Theo Von, Thiel Dumps NVDA, Musk vs Bezos in Space https://open.spotify.com/episode/4JnYCpEijlloMimu0zPvohDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Chanticleer columnist James Thomson and technology editor Paul Smith on the multi-trillion dollar AI investment boom, where the opportunities are for Australia and what happens if it goes wrong. This podcast is sponsored by Acenda Further reading: OpenAI in Australian blitz as it woos start-ups, corporatesThe Silicon Valley giant behind ChatGPT will offer free services to major venture capital-backed tech companies as it attempts to steal a march on rivals. Burry, Buffett and boomers: How markets drive our ugly generation gapWhile investors love the contrarian wisdom of Michael Burry and Warren Buffett, capital-soaked markets mean the world they won in is gone, creating deep societal problems. Reasons the AI bubble doesn’t look like the dotcom crash (yet)It’s the biggest spending spree in history. Is the AI boom a bubble, and what does it mean for investors and the Australian economy if it bursts?See omnystudio.com/listener for privacy information.
Moneycontrol examines the rupee's slide from all angles - from its impact on investors and industries to what this can entail for monetary policy. Also read about Indigo's flight backlog, how a major decision has Meesho's investors split, the latest on Sanchar Saathi app controversy & investor Michael Burry's caution on the AI bubble - tune in to Moneycontrol editor's picks for all this and more news.
The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!
EP209: Burry: Remember GameStop? Massie J6 Interview, Trump Voids AutoPen, NFL Week 13SPORTSNFL Week 13 - https://www.nfl.com/news/nfl-week-13-takeaways-what-we-learned-from-sunday-s-11-games CLICKSCME Shuts Down - https://open.substack.com/pub/dollarendgame/p/the-music-stops?r=2gng6&utm_medium=iosSilver $100? https://justdario.com/2025/12/why-silver-can-hit-100-by-march/FDA: COVID Vaccine Deaths in Kids - https://www.nbcnews.com/health/health-news/fda-covid-vaccines-children-deaths-rcna246437 Fauci 100% Part Off Origins Coverup - https://www.zerohedge.com/political/fda-chief-fauci-involved-massive-covid-19-origins-coverGameStop Michael Burry posts about GameStop - https://www.benzinga.com/trading-ideas/movers/25/11/49113442/michael-burry-gamestop-stock-jim-simons-ken-griffin; https://x.com/michaeljburry/status/1993908030430433460?s=46&t=ye-2GyAK2iDh3yT1vKjfJgPOLITICSMassie Interview https://www.theblaze.com/news/assistant-capitol-police-chief-accused-by-rep-massie-of-thwarting-congressional-j6-pipe-bomb-investigation-retires ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ J6 Pipebombs w/ Stephen Blake Blaze TV ⁃ ⁃ ⁃ ⁃ ⁃ FBI threatens investigation(VIDEO) ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Bush Video(VIDEO)##About the Sports, Clicks & Politics Podcast SCAPP is a weekly podcast with a Livestream every Monday at 12pm on eastern. Join hosts Shawn Hannon and Ben Hussong as they separate the latest news from the noise impacting New York State. The podcast has frequent guest interviews for additional perspectives in the worlds or sports, politics and beyond!Follow the show on social mediaFacebook: facebook.com/scappodcastTwitter: @SCAPPodcastFollow Shawn & Ben on social mediaFacebook: facebook.com/hannon44 Twitter: @hannon44Facebook: facebook.com/ben.hussong.3Twitter: @benhussong
Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.
