Podcasts about Burry

  • 192PODCASTS
  • 271EPISODES
  • 38mAVG DURATION
  • 1WEEKLY EPISODE
  • Nov 11, 2025LATEST

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Best podcasts about Burry

Latest podcast episodes about Burry

Market Mondays
MM #284: End of Gov Shutdown: Trump Wants to Give You $2K, Crypto vs Stocks, & Recession Warnings

Market Mondays

Play Episode Listen Later Nov 11, 2025 99:15 Transcription Available


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

Affirmation to Manifestation Podcast
The Death of the Old Self: Burry Lack and Scarcity

Affirmation to Manifestation Podcast

Play Episode Listen Later Nov 10, 2025 13:08


Manifest Your Abundant Dream Life: https://www.affirmationtomanifestation.com/abundance  Master Manifesting in 11 Days: https://www.affirmationtomanifestation.com/mastery

MorningBull
Le narratif de la vision à court terme | Swiss Bliss

MorningBull

Play Episode Listen Later Nov 9, 2025 25:40


Entre micro-news qui durent 12 minutes, traders qui changent d'avis toutes les 3 respirations et narratifs à deux balles qui justifient n'importe quel mouvement, on nage en plein délire collectif. Au menu: Trump qui bricole des deals avec la Chine, Michael Burry qui sort le lance-flammes sur l'IA, un shutdown qui coûte un bras par jour, les “Magnificent Seven” qui tournent au rouge tomate et un marché qui découvre qu'investir plus de 24 heures, c'est devenu old school. Le résultat? Des indices qui vacillent comme en 2008, un S&P500 qui fait un reverse à 110 points sur RIEN, des valorisations qui s'envolent comme des drones sans GPS, et un secteur IA qui perd l'équivalent du PIB du Luxembourg en trois tweets. Bref, un marché hyperactif, instable, accro au narratif et incapable de garder une direction plus de 6 heures. Le buy the dip marche encore, mais on joue avec des allumettes au-dessus d'un baril d'essence… et tout le monde trouve ça normal. Dans cette vidéo Swiss Bliss, je te raconte tout ça, avec du recul, de la mauvaise foi, des vannes et l'envie de comprendre ce foutoir plutôt que de le subir. Installe-toi, respire… Et bienvenue dans l'économie version 2025: la finance en mode TikTok.

Triple M - Motley Fool Money
Michael Burry's big bearish bet. November 7, 2025

Triple M - Motley Fool Money

Play Episode Listen Later Nov 7, 2025 84:56


– 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.

The Art of Value
AI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust

The Art of Value

Play Episode Listen Later Nov 6, 2025 24:49


Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR).  Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: 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.

The Art of Value
AI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust

The Art of Value

Play Episode Listen Later Nov 6, 2025 24:49


Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR).  Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: 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.

The David Knight Show
Wed Episode #2132: Michael Burry vs. the Machine: The Billion-Dollar Bet

The David Knight Show

Play Episode Listen Later Nov 5, 2025 181:39


[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.

The REAL David Knight Show
Wed Episode #2132: Michael Burry vs. the Machine: The Billion-Dollar Bet

The REAL David Knight Show

Play Episode Listen Later Nov 5, 2025 181:39


[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.

Finansredaksjonen
Tidenes dyreste aksjemarked!

Finansredaksjonen

Play Episode Listen Later Nov 5, 2025 32:37


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.

Daily Stock Picks

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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Black Box
Il nuovo "big short" di Michael Burry

Black Box

Play Episode Listen Later Nov 4, 2025 15:09


Nonostante i risultati sopra le aspettative, le azioni di Palantir sono scese. In questo scenario è ricomparso un personaggio noto: Michael Burry, diventato celebre per aver previsto il crollo del mercato immobiliare statunitense nel 2008 e protagonista del film "La grande scommessa", in cui viene impersonato da Christian Bale. Burry ha scommesso contro Nvidia e Palantir stessa. Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 6 mesi EXTRA di canone gratuito e 10 ordini gratuiti per investire. Per maggiori info clicca ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠qui⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

ICU Ed and Todd-Cast
New: MELLOW, Melatonin, and Mailbag

ICU Ed and Todd-Cast

Play Episode Listen Later Oct 7, 2025 41:03


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!

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita
Il crollo prossimo venturo? Parliamo di previsioni - Lettera #159

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

Play Episode Listen Later Sep 24, 2025 17:56


I mercati continuano a correre, con Wall Street che segna nuovi record e la Fed che spinge sull'acceleratore con il taglio dei tassi. Fitch premia l'Italia con un upgrade del rating, mentre il settore dell'uranio sorprende con rialzi vertiginosi. Ma se c'è una lezione che la storia dei mercati ci insegna è che il futuro nessuno lo può prevedere: il vero segreto è restare lucidi, gestire il presente e costruire portafogli solidi.Per visionare la newsletter completa iscriviti su letterasettimanale.it

Mario Lochner – Weil dein Geld mehr kann!
3 Crash-Prognosen: DAS hat mich schockiert bei meiner Recherche

Mario Lochner – Weil dein Geld mehr kann!

Play Episode Listen Later Sep 4, 2025 21:41


Ray Dalio. Michael Burry. Jeremy Grantham. Drei Namen, drei laute Warnungen. Aber wer lag wirklich wie oft richtig – und was sagt die Forschung über extreme Vorhersagen? In diesem Video checke ich die Track Records, entzaubere virale „Alles verkauft!“-Posts und zeige, wie du Crash-Thesen sauber in dein Portfolio übersetzt. Hinweis: Das Gespräch mit Andreas Beck kommt in wenigen Tagen. In diesem Video erfährst du: Welche Aussagen von Dalio, Burry & Grantham wirklich getroffen wurden – und was davon „Fake-News“ ist Warum extreme Prognosen statistisch oft schlechtere Prognostiker entlarven (Bayes vs. Überreaktion) Warum Warren Buffett mit seiner extrem hohen Cash-Quote für Aufsehen sorgt Ob jetzt echte Gefahr für die Märkte droht – oder ob alles nur Panikmache ist Was die berühmte „Katzen-Studie“ über Survivorship Bias lehrt Wie du Crash-Wetten professionell spielst: Basis-Allokation, Positionsgrößen (1–3 %), Stops & Zeit-Stops Konkrete Regeln für bessere Prognosen (Forecast-Tagebuch, Brier-Score, Exit-Kriterien)

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

Wall Street Easy
Los movimientos secretos de Wall Street: Buffett, Burry y compañía

Wall Street Easy

Play Episode Listen Later Aug 19, 2025 12:28


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.

