Podcast appearances and mentions of Michael Burry

Is AI creating an audit boom—or hiding the next Enron-style risk? Blake and David unpack NVIDIA's $500 billion data-center financing plan, why Michael Burry sees warning signs, and how AI is speeding up audits while challenging existing standards. They also cover improved PCAOB inspection results, the end of BOI reporting, Tether's long-awaited audit, QuickBooks Live's overhaul, and practical AI workflows small firms can use today.SponsorsDigits - http://accountingpodcast.promo/digitsOnPay - http://accountingpodcast.promo/onpayThomson Reuters - http://accountingpodcast.promo/taxautomationCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - AI Biggest Audit Shift (01:35) - Headlines And Sponsors (02:20) - Digits AI Ledger (04:02) - Nvidia Deal Explained (06:31) - Enron Echoes And SPVs (09:46) - Bubble Risks And GAAP (12:31) - EY Audit Efficiency Claims (15:25) - PCAOB Reports Debate (17:40) - OnPay Payroll Sponsor (18:53) - FinCEN Ends BOI (19:52) - Audit AI Adoption Stats (21:08) - PCAOB Must Set AI Rules (25:52) - Quarterly Reporting Comments (29:17) - Tether Finally Audited (33:17) - Thomson Reuters Tax Automation (35:07) - Ancient Rome Tax Scam (38:45) - Why Tax Fraud Meant Death (39:18) - Clients Want AI Dashboards (39:45) - Small Firm AI Workflows (44:35) - Sponsor Cloud Staffing (45:49) - AI Raises Client Demands (46:27) - Audit Disruption Debate (48:35) - QuickBooks Live Rebrand (51:10) - Taiwan Receipt Lottery (54:40) - OnPay Benefits Upgrade (01:05:17) - Switch Payroll Midyear (01:09:19) - Wrap Up And CPE  Show Notes'Shades of Enron': Michael Burry shorts Nvidia as its $500 billion chip-financing deal fuels a bubblehttps://sg.finance.yahoo.com/news/nvidia-ai-push-echoes-enron-123355872.htmlEY leverages AI for audithttps://www.accountingtoday.com/news/ey-leverages-ai-for-auditIn ancient Rome, tax fraud was punishable by deathhttps://www.popsci.com/science/tax-fraud-death-penalty-ancient-rome/PCAOB inspection reports of largest audit firms show improvementshttps://www.accountingtoday.com/news/pcaob-inspection-reports-of-largest-audit-firms-show-improvementsFinCEN ends beneficial ownership reportinghttps://www.accountingtoday.com/news/fincen-ends-beneficial-ownership-reportingGartner Survey Finds Audit Teams' AI Use is Common, But Most Teams are Lacking Strategic Adoption and Applicationhttps://www.gartner.com/en/newsroom/press-releases/2026-08-10-gartner-survey-finds-audit-teams-ai-use-is-common-but-mostIt's Time for the US Audit Board to Set Corporate AI Standardshttps://news.bloombergtax.com/tax-insights-and-commentary/its-time-for-the-us-audit-board-to-set-corporate-ai-standardsSEC quarterly earnings proposal draws flood of public complaintshttps://finance.yahoo.com/markets/stocks/articles/sec-quarterly-earnings-proposal-draws-112015106.htmlFirms (and Some Guy Obsessed With China) Have Weighed in on the PCAOB Turning an Eye to AIhttps://www.goingconcern.com/firms-and-some-guy-obsessed-with-china-have-weighed-in-on-the-pcaob-turning-an-eye-to-ai/Tether says KPMG issued 'clean' opinion in first full audit of USDT issuer's financialshttps://www.coindesk.com/business/2026/08/13/tether-says-it-completed-long-promised-big-four-audit-of-finances-behind-usd180-billion-usdt-stablecoinReal-life ways small firms use AIhttps://www.journalofaccountancy.com/issues/2026/aug/real-life-ways-small-firms-use-ai/QuickBooks Live is Dead, Long Live Intuit Expertshttps://uqb.show/154Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast:

“Anthropic will be a $3 trillion company, SpaceX $2 trillion, and OpenAI $1 to $1.5 trillion by Q2 of next year.” — Dave McClure Yesterday, Keith Teare and I debated the circularity of the AI economy. Today, two of Silicon Valley's most experienced investors, Dave McClure and Aman Verjee, not only straighten out this supposed “circularity” but also burst the pessimism bubble that envelops so many conversations about AI. Verjee is not only McClure's partner at Practical Venture Capital, but also the author of the newly published A Brief History of Financial Bubbles. According to him, today's AI-stoked economy is not an unusually large bubble. It may not even be a bubble, given that AI revenue — from Anthropic's $70 billion to OpenAI's $50 