Patrick Bet-David, Tom Ellsworth and Brandon Aceto are joined by Paul Barron as they break down Campbell's leaked racist recording, Michael Burry's explosive clash with NVIDIA, Google's Gemini 3 crushing ChatGPT, and the rise of a powerful new AI super-PAC heading to Washington.-------
Who's going to win the Ashes? Find out on this week's PlayingFTSE Show!In a down week for the stock market, it's Steve W who's been making it happen for the show this week. He's down slightly less than Steve D – is that what winning looks like?Nvidia's earnings this week looked pretty good – sales growth was strong and is expected to be strong in the next quarter. But the stock went the wrong way the following day. One reason is the Bitcoin fall, but Steve W thinks there's more going on. Is the stock market getting suspicious of the firm's growth with everything going on right now?We haven't talked about Klarna on the show, but Steve D's about to change that. With US delinquencies going higher, this seems like a strange time to be thinking about that stock.There's more than this going on, though. There's a full-blown bank beneath the surface and if things go wrong with buy-now-pay-later, someone else might be holding the bag…WH Smith finally released the report from Deloitte into its accounting irregularities. And the stock was up as a result, despite the news that this year's profits are going to be lower. Steve W owns this one and is well down on it. But with some profits moved into the past and some lost, is it worth buying after the latest news?Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:02 NVIDIA26:19 KLARNA46:43 WH SMITH► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256
Worried about a potential downturn? You're not alone — and the latest data from major fund managers, market movements, and big-name investors shows 4 major yellow flags that every retirement investor should be watching. In this week's Fastest Four Minutes in Finance, we break down what's really happening beneath the market's surface and why now is the time to reassess your risk. Here's what we cover: Surreal complacency on Wall Street — Fund managers running nearly $500 billion are bullish, even while admitting stocks are overvalued and AI may be in a bubble. Conflicting signals on interest rates and tariffs — emotional investing may be taking the wheel. Big-name caution — Gundlach urges moving 20% to cash/T-Bills, and Burry quietly hedges against AI high-flyers. Early signs of market momentum breaking — S&P dips below its 50-day moving average, and the Nasdaq slides over 5% in days. These yellow flags don't guarantee a crash — but they DO mean it's time to ask the real question: Is your retirement plan built to withstand a 20%, 30%, or even 50% decline?
Michael Burry se estrella con su corto a Nvidia. ¿Por qué ha sido uno de los peores shorts del año? ¿Qué está pasando con el CapEx en IA de Microsoft, Google, Amazon y Meta? En el vídeo analizamos el boom del gasto en inteligencia artificial, el impacto en los hyperscalers y por qué en un corto puedes quedarte sin liquidez antes de que el mercado cambie de dirección. DESCUENTO DE HASTA EL 70% INVESTING PRO - LWS Black Friday Anticipado — del 5 al 25 de noviembre • 50% en 1 año de Pro y Pro+ • 55% en 2 años de Pro y Pro+ Y lo mejor: podrás seguir disfrutando de un 15% adicional cuando uses el código + link. Eso significa que podrás conseguir hasta un 70% de descuento en InvestingPro durante estas semanas. https://www.investing-referral.com/lws Código: lws Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #MichaelBurry #Nvidia #NVDA #IA #InteligenciaArtificial #Hyperscalers #Microsoft #Google #Amazon #Meta #CapEx #MercadosFinancieros #Inversiones #Bolsa #ConsultorioBursatil #LocosDeWallStreet #WallStreet #Tecnologia #Acciones #ShortSqueeze
Franco Macchiavelli, Analista de Mercados, nos da su visión sobre unos mercados, que abren en verde y describe un clima de perspectiva positiva, aunque matiza que “hoy tenemos la fiesta aguada al no conocer los datos de calidad, que marcan el rumbo del mercado”. Aun así, señala que el mercado encuentra cierto soporte, impulsado también por los resultados de NVIDIA. Sobre NVIDIA, Macchiavelli comenta que “todo el mundo está hablando de esa apuesta de Michael Burry”, recordando que el éxito del inversor se dio en un contexto (la crisis hipotecaria) cuya reacción no fue inmediata. Explica que los buenos resultados de la tecnológica no implican necesariamente que Burry se equivoque, pero sí anticipan una presión creciente hacia adelante. Para el analista, “lo de hoy podemos catalogarlo como un respiro; si hubiesen sido resultados negativos, estaríamos hablando del fin de la IA, y nada más alejado de la realidad”.