Always On EM - Mayo Clinic Emergency Medicine
Chapter 45 - Airway to Heaven: A Primer on Mechanical Ventilation for Emergency Providers

Always On EM - Mayo Clinic Emergency Medicine

Play Episode Listen Later Jul 5, 2025 73:24


Dr. Harish Kinni, a triple-board-certified emergency medicine and critical care physician and assistant professor at the Mayo Clinic, provides an overview of the fundamentals of ventilator care for emergency department professionals. We will review key modes that we should know, the variables to set, how to adjust them for your patient's needs, and provide troubleshooting tips and tricks for when things suddenly go awry. This is sure to be one of the most helpful chapters of Always on EM, but don't let it take your breath away! CONTACTS X - @AlwaysOnEM; @VenkBellamkonda YouTube - @AlwaysOnEM; @VenkBellamkonda Instagram – @AlwaysOnEM; @Venk_like_vancomycin; @ASFinch Email - AlwaysOnEM@gmail.com REFERENCES & LINKS Swart P, Nijbroek SGLH, Paulus F, Neto AS, Schultz MJ. Sex Differences in Use of Low Tidal Volume Ventilation in COVID-19-Insights From the PRoVENT-COVID Study. Front Med (Lausanne). 2022 Jan 3;8:780005. doi: 10.3389/fmed.2021.780005. PMID: 35300177; PMCID: PMC8923734. McNicholas BA, Madotto F, Pham T, Rezoagli E, Masterson CH, Horie S, Bellani G, Brochard L, Laffey JG; LUNG SAFE Investigators and the ESICM Trials Group. Demographics, management and outcome of females and males with acute respiratory distress syndrome in the LUNG SAFE prospective cohort study. Eur Respir J. 2019 Oct 17;54(4):1900609. doi: 10.1183/13993003.00609-2019. PMID: 31346004. Swart P, Deliberato RO, Johnson AEW, Pollard TJ, Bulgarelli L, Pelosi P, de Abreu MG, Schultz MJ, Neto AS. Impact of sex on use of low tidal volume ventilation in invasively ventilated ICU patients-A mediation analysis using two observational cohorts. PLoS One. 2021 Jul 14;16(7):e0253933. doi: 10.1371/journal.pone.0253933. PMID: 34260619; PMCID: PMC8279424. Evans, Laura1; Rhodes, Andrew2; Alhazzani, Waleed3; Antonelli, Massimo4; Coopersmith, Craig M.5; French, Craig6; Machado, Flávia R.7; Mcintyre, Lauralyn8; Ostermann, Marlies9; Prescott, Hallie C.10; Schorr, Christa11; Simpson, Steven12; Wiersinga, W. Joost13; Alshamsi, Fayez14; Angus, Derek C.15; Arabi, Yaseen16; Azevedo, Luciano17; Beale, Richard18; Beilman, Gregory19; Belley-Cote, Emilie20; Burry, Lisa21; Cecconi, Maurizio22; Centofanti, John23; Coz Yataco, Angel24; De Waele, Jan25; Dellinger, R. Phillip26; Doi, Kent27; Du, Bin28; Estenssoro, Elisa29; Ferrer, Ricard30; Gomersall, Charles31; Hodgson, Carol32; Hylander Møller, Morten33; Iwashyna, Theodore34; Jacob, Shevin35; Kleinpell, Ruth36; Klompas, Michael37; Koh, Younsuck38; Kumar, Anand39; Kwizera, Arthur40; Lobo, Suzana41; Masur, Henry42; McGloughlin, Steven43; Mehta, Sangeeta44; Mehta, Yatin45; Mer, Mervyn46; Nunnally, Mark47; Oczkowski, Simon48; Osborn, Tiffany49; Papathanassoglou, Elizabeth50; Perner, Anders51; Puskarich, Michael52; Roberts, Jason53; Schweickert, William54; Seckel, Maureen55; Sevransky, Jonathan56; Sprung, Charles L.57; Welte, Tobias58; Zimmerman, Janice59; Levy, Mitchell60. Surviving Sepsis Campaign: International Guidelines for Management of Sepsis and Septic Shock 2021. Critical Care Medicine 49(11):p e1063-e1143, November 2021. | DOI: 10.1097/CCM.0000000000005337  Fan E, Del Sorbo L, Goligher EC, Hodgson CL, Munshi L, Walkey AJ, Adhikari NKJ, Amato MBP, Branson R, Brower RG, Ferguson ND, Gajic O, Gattinoni L, Hess D, Mancebo J, Meade MO, McAuley DF, Pesenti A, Ranieri VM, Rubenfeld GD, Rubin E, Seckel M, Slutsky AS, Talmor D, Thompson BT, Wunsch H, Uleryk E, Brozek J, Brochard LJ; American Thoracic Society, European Society of Intensive Care Medicine, and Society of Critical Care Medicine. An Official American Thoracic Society/European Society of Intensive Care Medicine/Society of Critical Care Medicine Clinical Practice Guideline: Mechanical Ventilation in Adult Patients with Acute Respiratory Distress Syndrome. Am J Respir Crit Care Med. 2017 May 1;195(9):1253-1263. doi: 10.1164/rccm.201703-0548ST. Erratum in: Am J Respir Crit Care Med. 2017 Jun 1;195(11):1540. doi: 10.1164/rccm.19511erratum. PMID: 28459336. Alhazzani W, Møller MH, Arabi YM, Loeb M, Gong MN, Fan E, Oczkowski S, Levy MM, Derde L, Dzierba A, Du B, Aboodi M, Wunsch H, Cecconi M, Koh Y, Chertow DS, Maitland K, Alshamsi F, Belley-Cote E, Greco M, Laundy M, Morgan JS, Kesecioglu J, McGeer A, Mermel L, Mammen MJ, Alexander PE, Arrington A, Centofanti JE, Citerio G, Baw B, Memish ZA, Hammond N, Hayden FG, Evans L, Rhodes A. Surviving Sepsis Campaign: Guidelines on the Management of Critically Ill Adults with Coronavirus Disease 2019 (COVID-19). Crit Care Med. 2020 Jun;48(6):e440-e469. doi: 10.1097/CCM.0000000000004363. PMID: 32224769; PMCID: PMC7176264. Wang W, Scharfstein D, Wang C, Daniels C, Needham D, Brower R, NHLBI ARDS Clinical Network. Estimating the Causal Effect of Low Tidal Volume Ventilation on Survival in Patients with Acute Lung Injury. J R Stat Soc Ser C Appl Stat. 2011. PMC: PMC3197806 Brower RG, Thompson BT, NIH/NHLBI/ARDSNetwork. Tidal volumes in acute respiratory distress syndrome--one size does not fit all. Crit Care Med. 2006. Hager DN, Krishman JA, Hayden D, Brower RG, ARDSNet NIH / NHLBI. Tidal Volume Reduction in Patients with acute Lung Injury When Plateau Pressures Are Not High. Am J Resp Crit Care Med. 2005. Rubenfeld GD, Cooper C, Carter G, Thompson BT, Hudson LD. Barriers to providing lung protective ventilation to patients with acute lung injury. Crit Care Med. 2004. Chatburn RL, El-Khatib M, Mireles-Cabodevila E. A taxonomy for mechanical ventilation: 10 fundamental maxims. Respir Care. 2014 Nov;59(11):1747-63. doi: 10.4187/respcare.03057. Epub 2014 Aug 12. PMID: 25118309. Guo L, Wang W, Zhao N, Guo L, Chi C, Hou W, Wu A, Tong H, Wang Y, Wang C, Li E. Mechanical ventilation strategies for intensive care unit patients without acute lung injury or acute respiratory distress syndrome: a systematic review and network meta-analysis. Crit Care. 2016 Jul 22;20(1):226. doi: 10.1186/s13054-016-1396-0. PMID: 27448995; PMCID: PMC4957383. Rice TW, Wheeler AP, Bernard GR, Hayden DL, Schoenfeld DA, Ware LB, NIH NHLBI ARDS Network. Comparison of the Sp02/FI02 Ratio and the PaO 2/FI02 in Patients with Acute Lung Injury or ARDS. Chest. 2007. Zhang G, Burla MJ, Caesar BB, Falank CR, Kyros P, Zucco VC, Strumilowska A, Cullinane DC, Sheppard FR. Emergency Department SpO2/FiO2 Ratios Correlate with Mechanical Ventilation and Intensive Care Unit Requirements in COVID-19 Patients. West J Emerg Med. 2024 May;25(3):325-331. doi: 10.5811/westjem.17975. PMID: 38801037; PMCID: PMC11112664.   WANT TO WORK AT MAYO? EM Physicians: https://jobs.mayoclinic.org/emergencymedicine EM NP PAs: https://jobs.mayoclinic.org/em-nppa-jobs   Nursing/Techs/PAC: https://jobs.mayoclinic.org/Nursing-Emergency-Medicine EMTs/Paramedics: https://jobs.mayoclinic.org/ambulanceservice All groups above combined into one link: https://jobs.mayoclinic.org/EM-Jobs