billion — is real. The irrational exuberance lives elsewhere — in companies “draping themselves in AI magic sauce” and in the “SaaSpocalypse” that is decimating software-as-a-service companies. They are both bullish about our AI future. McClure predicts that by the first half of next year, Anthropic and OpenAI will have joined SpaceX as public companies. Together, these three AI darlings will be worth $7 trillion. That's seven thousand billion reasons to be optimistic about 2027. Five Takeaways •       Not a Bubble — a Repricing. Both partners reject the bubble call, on the numbers: Anthropic at roughly $70 billion in revenue on under two gigawatts of compute, OpenAI at $40–50 billion, SpaceX guiding to $100 billion with more than half from AI — real revenue, increasingly real profits. The froth is specific: companies “draping themselves in AI magic sauce” without the substance, and the SaaSpocalypse — cloud-software companies whose cash flows are suddenly perceived as far less durable as AI encroaches on design, legal, and medical verticals. Michael Burry's warning gets Aman's definitive treatment (“he's called nine of the last two bubbles”), and the Aschenbrenner blowup was leverage — running four-x in volatile chip stocks — not AI: he kept his Anthropic position, is married to Dario's chief of staff, and “will be just fine.”•       The $2 Trillion Filing. The week's news, baked into the episode: Anthropic has filed to go public, with a very intentionally leaked $2 trillion valuation hinging on a $190–200 billion 2028 revenue forecast — which Dave suspects is conservative. Eight months ago, when these two last visited, the show was about Elon and Sam and Dario was the bit player; then came the weeks when decades happen: Anthropic's bet on coding agents — reportedly inspired by watching Cursor — captured the revenue engine of the entire application layer. Aman's sequencing: SpaceX is absorbing $75–85 billion of IPO capital, Anthropic goes next, and if both trade well, 2026 breaks every record for money raised — leaving 2027 for OpenAI at a $100 billion revenue guide. Google, he reminds us, went fourth after Yahoo, Lycos, and Excite: better to do it right than to do it first.•       The Fastest Pivot in Corporate History. Dave's account of SpaceX's transformation: the $250 billion xAI merger (a largely private transaction Elon approved with himself), the acquisition of Cursor that closed Friday, Colossus data centers scaling from two gigawatts toward ten, and compute deals renting capacity to Anthropic and Google — former competitors — all executed in roughly six months. The S-1, with unprecedented forward projections of $300 billion in annual revenue, mentions artificial intelligence over 1,100 times (“I used AI to count it,” Aman admits). The result is an economy Andrew calls incestuous: SpaceX's valuation now rests on Anthropic's progress. On Elon himself, Dave separates the art from the artist — terrific products, dubious politics — and on OpenAI: more board changes than Spinal Tap had drummers, a team still storming and norming, but Sam is savvy and the IPO lands by Q2 next year at $1–1.5 trillion.•       Circularity as Asset Class. The New York Times sees a vulnerability in tech giants funding their own customers; Aman, a former CFO at eBay and Sonos, sees asset-backed finance. His analogy: buying a Corvette with GMAC financing isn't a conspiracy as long as the terms are commercially reasonable — and NVIDIA's $500 billion backstop, syndicated with Goldman Sachs, Apollo, Brookfield, and KKR, brings third-party money that validates the asset. GPUs, he argues, are cars rather than smartphones: financeable over eight to ten years, not obsolete in three. The red flags to watch are rebates and self-dealing on non-commercial terms; the current evidence looks more like aircraft leasing than Enron. Dave's deeper worry isn't the AI economy at all — it's the national deficit, whose interest payments are now the largest single line item in the federal budget.