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
No surprise to me that there's a glut of apartments on the market I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought. Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings? Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has! China is no longer just manufacturing; they are also beginning to innovate. For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging. Companies Discussed: Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)
Stock market update for November 14, 2025.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Michael Burry—the legendary investor who predicted the 2008 housing crash—has just placed a massive bet against the AI boom. His latest 13F filing reveals he's shorting Nvidia and Palantir, the two darlings of the AI revolution. Is this the beginning of the AI bubble bursting, or is Burry making the biggest mistake of his career?In this deep dive, we break down Burry's exact positions, the warning signs he's seeing that others are ignoring, and what this means for the future of AI investing. We also examine the counter-argument: why betting against this market could be incredibly dangerous.TIMESTAMPS(00:00) - Michael Burry's billion-dollar bet against AI(00:24) - How we know about Burry's bet: 13F filings revealed(00:44) - Burry's targeted bets: NVIDIA and Palantir put options(00:55) - Why shorting NVIDIA is significant(01:15) - Why shorting Palantir matters(01:36) - The two-pronged attack strategy(02:05) - Warning sign #1: Smart money is cashing out (SoftBank exits NVIDIA)(02:31) - Warning sign #2: Astronomical valuations(03:11) - Warning sign #3: Spending doesn't match profits(03:43) - Why Burry could be wrong: This isn't the dot-com bubble(04:05) - AI as a true platform shift(04:22) - Burry's past mistakes: The Tesla bet(04:38) - What this means for founders & investors(05:18) - Is this Big Short 2.0?(05:48) - Final thoughts and call to actionKEY TAKEAWAYS✅ Why Michael Burry is shorting Nvidia and Palantir specifically.✅ The three warning signs that suggest an AI bubble.✅ How smart money (like SoftBank) is quietly exiting AI stocks.✅ What founders and VCs should focus on in this new environment.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWDo you think the AI market is a bubble? Or is Burry making a massive mistake? Let us know in the comments.#MichaelBurry #Nvidia #Palantir #AI #BigShort #VentureCapital #TechBubble #Investing #Startup
Market jitters over A.I. valuations persist. ‘Big Short' investor Michael Burry says hyper-scalers are overstating their earnings while Japan's Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany's Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company's success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor's high-stakes budget.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Timestamps:6:03 – Breakdown of FICO15:15 – Futures Trading Tip of the Week18:37 – Trump's $2K Tariff Plan34:46 – Burry's Shorts on NVDA & Palantir46:00 – What to Do After Becoming a Millionaire59:00 – Is Google the Sleeper AI Giant?1:04:10 – Holiday Market Play: Crypto or Stocks?1:08:20 – Trump x NVO x LLY Partnership Breakdown1:15:46 – Pre-Recession Indicators to Watch1:24:53 – CMG vs. CAVA Investment Outlook1:28:20 – End of Government Shutdown1:32:00 – Key Market Indicators for 20271:33:22 – Weekly Earnings RecapIn this week's Market Mondays, we break down everything from Trump's $2,000 plan to the future of AI and the latest market indicators signaling what's ahead for investors.We start with a deep dive into FICO scores and how they impact your financial future, then move into futures trading tips and Trump's bold plan to give every American $2,000 from tariff profits.We also discuss Michael Burry's short positions against Nvidia and Palantir, whether Google is the sleeper giant in AI, and what to do after you become a millionaire.Plus — we analyze Trump's new partnership with Novo Nordisk and Eli Lilly, what it means for biotech investors, and which markets — crypto or stocks — to focus on during the holiday season.As the government shutdown ends, we reveal key pre-recession indicators to watch, whether Chipotle (CMG) or CAVA are smart plays right now, and what signals could define the path to 2027.#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #FuturesTrading #TrumpEconomy #AIStocks #NVDA #Google #Palantir #NVO #LLY #FinancialEducation #WealthBuilding #RecessionPrep #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, Chris, Saied, and Rajeil dive head-first into the fiery mess that is America's housing market. Where even 0% mortgage rates wouldn't make homes affordable, and Buffett and Zillow are suddenly on the same side of the doomsday table. From the longest government shutdown in U.S. history to first-time homebuyers now averaging forty (because apparently adulting got delayed a decade), the guys break down why affordability has officially left the chat and how the “Zero Interest Rate Period” turned into the world's most expensive hangover.➡️ Then it gets spicy... Michael Burry is back, betting billions against AI and the stock market like it's 2008 all over again. Meanwhile, Warren Buffett quietly agrees the math no longer works, and The Higher Standard crew connect the dots between social frustration, rising socialism vibes, and a government that can't even pay its own bills. Equal parts data, sarcasm, and therapy session — this one's a masterclass in how to laugh through an economic meltdown.
Manifest Your Abundant Dream Life: https://www.affirmationtomanifestation.com/abundance Master Manifesting in 11 Days: https://www.affirmationtomanifestation.com/mastery
Dette er episode 341 av Tid er penger.Alle tjenester Tid er penger leverer til lyttere kan du finne på vår nye, enkle hjemmeside: www.tiderpenger.noDer finner du:LinkedIn-sideSpotfyRSSDiscord chatBlueskyNyhetsbrevFacebook-gruppePatreonBokanbefalingerPeters CVMail Hosted on Acast. See acast.com/privacy for more information.