Tech Path Podcast
Cathie Wood Major Repositions!

Tech Path Podcast

Play Episode Listen Later Jun 27, 2025 16:14


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!

The 10Min Trader con Marco Casario
L'EURO (Troppo) FORTE è una MINACCIA per l'Europa e l'Economia

The 10Min Trader con Marco Casario

Play Episode Listen Later Jun 9, 2025 12:58


Lo chiamano “l'uomo dei crolli” perché ha visto arrivare i disastri prima degli altri. Michael Burry, il leggendario investitore che ha previsto la crisi del 2008, oggi ha fatto una mossa che ha lasciato tutti senza fiato: ha venduto tutto. O quasi. Dal tech cinese ai titoli sanitari, ha svuotato il portafoglio e scommesso al ribasso con le sue famose opzioni put. Ma cosa ha visto stavolta? Un nuovo crollo all'orizzonte? O solo un'altra caccia al cadavere finanziario da cui estrarre valore? E soprattutto: cosa significa tutto questo per chi investe oggi? Dentro il 13F di Burry si nasconde molto più di un semplice elenco di titoli… e in questo video lo scopriamo insieme.

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

This week, Filip and Pedro break down the top Q1 buys and sells from the world's leading hedge funds, offering a detailed analysis of their top trades. From Buffett's bold investments to Burry's portfolio overhaul, this episode is packed with insights to help you understand the market's biggest players and how to apply these lessons to your own investments.www.wealthwithin.com.au

The 10Min Trader con Marco Casario
L'Uomo dei Crolli VENDE TUTTO: la RECESSIONE è Vicina?

The 10Min Trader con Marco Casario

Play Episode Listen Later Jun 5, 2025 9:36


Lo chiamano “l'uomo dei crolli” perché ha visto arrivare i disastri prima degli altri. Michael Burry, il leggendario investitore che ha previsto la crisi del 2008, oggi ha fatto una mossa che ha lasciato tutti senza fiato: ha venduto tutto. O quasi. Dal tech cinese ai titoli sanitari, ha svuotato il portafoglio e scommesso al ribasso con le sue famose opzioni put. Ma cosa ha visto stavolta? Un nuovo crollo all'orizzonte? O solo un'altra caccia al cadavere finanziario da cui estrarre valore? E soprattutto: cosa significa tutto questo per chi investe oggi? Dentro il 13F di Burry si nasconde molto più di un semplice elenco di titoli… e in questo video lo scopriamo insieme.

Upfront Investor Podcast: Weekly Australian Stock Market Update | Trading and Investing Education

This week, Filip and Pedro break down the top Q1 buys and sells from the world's leading hedge funds, offering a detailed analysis of their top trades. From Buffett's bold investments to Burry's portfolio overhaul, this episode is packed with insights to help you understand the market's biggest players and how to apply these lessons to your own investments.www.wealthwithin.com.au

Equity Mates Investing Podcast
Australia's best asset class, Michael Burry sells everything & buying property with mates

Equity Mates Investing Podcast

Play Episode Listen Later Jun 1, 2025 38:38


Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.That's not all we unpack in another big episode of Equity Mates:Over the past 20 years, has anything beaten Aussie property?Unhelpful Desk returns as we answer your questionsNvidia's latest earnings—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Sappenin’ Podcast with Sean Smith
EP. 338 - Dani Winter-Bates (Burry Tomorrow)