•       The Luddite Summer Meets the Long Boom. Aman's sharpest historical observation: this may be the first technological revolution whose leaders are the doomers — Sam prophesying idleness, Dario predicting half of entry-level white-collar jobs destroyed within five years (already wrong at eighteen months, with no 10–20 percent unemployment in sight). Against the WSJ's jobless-boom and nation-of-Luddites anxieties, the book offers the long view: of ten historical bubbles, the two positive ones — Britain's 1845 railway mania and America's 1997–2000 internet boom — overbuilt, crashed, and left the world a valuable technology. Buy every stock founded in the boom and hold, and you'd have owned NVIDIA, Amazon, Google, and PayPal. The 1970s wiped out four to six million secretarial jobs in a decade; women's participation rose from 52 to 77 percent. And on China, the free-trader's answer: partners in progress — there's more to gain than lose if we do this right. About the Guests Dave McClure and Aman Verjee are the co-founders and managing partners of Practical Venture Capital, a Silicon Valley firm specializing in venture secondaries. Dave founded 500 Startups, invested at Founders Fund, and ran marketing at PayPal; Aman was COO of 500 Startups, led strategy at PayPal and eBay, served as CFO of Sonos and of eBay's North American marketplace — and wrote the first draft of PayPal's S-1. Aman's new book, A Brief History of Financial Bubbles (out this week), is available at bigbubbletrouble.com. References: •       A Brief History of Financial Bubbles by Aman Verjee — ten manias from the tulips to the subprime crash, out this week at bigbubbletrouble.com.•       Reuters on Anthropic's IPO filing — the $2 trillion valuation and the $190–200 billion 2028 revenue forecast it hinges on.•       “The Summer That America Became a Nation of Luddites” and the “jobless boom” — the Wall Street Journal pieces threading this week's episodes.•       The New York Times on tech giants' circular AI economy — the piece that framed yesterday's TWTW debate and today's rebuttal.•       The SpaceX S-1 — forward projections of $300 billion in ann...

Today, a brief wrap of yesterday's equity market session in the US, which repeated some of the recent AI hardware vs. SaaS performance divergences. A couple of key AI-chip and hardware names reported with results that didn't satisfy the market. We also look at the US CPI release and the reaction across macro, noting a key US treasury auction up later today. Also, we read aloud a great email sent to us by a long-time SMC listener on the chaos that AI LLMs have unleashed on IT operations for companies and the internet. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Cory Doctorow again on AI model collapse, with a particularly interesting link to a Lauren's data Substack post wonderfully titled "Temperature Zero for Culture: Why Everything Is Starting to Look the Same." Which makes us proud to produce a very non-AI generated podcast every day that doesn't try to be like anyone else. There has been a lot of overage of Bill Ackman's latest position changes from his Pershing Square 13F filing. Here's a useful X post that usefully pastes in the coverage from his letter to shareholders. The link from the email read on today's pod on the Hugging Face hack incident: the YouTube video link works, while the summary link Mr. O sent me did not contain the summary. Michael Burry on Palantir being worth less than a dollar/share. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Markets around the world are hitting record highs and reporting season is delivering plenty for investors to unpack. Bryce & Ren break down results from some unassuming Aussie companies, ask whether the day or frequency of your dollar cost averaging actually matters, and explain how proposed capital gains tax changes could make record-keeping more complicated. Plus, Michael Burry is betting against the AI trade again. Should investors listen to the man who famously called the GFC?00:00 Markets are hitting record highs03:58 Australian reporting season: numbers that caught our eye05:30 Nick Scali, ResMed and REA Group14:04 Does the day you dollar cost average actually matter?18:16 How often should you dollar cost average?22:21 How will the CGT changes affect investors?28:44 Michael Burry's latest bets against AI31:18 Why calling crashes is easier than making moneyStocks & ETFs Mentioned: Pinnacle Investment Management Group (ASX: PNI), CAR Group (ASX: CAR), Light & Wonder (ASX: LNW), James Hardie Industries (ASX: JHX), Rio Tinto (ASX: RIO), BHP Group (ASX: BHP), Charter Hall Retail REIT (ASX: CQR), Nick Scali (ASX: NCK), ResMed (ASX: RMD), REA Group (ASX: REA), CSL (ASX: CSL), Walmart (NASDAQ: WMT), PepsiCo (NASDAQ: PEP), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), iShares Semiconductor ETF (NASDAQ: SOXX), Palantir Technologies (NASDAQ: PLTR), Tesla (NASDAQ: TSLA), Oracle (NYSE: ORCL), Nebius Group (NASDAQ: NBIS), Caterpillar (NYSE: CAT), Lululemon Athletica (NASDAQ: LULU), MercadoLibre (NASDAQ: MELI), Zoetis (NYSE: ZTS), Fiserv (NYSE: FI), Freddie Mac (OTC: FMCC)Grab your FinFest tickets today: https://www.finfest.live/———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———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)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Send us Fan MailWhat is really inside Michael Burry's 2026 recession portfolio?Nothing you can see. Burry deregistered Scion in November 2025, so his book is now invisible.In this episode of Making Billions, I explain why the portfolio every video claims to reveal probably does not exist, and show you Burry's actual method instead and how to run it in private markets where you operate.This episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comInstead of copying a portfolio you cannot see, I show you how to steal the method. Burry did not forecast a recession in the big short. He read the loan documents, found the exact reset date millions of borrowers could not survive, then bought a defined downside instrument with asymmetric upside. Read the contract, find the date, buy the asymmetry, define the downside. That is the whole edge, and he ran the same playbook again in 2025.The translation for private markets: you cannot short a buyout fund, but distress shows up as a date on which someone is contractually forced to transact. For fund managers, allocators, family offices, and institutional investors, this is the framework for reading the calendar instead of the news and making sure you are still solvent when your date arrives.Watch to learn why being right does not pay, but being right and solvent does.DOWNLOAD The Hidden Investing Framework Michael Burry Actually Used (That Almost Nobody Understands): https://fundraisecapital.slack.com/archives/D09PDJ5MTFV/p1786324300534479LEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/apply[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Stáhněte si zdarma online knihu "Příručka akciového investora" ⁠⁠zde>>⁠Americká ekonomika v červenci ztratila 23 000 pracovních míst.Předchozí dva měsíce byly navíc revidované o dalších 103 000 míst dolů.A S&P 500?V pátek zavřel na novém historickém maximu.V dnešní Tržní neděli rozebereme:Michael Burry varuje před krachem akcií podobnému v roce 1987,proč mohou být špatná ekonomická data dobrou zprávou pro akcie,co se skutečně děje na americkém trhu práce,proč Nasdaq za týden přidal přes 5 %,co jobs report změnil na očekáváních Fedu,proč je středeční CPI tak důležité,co ukázaly výsledky firem,proč Berkshire po 14 kvartálech začala znovu čistě nakupovat akcie,co sledovat příští týden na trzích,a hlavně kdy přestane platit „bad news = good news“.⚠️ PŘEKLOPTE TEORII V REÁLNÉ VÝNOSY ⚠️ ► Vstupte do DK Investičního Klubu a přidejte se k více jak 1400+ investorům zde

What's Michael Burry buying? Find out on this week's PlayingFTSE Show!It's a close-run thing in the stock market this week. At least, it is between Steve and Steve – the FTSE 100 and the S&P 500 are nowhere to be seen really…MercadoLibre shares fell after strong revenue growth – and lower profits. The company is investing to strengthen its position, but is this a good thing?Amazon, Shoppee, and Temu are all coming for the Brazilian e-commerce market. Steve D, however, isn't really worried…It's been quite the year for SAAS stocks and Steve D has the good, the bad, and the ugly. The difference between them is quite striking.We've had the right framework for thinking about these on the show – so far. But which name has been the runaway winner in Steve's portfolio?Uber shares went down – and then back up again – after earnings this week. The issue is a familiar one in the form of heavy spending and uncertain returns. It's not the only company looking to maintain its competitive position in a changing world. But is it going to turn out more like Rightmove, or Microsoft?Progyny losing Amazon as a customer should have been a huge blow. But while it hasn't been a good thing, the company has continued moving forward. That's hugely impressive. So why did the stock fall after this week's earnings report?Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Stocks are heading for Crash of '87 repeat? Michael Burry thinks that could be the case as the Big Short investor sees a number of parallels. One that most people wouldn't necessarily think of just reared its ugly head again. The cockroaches are back. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.cnbc.com/2026/08/04/michael-burry-bets-against-rally-we-are-near-a-major-top.htmlhttps://www.bloomberg.com/news/articles/2026-08-02/jefferies-faces-fresh-trouble-at-fund-it-was-already-shutteringhttps://www.bloomberg.com/news/articles/2026-08-04/credit-braces-for-fallen-angels-as-100-billion-trades-like-junkhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Trump lijkt er alles aan te doen om de rente omlaag te praten, maar tegelijkertijd zorgt vrijwel alles wat hij doet of zegt juist voor een hogere rente. Zo is daar de geldverslindende oorlog met Iran. Volgens de Minister van Oorlog Pete Hegseth liggen de kosten tot op heden op U$ 37 miljard. Marktschattingen liggen boven de U$ 100 miljard. Bovendien zorgt de oorlog voor een hoge benzineprijs en dus een hogere inflatie, waardoor de Fed de rente wel moet verhogen. De markt prijst inmiddels minimaal één renteverhoging in. Voor de oorlog ging men nog uit van drie renteverlagingen. Daarboven op komen Trump’s belasting verlagingen. De One Big Beautful Bill kost een bescheiden U$ 4000 miljard in de komende 10 jaar. Dat komt allemaal bij het begrotingstekort. Kredietbureau Fitch denkt dat het financieringstekort dit jaar op maar liefst 7,9% uitkomt. Kortom de Amerikaanse staatschuld zal waarschijnlijk ergens in de komende maanden de U$ 40.000 miljard mijlpaal bereiken. U$ 40.000.000.000.000! Dat is U$ 115.000 voor iedere Amerikaan. Even ter vergelijking in Nederland ligt dat cijfer op eur 21.000 per inwoner en (in) Italië op eur 61.000. De rente wordt niet alleen bepaald door de geldvraag van de overheid, maar ook van de private sector. De enorme geldhonger van Big Tech doet ook nog een duit in het zakje. Die U$ 752 miljard die Big Tech alleen al dit jaar investeert moet wel ergens mee gefinancierd worden. Uit de cashflow lukt dat niet meer. Hoe meer vraag naar geld, hoe hoger de prijs. De prijs van geld heet rente. Door al die factoren bij elkaar staat de rente op Duitse staatsobligaties bijna op het hoogste niveau sinds 2011 en die van de Verenigde Staten bijna op het hoogste punt sinds 2007. Door de sussende woorden van Scott Bessent, dat de Iranoorlog nu echt bijna is afgelopen (nee, nu echt) is de obligatie rente de afgelopen paar dagen een beetje afgekoeld. Maar het blijft een risico factor. Het doet me een beetje aan 1987 denken. Ook toen was de obligatie rente flink aan het stijgen. En ook toen negeerden aandelen beleggers de rentestijging. Totdat zwarte maandag kwam natuurlijk en toen was opeens Leiden in last. Michael Burry, bekend van het voorspellen van de kredietcrisis van 2008, maakt die vergelijking ook al. Voordat u gelijk op de rode verkoopknop drukt, wil ik wel even wat kanttekeningen plaatsen. De rente op Amerikaanse staatsobligaties steeg in 1987 in een halfjaar tijd van iets boven de 7% naar boven de 10%. Dat is wel even een andere orde van grootte dan de huidige 4,6%. En voor wat Michael Burry betreft, de afgelopen acht waarschuwingen sinds 2021 zijn allemaal (nog) niet uit gekomen. In het verleden bleek duidelijk dat stijgende rente niet goed is voor aandelen. Het alternatief voor aandelen wordt simpelweg aantrekkelijker en dus schuift er geld van aandelen naar obligaties. Vooral het 5% niveau lijkt daarbij een breekpunt te zijn. Maar goed, zover zijn we nog niet. Tot die tijd lijkt de markt zich vast te houden aan de wijsheid van mijn tante; “je moet geen zorgen maken over ongelegde eieren”. Tot die tijd kunt u rustig slapen, maar ik zou wel de wekker op 5% zetten. Over Corné van Zeijl Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD.See omnystudio.com/listener for privacy information.