– The importance of temperament – Burry’s big bearish bet – Westpac’s results out… And suffers the innovator’s dilemma? – Rates on hold… for years?See omnystudio.com/listener for privacy information.
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Nvidia og Palantir setter stadig nye rekorder på Wall Street. Nå satser «Big Short»-legenden Michael Burry milliarder på at festen snart er over. Har han rett denne gangen – eller roper han «ulv» igjen?I ukens episode av Finansredaksjonen, en podkast som lages av DN, snakker vi om de ekstreme verdsettelsene av amerikanske teknologiselskaper – særlig Nvidia og Palantir – og hvordan investoren Michael “Big Short” Burry - som tjente grovt på kollapsen i det amerikanske boligmarkedet under finanskrisen - igjen satser på et markedsfall. Hør episoden her:Palantir - som utvikler programvare som hjelper organisasjoner med å samle og analysere data fra mange forskjellige kilder - har steget over 150 prosent hittil i år og verdsettes til 85 ganger omsetningen – høyest i S&P 500.Nvidia har steget nesten 50 prosent , og er blant de mest verdsatte selskapene globalt.Burry hevder at prisingen er helt løsrevet fra realøkonomiske fundamenter, og at vi befinner oss i en ny type AI-boble. Han advarer på X (Twitter):“Sometimes, the only winning move is not to play.”Amerikanske aksjer prises nå høyere mot salgsinntekter enn noen gang tidligere – også over nivåene fra dot.com-boblen.Flere på Wall Street, inkludert topper hos Goldman Sachs og Morgan Stanley, mener markedet trenger en 10–15 prosent korreksjon. Hosted on Acast. See acast.com/privacy for more information.
Remember - all the tools I use will have Black Friday sales. ADD THEM TO YOUR HOLIDAY WISH LIST. Get your family and friends to gift you these tools for the holidays instead of buying you underwear and sock. Here are the links to all the sales: TRENDSPIDER - HUGE SALE
Send us a Text Message (please include your email so we can respond!)Episode 75! We talk about melatonin! We highlight MELLOW because it has the best acronym (by Burry et al in CHEST 2025). Then we dive into our mailbag!MELLOW: https://pubmed.ncbi.nlm.nih.gov/39800236/DEMEL: https://pubmed.ncbi.nlm.nih.gov/40608082/Meta-analysis: https://pubmed.ncbi.nlm.nih.gov/40662882/If you enjoy the show be sure to like and subscribe, leave that 5 star review! Be sure to follow us on the social @icucast for the associated figures, comments, and other content not available in the audio format! Email us at icuedandtoddcast@gmail.com with any questions or suggestions! Thank you Mike Gannon for the intro and exit music!
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does Michael Burry really see in today's market? In this video, we break down his boldest portfolio moves in years, what he sold, what he bought, and what it all means for traders right now. This isn't just about following a famous name. It's about understanding the psychology, the timing, and the signals that drive conviction trades when the rest of the market is uncertain.While most investors are still stuck playing defense, Burry has gone on offense. After clearing out a dozen major positions in Q1—including giants like Alibaba, Baidu, and JD.com—he came back in Q2 with a shockingly tight portfolio. Just five names now make up nearly his entire book, and each one reveals a lot about how he's positioning for the next phase of the market.Here's what you'll learn in this video:➡️ Why Burry dumped Chinese tech, healthcare, and consumer brands in Q1➡️ The concentrated list of five stocks he loaded up on in Q2➡️ Why Lululemon, down 50% from highs, could be a contrarian play➡️ Bruker and Regeneron as health-care names with unique setups➡️ MercadoLibre's explosive growth and why it's Latin America's Amazon➡️ UnitedHealth as the classic Burry pick—cash-rich, stable, temporarily beaten down➡️ How OVTLYR's trend template and fear & greed models expose the difference between “crashing up” and “crashing down” stocks➡️ Why price action and moving averages beat so-called fair value every timeWe also dive into OVTLYR 4.0 and how new breadth models and sector heatmaps are delivering results up to 6X stronger than before. With upgrades like 10/20/50 EMA filters, sector vs. SPY strength comparisons, and real-time fear & greed