Sappenin’ Podcast with Sean Smith

Play Episode Listen Later May 15, 2025 76:46


Will You Haunt Me, With That Same Patience? Metelcore juggernaut, mental health worker and recently transformed gym beefcake, Dani Winter-Bates, is our guest on Episode 338 of Sappenin' Podcast! The Bury Tomorrow vocalist returns for his own solo takeover, to celebrate their new album, his promotion within the NHS and juggling the importance of life, for the last two decades. In this conversation, Dani reflects on the bands fresh sense of hype since changing line up, BT 2.0 mantras vs early fights, embarrassing MySpace selfies, touring strip bars, evolving as humans, meaningful lyric tactics, earning his scene status, obscure fan comments, well-being guidance, never taking time off, day-to-day tour mayhem, a new circus idea, ignoring frontman stereotypes and more! Turn it up and join Sean and Morgan to find out Sappenin' this week!Follow us on Social Media:Twitter: @sappeninpodInstagram: @sappeninpodSpecial thank you to our Sappenin' Podcast Patreons:Join the Sappenin' Podcast Community: Patreon.com/Sappenin.Kylie Wheeler, Janelle Caston, Paul Hirschfield, Tony Michael, Scarlet Charlton, Dilly Grimwood, Mitch Perry, Nathan Crawshaw, Molly Molloy, James Bowerbank, Amee Louise, Kat Bessant, Kieran Lewis, Alexandra Pemblington, Jonathan Gutierrez, Jenni Robinson, Stuart McNaught, Jenni Munster, Louis Cook, Carl Pendlebury, James Mcnaught, Martina McManus, Jason Heredia, John&Emma, Danny Eaton, RahRah James, Sian Foynes, Evan, Ollie Amesbury, Dan Peregreen, Emily Perry, Kalila Keane, Adam Parslow, Josh Crisp, Vicki Henshaw, Laura Russell, Fraser Cummings, Sophie Ansell, Kyle Smith, Connor Lewins, Billy Hunter, Harry Radford, George Evans, Em Evans Roberts, Thomas O'Neill, Sinead O'Halloran, Kael Braham, Jade Austin, Charlie Wood, Aurora Winchester, Jordan Harris, James Page, Georgie Hopkinson, Helen Anyetta, John Wilson, Lisa Sullivan, Ayla Emo, Kelly Young, Jennifer Dean, Tj Ambler-Shattock, Chaz Howkins, Michael Snowden, Justine Baddeley, David Winchurch, Jim Farrell, Scott Evans, Andrew Simpson, Shaun Croucher, Lewis Sluman, Ellie Gowers, Luke Wardle, Grazyna McGroarty, Nathan Matheson, Matt Roberts, Joshua Lewis, Erin Howard,, Chris Harris, Lucy Neill, Amy Thomas, Jessie Hellier, Stevie Burke, Robert Pike, Anthony Matthews, Samantha Neville, Sarah Maher, Owen Davies, Bethan Downing, Jessica Tiernan, Danielle Oldershaw, Samantha Bowen, Ruby Price, Jule Ferl, Alice Wood, Billy Parmiter, Emma Musgrave, Rhian Friggens, Hannah Kenyon, Patrick Floyd, Hayley Taylor, Loz Sanchez, Cerys Andrews, Dan Johnson, Eva B, Emma Barber, Helen Macbeth, Melissa Mercury, Joshua Ryan, Cate Stevenson, Emily Moorhouse, Jacob Turner, Madeleine Inez, Robert Byrne, Christopher Goldring, Chris Lincoln, Beth Gayler, Lesley Dargie-Walker, Sabina Grosch, Tom Hylands, Andrew Keech, Kerry Beckett, Leanne Gerrard, Ieuan Wheeler, Hannah Rachael, Gemma Graham, Andy Wastell, Jay Smith, Nuala Clark, Liam Connolly, Lavender Martin, Lloyd Pinder, Ghostly Grimoire, Amy Hogg.Diolch and Thank You x Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Women of Substance Music Podcast
#1698 Music By Crista Phoenix, Emily Myers, Alexa Kate, Kierra Noelle, AUBRIANA, Sarah Morgan, Esther Forseth, Aria Sai, Gina French, Once Great Estate, Raddish, Denise Dimin, Burry, Pony Talk, Elizabeth Bowersox

Women of Substance Music Podcast

Play Episode Listen Later Apr 25, 2025 59:05


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

Finect Talks
¿Cómo invertir en arte? ¿Es rentable? ️ Con Elisa Hernando (Arte Global)

Finect Talks

Play Episode Listen Later Feb 28, 2025 45:03


El arte ha sido históricamente una de las formas de inversión más exclusivas, pero cada vez más personas se preguntan si es una opción viable para diversificar su cartera. ¿Qué diferencia el mercado del arte de otros mercados financieros? ¿Y qué rentabilidad se puede esperar y qué riesgos tiene? ¿Y cómo se determina el valor de una obra? En este episodio de Finect Talks conversamos con Elisa Hernando, CEO de Arte Global, para entender cómo funciona este mercado y qué factores influyen en la apreciación de una obra. Enlaces sección “El corrillo”: ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ Las acciones europeas están superando las bajas expectativas https://www.finect.com/grupos/jpmorgan_asset_management/articulos/las-acciones-europeas-estan-superando-las-bajas-expectativas ➡️ Perspectivas para renta fija: Una economía a dos velocidades https://www.finect.com/grupos/fidelity_espana/articulos/perspectivas-para-renta-fija-una-economia-a-dos-velocidades ➡️ La incertidumbre de la política económica de Trump: ¿qué le espera a EE.UU. en 2025? https://www.finect.com/grupos/mapfre-am/articulos/la-incertidumbre-de-la-politica-economica-de-trump-que-le-espera-a-eeuu-en-2025 ➡️ Hacer frente a Trump 2.0 y DeepSeek con diversificación y convicciones https://www.finect.com/grupos/carmignac/articulos/hacer-frente-a-trump-20-y-deepseek-con-diversificacion-y-convicciones ➡️ ¿Lo volverá a hacer Burry? Ojo a las tecnológicas chinas https://www.finect.com/usuario/Kaloxa/articulos/lo-volvera-a-hacer-burry-ojo-a-las-tecnologicas-chinas-1 ➡️ ¿Ve Buffett una burbuja? Dispara su liquidez https://www.finect.com/usuario/Kaloxa/articulos/ve-buffett-una-burbuja-dispara-su-liquidez ➡️ 5 fondos de alto dividendo que ganan +9% en lo que va de 2025 https://www.finect.com/usuario/avillanuevae/articulos/5-fondos-de-alto-dividendo-que-ganan-9-en-lo-que-va-de-2025 *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*

Chit Chat Money
Michael Burry: The Ultimate Deep Value Investor

Chit Chat Money

Play Episode Listen Later Feb 12, 2025 69:44


On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss:(03:32) Michael Burry's Early Life and Career(07:25) Investment Strategy and Philosophy(13:26) Case Studies: Masaba Holdings(30:12) Case Studies: Industrious Pachoco(40:21) The Rise of Michael Burry(41:45) Understanding the Big Short Bet(45:29) Burry's Strategy and Risk Management(54:50) Investor Reactions and Burry's Communication(58:22) Burry's Performance and Market Comparison(01:01:55) Current Holdings and Investment Strategy(01:03:54) Key Takeaways from Michael Burry's Approach*****************************************************JOIN OUR FREE CHAT COMMUNITY:https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account atPublic.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See ourFee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. Seehttps://public.com/disclosures/bond-account to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan:⁠finchat.io/chitchat *********************************************************************Sign up for YellowBrick Investing to track the best investing pitches across the internet:joinyellowbrick.com/chitchat*********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Handelsblatt Today
Alles auf Absicherung: Wie Warren Buffett und Michael Burry ihre Aktien-Portfolios umbauen / Hörerfragen mit Ulf Sommer

Handelsblatt Today

Play Episode Listen Later Nov 15, 2024 34:45


Kaum neue Käufe und Cash in Rekordhöhe: Die beiden Star-Investoren Buffett und Burry sind bei ihren Depots gerade ungewöhnlich defensiv. Das hat Gründe.

Global Value
Michael Burry's Stock Portfolio Deep Dive in 2024

Global Value

Play Episode Listen Later Sep 25, 2024 14:16


Want to support Global Value? https://www.patreon.com/GlobalValue Michael Burry owns 11 stocks in his portfolio worth $64.67 million in 2024. In this video we're covering Burry's 11 biggest stocks starting with BioAtla (BCAB). Burry's other stocks include Olaplex Holdings (OLPX), American Coastal Insurance (ACIC), RealReal (REAL), Hudson Pacific Properties (HPP), JD.com (JD), Baidu (BIDU), Molina Healthcare (MOH), Shift4 Payments (FOUR), Alibaba (BABA), and British American Tobacco (BAT, BTI). Michael Burry is an investor who runs the hedge fund Scion Asset Management. He famously bet against the real estate market in 2008 documented in the movie "The Big Short", based on the best-selling book by Michael Lewis. Burry has $196,206,549 in assets under management and through his 13F and registrars filings we can see about one third of his portfolio. (Please note, this video is a re-edited version of a recent upload.) Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue #globalvalue #michaelburry #michaelburry2024 #stockportfolio #superinvestors #superinvestors2024

Global Value
Michael Burry's Stock Portfolio Deep Dive

Global Value

Play Episode Listen Later Sep 15, 2024 14:16


Want to support Global Value? https://www.patreon.com/GlobalValue Michael Burry owns 11 stocks in his portfolio. In this video, we perform a stock analysis deep dive on 11 companies that super investor, Michael Burry owns right now. Burry's stocks? BioAtla (BCAB), Olaplex Holdings (OLPX), American Coastal Insurance (ACIC), RealReal (REAL), Hudson Pacific Properties (HPP), JD.com (JD), Baidu (BIDU), Molina Healthcare (MOH), Shift4 Payments (FOUR), Alibaba (BABA), and British American Tobacco (BAT, BTI). Michael Burry is an investor who runs the hedge fund Scion Asset Management. He famously bet against the real estate market in 2008 documented in the movie "The Big Short", based on the best-selling book by Michael Lewis. Burry has $196,206,549 in assets under management and through his 13F and registrars filings we can see 58% of his portfolio. Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! - TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue - Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ - Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) - Discover investing resources by shopping at my Amazon storefront! Affiliate link - https://www.amazon.com/shop/globalvalue

Handelsblatt Today
Warren Buffett und Michael Burry bauen Depots komplett um / Kredite per Handynummer: Mobile Money in Afrika

Handelsblatt Today

Play Episode Listen Later Aug 15, 2024 34:07


Smartphone-Banking ist in Afrika weit verbreitet. Fintechs haben traditionelle Banken in vielen Bereichen überflüssig gemacht. Außerdem: Die Starinvestoren Buffett und Burry schichten um.

Becoming a Hiring Machine
120: Adapting to the New Rules of Cold Outreach in 2024 ft. Will Burry

Becoming a Hiring Machine

Play Episode Listen Later Aug 13, 2024 24:04


In this episode, Sam is joined by Will Burry, the CRO of VXT, a communications platform for recruiters. Together, they discuss the challenges recruiters face with cold calling — and how to improve your efforts.If you've felt like cold outreach (whether via email or call) seems to be getting harder, you wouldn't be wrong. Will dives into some of the reasons for this trend — and emphasizes the importance of personalization and relevance in outreach, the value of practice and review, the significance of accurate data, the need for discovery before pitching, and the importance of meeting clients where they are."Cold calling is still an effective strategy," Will says, "but it's a shifting landscape and everyone has to be ready to adapt."This is a continuation of our bizdev series throughout the month of August, in which we're diving into everything you need to know about business development for recruiters in 2024. Stay tuned for more on this topic throughout the month!Chapters:00:00 - Podcast intro02:10 - Understanding why cold calling is tough for recruiters04:49 - How to personalize cold outreach for better results10:03 - The power of practice: Perfecting your cold call pitch13:25 - How to ensure you're reaching the right candidates17:03 - The critical role of discovery before pitching19:29 - Tailoring your strategy to meet clients where they are22:06 - The power of experimentation24:38 - Bonus: Should recruiters use voicemail?26:04 - Podcast wrap-upExplore all our episodes and catch the full video experience at loxo.co/podcastBecoming a Hiring Machine is brought to you by Loxo. To discover more about us, just visit loxo.co

The JV Show Podcast
Burry The Sausage

The JV Show Podcast

Play Episode Listen Later Jul 29, 2024 66:49 Transcription Available


On today's 7-29-24  Monday show: We hare what they did over the weekend, Selena shares this new trend going around called ‘Burry the Sausage', people are now shedding in the morning for their new skin care routine, Justin Timberlake's lawyer is working hard to get him from the DWI charge, we play ‘What the Bleep', we talk Marvel with the new character Victor Von Doom, we talk all things Olympics and the opening ceremony, Olympic athletes are joining Only Fans, we share some PG&E hacks to save money, and so much more!  

Los Locos de Wall Street
EP. #20-2024 IDEAS para INVERTIR Edgar nos habla de dos smalls caps ¿buenas inversiones?