scoring, traders now have a sharper edge to catch moves while avoiding traps.The big takeaway: don't confuse headlines with signals. Michael Burry, Warren Buffett, or anyone else trades on their own time frames, and blindly copying them rarely works. The key is building your own plan, sticking to your own risk rules, and treating your account like a fund manager would. That means respecting the trend, avoiding “hope” trades, and waiting for setups that align with your rules.Whether it's yoga pants at Lululemon, biotech instruments from Bruker, or e-commerce dominance from MercadoLibre, the lesson is the same: price trends and math-backed signals matter far more than hype or ratios. If you're serious about trading with clarity, OVTLYR gives you the framework to save time, cut risk, and take higher-probability trades.Trading isn't about chasing every move. It's about knowing when to sit out, when to press in, and when to let the market prove itself before you commit. Watch this breakdown to see how Burry's moves stack up against the data, and how you can use the same disciplined approach to sharpen your own edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
En este episodio analizamos los movimientos más recientes de grandes gestores de inversión como Warren Buffett, David Tepper, Bill Ackman, Michael Burry y Steve Eisman. Desde nuevas apuestas en Amazon, Intel y UnitedHealth, hasta reducciones en Apple, Bank of America y empresas chinas, repasamos qué hay detrás de sus decisiones y cómo podrían impactar al mercado.Además, comentamos cómo se están comportando los mercados en medio de la volatilidad: el S&P 500 sigue mostrando resiliencia a pesar de la toma de ganancias en tecnológicas, el Nasdaq enfrenta presión tras la corrección de Nvidia y Apple, mientras que el Dow Jones se mantiene más estable con apoyo de sectores defensivos e industriales.Un episodio ideal para entender hacia dónde se mueven los grandes capitales y qué señales nos deja Wall Street en este momento.
ARK Innovation ETF (ARKK) founder Cathie Wood sells ARK's Circle holdings while buying Coinbase (COIN) and Robinhood (HOOD).~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:18 Sponsor: Coinbase00:52 Robinhood stock flying higher01:55 Robinhood vs Charles Schwab02:30 Schwab marketcap02:50 Cathie = Top Super Investor of 202503:50 Michael Burry might be lower now 04:20 Cathie dumping tesla04:30 Cathie dumping circle04:45 Cathie buying robinhood05:05 Cathie buying coinbase05:20 Cathie addicted to Shopify05:43 Dumping square06:10 Robinhood event06:24 Robinhood ethereum (Arbitrum)06:58 CNBC: The Next Top 25 Nasdaq Index07:51 The Next Tech Order09:00 Senate Apple Death Bill09:23 ETH at Apple's marketcap09:50 Draft Kings vs Polymarket10:45 Cathie unloaded Draft Kings years in advance11:05 Polymarket Growth11:38 Genius Act incoming12:20 PBS: Boomer vs Boomer stablecoin debate15:45 Outro#bitcoin #Ethereum #crypto~Cathie Wood Major Repositions!
To get live links to the music we play and resources we offer, visit www.WOSPodcast.comThis show includes the following songs:Crista Phoenix - Jwsu (Just Wanna Satisfy You) FOLLOW ON SPOTIFYEmily Myers - Behind Closed Doors FOLLOW ON SPOTIFYAlexa Kate - I Want It FOLLOW ON SPOTIFYKierra Noelle - Identity FOLLOW ON SPOTIFYAUBRIANA - 14 FOLLOW ON SPOTIFYSarah Morgan - Black Velvet FOLLOW ON SPOTIFYEsther Forseth - Green Screen FOLLOW ON SPOTIFYAria Sai - Time Machine (Last Good Day) FOLLOW ON SPOTIFYGina French - Dream it all up again FOLLOW ON SPOTIFYOnce Great Estate - Everyone Else FOLLOW ON SPOTIFYRaddish - Chipped Tooth Daisy FOLLOW ON SPOTIFYDenise Dimin - Home To You FOLLOW ON BRAODJAMBurry - Pillow Princess FOLLOW ON SPOTIFYPony Talk - I Think That You're Bad FOLLOW ON SPOTIFYElizabeth Bowersox - Good Night FOLLOW ON SPOTIFYFor Music Biz Resources Visit www.FEMusician.com and www.ProfitableMusician.comVisit our Sponsor Profitable Musician Newsletter at profitablemusician.com/joinVisit our Sponsor Joan & John Kane at songwritergenies.comVisit our Sponsor Mandi Macias at http://www.mandimacias.com/Visit www.wosradio.com for more details and to submit music to our review board for consideration.Visit our resources for Indie Artists: https://www.wosradio.com/resources
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