Los Locos de Wall Street

Play Episode Listen Later May 21, 2024 95:23


Edgar nos habla de dos small caps ¿Serán inversiones prometedoras? En este video, Edgar analiza los resultados de Okeanis y Future PLC, dos small caps y comparte su opinión sobre si representan una oportunidad de inversión. Antes hablamos de la actualidad de la semana: cómo están los mercados, qué pasa con GME, la cartera de Burry y novedades en MMPP y bitcoin. Y recuerda los CURSOS con MATRÍCULA ABIERTA: 4ª EDICIÓN del CURSO INVERTIR CON CABEZA Y GANAR A LARGO PLAZO Sienta las bases para INVERTIR con CONFIANZA con profesores como @juanrallo , Miguel Anxo Bastos y el equipo de TU DINERO NUNCA DUERME @TUDINERONUNCADUERME https://locosdewallstreet.com/producto/curso-invertir-con-cabeza-y-ganar-dinero-a-largo-plazo-4-edicion-2024/ 3ª EDICIÓN DEL CURSO DE INVERTIR EN MATERIAS PRIMAS Y ENERGÍA. Apúntate a PRECIO REDUCIDO. https://locosdewallstreet.com/producto/curso-de-inversion-en-materias-primas-y-energia-3-edicion-2024/ ¿Es el Oro es una buena alternativa para cualquier inversor?. WEBINAR GRATUITO ⏰ Jueves 23 de mayo a las 21:30 https://streamyard.com/watch/vh6C8YvXUrxx ️ ¿Estás suscrito a nuestra newsletter? No te pierdas la MEJOR INFORMACIÓN para invertir con seguridad ➡️ https://lwsfinancialresearch.substack.com/ ¿TE GUSTARÍA PERTENECER A NUESTRA COMUNIDAD GRATUITA? Discord: https://discord.gg/y6pVwHYFf9 Telegram: https://t.me/+Sbartxtu6rHwC9EJ ¿TE GUSTARÍA ESCUCHARNOS EN CUALQUIER LUGAR? Ivoox: https://www.ivoox.com/podcast-locos-wall-street_sq_f11368192_1.html Spotify: https://open.spotify.com/show/6kWkLnitQPqp5YfP5SE9p2?si=8637165e46d24f8e Apple Podcasts: https://podcasts.apple.com/podcast/id1587942949?ign-itscg=30200&ign-itsct=lt_p SÍGUENOS en: https://linktr.ee/locosdewallstreet (Todos nuestros enlaces en un solo sitio) ✅ Youtube ➡️https://www.youtube.com/c/LoslocosdeWallStreet?sub_confirmation=1 ✅ Discord ➡️ https://discord.gg/y6pVwHYFf9 ✅ WEB ➡️ https://locosdewallstreet.com ✅ Twitch ➡️ https://www.twitch.tv/locosdewallstreet ✅ Twitter ➡️ https://twitter.com/LocosWallStreet @LocosWallStreet ✅ Telegram ➡️ https://t.me/+Sbartxtu6rHwC9EJ ✅ Instagram ➡️ https://www.instagram.com/locosdewall... ✅ Linkedin ➡️ https://linkedin.com/company/82410497 ✅ Facebook ➡️ https://www.facebook.com/loslocosdewallstreet/ ✅ Tiktok ➡️ https://www.tiktok.com/@locoswallstreet ✅ Ivoox ➡️ https://www.ivoox.com/podcast-locos-wall-street_sq_f11368192_1.html ✅ Spotify ➡️ https://open.spotify.com/show/6kWkLnitQPqp5YfP5SE9p2?si=8637165e46d24f8e ✅ Apple Podcasts ➡️https://podcasts.apple.com/podcast/id1587942949?ign-itscg=30200&ign-itsct=lt_p FÓRMATE con LWS en: CURSO DE VALORACIÓN Y MODELIZACIÓN DE EMPRESAS ➡️ https://locosdewallstreet.com/producto/modelizacion-de-empresas/ CURSO DE ANÁLISIS DE ESTADOS FINANCIEROS ➡️ https://locosdewallstreet.com/producto/analisis-de-estados-financieros/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") ⛏️CURSO DE INVERSIÓN EN MATERIAS PRIMAS Y ENERGÍA ➡️ https://locosdewallstreet.com/producto/inversion-en-materias-primas/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") CURSO DE INVERTIR CON OPCIONES FINANCIERAS ➡️ https://locosdewallstreet.com/producto/opciones-financieras/ ("Actualmente en lista de espera para iniciar una nueva edición. APÚNTATE a la lista de espera. PLAZAS LIMITADAS") Locos de Wall Street. Locos por la EDUCACIÓN FINANCIERA #SmallCaps, #Inversiones, #MercadoBursátil, #EdgarAnaliza, #OportunidadesDeInversión, #FinanzasPersonales, #CrecimientoFinanciero, #BolsaDeValores, #InversionesInteligentes, #EstrategiaDeInversión

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Gucci & größter Fehler von Bernard Arnault” - Buffett kauft zu & E-Auto-Wette Infineon

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later May 17, 2024 13:28


Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen.  Siemens wächst schwach, Walmart wächst stark. Buffett kauft Versicherung, Burry kauft China-Aktien. Außerdem boomt Canada Goose. E-Autos sind grad das Gegenteil von KI: Kein Hype-Thema. Infineon (WKN: 623100) ist deshalb das Gegenteil von anderen Chip-Aktien: Kein Highflyer. Aber: Turnaround. Gucci geht's 2024 schlecht. Gucci ging's auch 1994 schlecht. Bernard Arnault hat damals den größten Fehler seiner Karriere gemacht. Was bedeutet das für Kering (WKN: 851223)? Diesen Podcast vom 17.05.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The Highest Point Podcast
Kendrick Lamar diss reaction, did he BURRY Drake or FLOP!? Euphoria rap beef

The Highest Point Podcast

Play Episode Listen Later May 2, 2024 16:46


Kendrick Lamar diss reaction, did he BURRY Drake or FLOP!? Euphoria rap beefAvailable on all podcast streaming services:https://thehighestpointpodcast.buzzsprout.com/Instagram:  https://www.instagram.com/thehighestpointpodcastSupport the show: https://www.cash.app/$highestpointenthttps://www.paypal.com/paypalme/highestpointpodcast#drake #kendricklamar #thehighestpointpodcastSupport the Show.

Country Focus
Preventing Extinction and Woolly Socks

Country Focus

Play Episode Listen Later Apr 21, 2024 26:53


River Restoration - why the Church in Wales is involving itself in tackling the crisis facing Wales' rivers and waterwaysTo celebrate World Curlew Day (21st April) we meet a visual artist in Montgomeryshire who compares the plight of the Curlew to that of the now extinct Great Auk and fears for the eventual extinction of both the curlew and the village hall! Birds of Conservation Concern in Wales - the Curlew is on the Red List of Species as is our bird of the month this April - the Bittern. We hear how the reed beds at Newport Wetlands are contributing to something of a success story as their fortunes are slowly, but surely, being turned around.Cockles - how two boys are getting out in nature and keeping the tradition of cockle picking alive on the Burry inletand the Great Glamorgan Sock Project showcasing the different sheep breeds with woolly socks!

Midwest Midcard
Did Cody Rhodes burry The Rock? | Episode 58

Midwest Midcard

Play Episode Listen Later Mar 21, 2024 59:45


Cody Rhodes had some words for The Rock after his concert on Smackdown. Jey and Jimmy Uso will be the next great sibling match. Sami Zayn says he WILL beat Gunther. We also talk Seth Rollins, Drew McIntyre and their very cold feud. This episode is also available on Spotify, Apple Podcast and Amazon Music, follow the link below to listen on your favorite platform https://linktr.ee/midwestmidcard Twitter https://twitter.com/midwestmidcard TikTok https://www.tiktok.com/@midwestmidcard Instagram https://www.instagram.com/midwestmidcard/ YouTube https://www.youtube.com/@midwestmidcard

Flixwatcher: A Netflix Film Review Podcast
Episode # 338 The Big Short with Alice Oliver and Josh Hallam from Just Films & That podcast

Flixwatcher: A Netflix Film Review Podcast

Play Episode Listen Later Mar 20, 2024 42:09


Alice Oliver and Josh Hallam (Just Films & That podcast) join Flixwatcher to review Alice's choice The Big Short. The Big Short (2015) is based on the true story of the 2007-2008 financial crash. Based on the book The Big Short: Inside the Doomsday Machine by Michael Lewis and directed by Adam (Step Brothers) McKay. The Big Short tells the story of the financial crash from three separate experiences. Michael (Christian Bale) Burry, a hedge fund manager with a love of drumming and Metallica, discovers that the housing market is extremely unstable and he makes a bet against the market. Jared (Ryan Gosling) Vennett, a Deutsche Bank salesman, finds out about Burry's analysis and uses this information to profit off the crash. An accidental phone call brings in Mark (Steve Carell) Baum and his team who expose that mortgage brokers are selling bad mortgages and use this to their advantage and profit as well. Watching The Big Short may leave you with more questions that answers, like why do they all have bad wigs, why is Margot Robbie in a bath and what exactly is a short? Recommendation scores for The Big Short were very high, due to its dense subject matter and runtime it received lower repeat viewing scores to give an overall rating of 4.51. [supsystic-tables id=352]     Episode #338 Crew Links Thanks to the Episode #338 Crew of Alice Oliver and Josh Hallam   Please make sure you give them some love   More about The Big Short For more info on The Big Short can visitThe Big Short IMDB page here or The Big Short Rotten Tomatoes page here. Final Plug! Subscribe, Share and Review us on iTunes If you enjoyed this episode of Flixwatcher Podcast you probably know other people who will like it too! Please share it with your friends and family, review us, and join us across ALL of the Social Media links below. Learn more about your ad choices. Visit megaphone.fm/adchoices

Force Toast: A Star Wars Happy Hour
Ep 112: Star-Crossed Buddies

Force Toast: A Star Wars Happy Hour

Play Episode Listen Later Mar 5, 2024 77:48


In Episode 112, hosts Alyce and Laura contemplate* the art of pointillism and the lifespan of gingerbread… and of course, Star Wars stuff!Anyone besides Laura feel like Drive-Away Dolls was marketed as… not what it is?The Great Debate on the not-even-real title (it's a WORKING title) of the Rey movie The Star Wars video game that no longer IS, it WAS (via IGN)If you know any animators looking for a job, Lucasfilm is hiring (via SWNN) Do we really think The Acolyte has a confirmed release date, or was The Acolyte release date just the friends we made along the way? Alyce remains convinced that Burry is in The AcolyteAngela Bassett, please be our Star Wars QueenYoung Jedi Adventures isn't for us, but seeing Bell, Loden and EMBER in animated form is actually kind of awesome Laura's brain exploded when the Temptation of the Force cover was revealed but Alyce just wants to know if we'll get GungansYou can go bid on Anthony Daniels' hoard of Star Wars stuff but keep your paws off the 5-year-old cookie, THAT'S FOR USIn Recap on Tap, we discuss the first 4 episodes of The Bad Batch season 3A lovely listener message from Zean!Other helpful links referenced in this episode:Join Laura, Rocha and Smets for a discussion on the 3-episode premiere of The Bad Batch on The Jedi Way!Twitter: @forcetoastpod | @sLeiaAllDay | @ShutUp_LauraInstagram: @forcetoastpodEmail: forcetoastpod@gmail.comWebsite: forcetoastpod.com*This podcast contains a sh!t ton of profanity and boozin. You can find a bleeped version of this podcast absolutely nowhere. Cheers!

Global Value
A Deep Look Into Michael Burry's Portfolio

Global Value

Play Episode Listen Later Feb 14, 2024 14:44


In this video we take a deep dive into Michael Burry's stock portfolio. What are the 11 key stocks owned by Michael Burry's to grow his net worth in the upcoming years? Timestamps: 00:00 Why Study Michael Burry's Portfolio? 01:43 Burry's New Shorts 02:38 Michael Burry's Stock Returns 03:09 Michael Burry's Top Stocks 03:45 #1 Nextstar Media 04:41 #2 Stellantis 05:36 #3 Star Bulk Carriers 06:20 #4 Booking Holdings 07:16 #5 EuroNav 07:48 #6 Alibaba 08:50 #7 Hudson Pacific Properties 09:38 #8 JD 10:30 #9 Crescent Energy 11:00 #10 The REALREAL 11:48 #11 Safe Bulkers 12:36 Dividends 12:53 Industries Michael Burry is Avoiding? 13:14 Michael Burry's Investment Strategy & Philosophy Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos! -

Jono & Ben - The Podcast
Show Highlights: Do you have a "Burry a body" friend?

Jono & Ben - The Podcast

Play Episode Listen Later Feb 13, 2024 42:59


Is this relationship gap too big? A secret recording of one of our partners...  Can Megan Guess her husband's voice? See omnystudio.com/listener for privacy information.

Cantina Cast
536 - The Eye of Darkness, Part 2: Bell, Burry, and Elzar!

Cantina Cast

Play Episode Listen Later Jan 29, 2024 133:53


Albert & Lauren continue their breakdown of George Mann's The Eye of Darkness and dive into the conflict-laden Bell Zettifar, Burryaga, and Elzar Mann! Feedback and Promotion Subscribe on YouTube: Cantina Cast Send feedback and comments to hellothere@cantinacast.com Follow us on Twitter @TheCantinaCast Like us on Facebook: The Cantina Cast Follow us on Instagram: The Cantina Cast Follow us on Tumblr: Cantina Cast Discord: Cantina Cast Channel Cantina Cast: Web Site Pandora Link: Pandora Support the Cantina Cast Cantina Cast Patreon page TeePublic Store

Q Review LGBTQ Music Podcast
S4/E100 - Anniversary Episode

Q Review LGBTQ Music Podcast

Play Episode Listen Later Dec 26, 2023 120:23


A special extra long episode celebrating our Big 100! We have the exciting return of Lola on deck to help out as we look back on the past 99 episodes, some of our favorite artist guests, some of our favorite music, who we met, how we moved, and a look ahead to what comes next. Featuring Billy Mick, Brooklyn Doran, Burry, Butterfly Feels and Nor Kin4Life, Caveboy, Cory Stewart, Gia Woods, Gregory Dillon, Hectic, HERDD, Jordy, Kele Fleming, Kisos, Michael Medrano, Slow Dance, SXMSON, Zach Benson, and much, much more! ⚡️CONNECT WITH THE Q⚡️ Website: ⁠⁠⁠⁠https://www.curatedbyq.com⁠⁠⁠⁠ ⚡️FB/Instagram/Twitter @theqreviews ⚡️YouTube.com/@QCreativeNetwork⚡️Apparel Shop https://qreview.threadless.com ⚡️Theme Music provided and performed by UK DJ and producer Hectic @hectictracks on Instagram⚡️

Movie Mavens
Episode 119 Burry My Heart at the Flower Moon

Movie Mavens

Play Episode Listen Later Nov 12, 2023 73:44


This episode on the podcast the Movie Mavens watched Killers of the Flower Moon and Burry My Heart at Wounded Knee. They also catch up on what they've been watching like Reptile on Netflix, Anatomy of a Fall, and Practical Magic. 

Quoth the Raven
Quoth the Raven #317 - Debt Downgrade, Burry's Bet Against Markets & Ivermectin (QTR & Palisades Gold Radio)

Quoth the Raven

Play Episode Listen Later Aug 26, 2023 65:23


On this syndicated version of QTR and Palisades Gold Radio, I have an hour long discussion with host Tom Bodrovics, where we cover tons of topics including: Fitch's downgrade of U.S. debt, and how pathetic it is that nobody in the industry is paying attention to it The reasons for the downgrade: that both monetary and fiscal policy in the U.S. are spinning out of control How the American public was lied to about ivermectin, among other things Covid-related The role of the mainstream media in perpetuating false narratives China, IP theft and a potential invasion of Taiwan Michael Burry's recent purchase of put options on the market Why the game theory of market psychology won't matter when the fundamentals eventually take hold, which shouldn't be long Why we can't believe everything we are told by media and must think for ourselves The coming demise of the U.S. dollar empire Subscribe to my Substack, Fringe Finance, here: http://quoththeraven.substack.com Podcast listeners can take 50% off a Substack annual subscription for life by using this link: https://quoththeraven.substack.com/subscribe?coupon=92245385 Contribute a paltry recurring donation via Patreon: https://www.patreon.com/QTRResearch One time donations can also be sent via PayPal: https://www.paypal.me/qtrresearch QTR merch is available here. You can also follow me on YouTube, and Twitter.   Please show love to those who support the QTR Podcast:  Masterworks - use code QTR at Masterworks.com to skip the waiting list JM Bullion - where QTR buys gold & silver - Twitter: @JMBullion George Gammon - Rebel Capitalist Pro - Twitter: @GeorgeGammon Sang Lucci & Wall St. Jesus — The Steamroom — Twitter: @wallstjesus and @sanglucci Longest Running Patrons: Max Mulvihill - Since 2/2018  Mark Heywood - Since 3/2018 Kyle Thomas - Since 4/2018  Chris Bede - Since 5/2018  Dariusz Kordonski - Since 5/2018  Chris Gerrard - Since 5/2018 Shear Luck - Since 5/2018   Founding Members Of My "FRINGE FINANCE" Column Kashumba - Since 8/2021 Randy Carder - Since 8/2021 T Gaggiotti - Since 8/2021 Jamie - Since 8/2021 A Farmer - Since 9/2021 Harvest Moon Research - Since 9/2021 John H. H. - Since 11/2021 Mark Hutchinson - Since 11/2021 Joseph K. H. - Since 10/2021 A Farmer - Since 9/2021 Tsniezyk - Since 9/2021 Chris - Since 12/2021 All podcast content is subject to this disclaimer.    Chris is not an investment adviser. Listeners should always speak to their personal financial advisers. Please leave me alone. Masterworks Disclaimer: This is not an offer of a security or investment advice. See important disclosures at masterworks.com/cd View all past offerings here When Masterworks presents the net return of an investment in a sold artwork, “net return” or “IRR” refers to the annualized internal rate of return net of all fees and expenses, calculated from the offering closing date to the date the sale is consummated. IRR is not indicative of Masterworks paintings not yet sold and past performance is not indicative of future results. For additional information regarding the calculation of IRR for a particular investment in an artwork that has been sold, a reconciliation will be filed as an exhibit to Form 1-U and will be available on the SEC's website at www.sec.gov.  

The Higher Standard
Consumer Debt Hits New High, Burry Believes in Bank and JP Got Bars

The Higher Standard

Play Episode Listen Later May 19, 2023 76:10


Total consumer debt hit a fresh new high in the first quarter of 2023, pushing past $17 trillion even amid a sharp pullback in home borrowing. According to a report from the New York Federal Reserve, the total for borrowing across all categories hit $17.05 trillion, an increase of nearly $150 billion, or 0.9% during the January-to-March period. That took total indebtedness up about $2.9 trillion from the pre-Covid period ending in 2019.In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss news that famed short-seller Michael Burry and his hedge fund, Scion Asset Management, snapped up 150,000 shares of First Republic prior to its purchase by JP Morgan, worth about $2 million at the end of the first quarter.Chris and Saied look at A Gallup poll indicating that 36% of US adults say they have a “great deal” or a “fair amount” of confidence that the Federal Reserve chairman would do or recommend the right thing for the economy, a precipitous drop which is now at or below his predecessors' as the central bank wages its war against inflation.⁣They also offer some thoughts on recently-released Federal Reserve data, showing that deposits at U.S. banks climbed to $17.16 trillion in the week ended May 3, up about $67 billion, ticking up from the lowest level in nearly two years while bank lending was little changed at a record level.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:Why inflaton in Argentina has sped up to 109% as currency weakens before the election.The three steps to a Federal Reserve pivot.Why Warren Buffett and Michael Burry are doubling down in the banking sector.Why the FOMC needs to see inflation going down on a fast enough trend.And so much more...Resources:"With $1B in back rent due, LA landlords struggle to survive" (The RealDeal via Instagram)"Consumer debt passes $17 trillion for the first time" (CNBC via Instagram)"Michael Burry loaded up on bank stocks during the banking crisis" (Bloomberg Business via Instagram)"Paul Tudor Jones says the Fed is done raising rates, stocks to finish the year higher" (CNBC via Instagram)"Confidence in Jerome Powell has plunged to a record low" (Bloomberg Business via Instagram)"What happens when the prophecy of the blockchain fails?" (Bloomberg Business via Instagram)"U.S. bank deposits rise in early May, lending little changed at record high" (Reuters)"US real estate investors are losing money on roughly 1 in 7 homes they sell — among the worst since 2016. And they're most likely to take a hit...