Ascolta. Confrontati. Investi con maggiore chiarezza: https://shorturl.at/OvAHSI mercati sembrano sempre più imprevedibili. L'intelligenza artificiale e i grandi colossi americani attirano gran parte dei capitali, mentre molte altre aziende sono finite fuori dai riflettori.In questo episodio analizziamo perché i prezzi sembrano muoversi sempre meno in linea con i fondamentali, perché inseguire il momento perfetto per entrare o uscire dai mercati è spesso un errore e cosa ci insegna il caso di Michael Burry.Parliamo anche di rotazione dei capitali e di come, nei momenti di maggiore concentrazione dell'attenzione, possano emergere opportunità in aree del mercato oggi trascurate, come le small cap statunitensi. Se vuoi imparare a leggere i mercati con maggiore lucidità, senza inseguire le mode del momento, questo episodio fa per te.

Mardi soir, AMD a publié le meilleur trimestre de son histoire. Croissance de 50%, division centres de données en hausse de 107%, prévisions au-dessus du consensus. Le lendemain, le titre perdait 7%. Pas à cause de ses chiffres. Et ce n'est pas un accident. C'est devenu la règle. Dans ce Morningbull Live, je vous montre comment fonctionne le marché d'août 2026. Un marché où AppLovin fait +53% de croissance et se prend -22%. Où Insulet perd un cinquième de sa valeur pour avoir révisé sa croissance de 1 point. Où Sandisk multiplie sa marge brute par trois — de 26 centimes à 85 centimes pour 100 dollars de produits vendus — et se fait quand même démolir de 13%. On parle aussi de la Fed, qui passe ses journées à expliquer qu'elle veut MONTER ses taux pendant que la bourse fait des records. Du lock-up SpaceX qui expire aujourd'hui. Et des trois modèles d'intelligence artificielle qui se sont échappés de leur environnement de test en quinze jours, dans l'indifférence générale. Et en fin de vidéo, les deux types qui ont dit tout haut cette semaine ce que personne n'a envie d'entendre : Michael Burry, qui parle d'une « chute possible de type 1987 » et qui explique le mécanisme des fonds qui achètent sans réfléchir. Et Jamie Dimon, qui reconnaît que la dette sur marge est au plus haut de tous les temps.

Kevin Warsh says the Fed is serious about inflation, but markets are still trying to figure out what that means in practice.Chuck Zodda and Marc Fandetti debate whether Warsh needs to do a better job explaining the Fed's inflation strategy, why forward guidance may have distorted bond markets, and whether the Fed should raise rates more aggressively to prove its commitment to price stability. They also discuss whether the economy is actually fragile, why AI data center spending may keep growth supported, and whether housing could become a stronger economic driver again in 2027. Plus, they look at stock market seasonality, Michael Burry's warning about a potential 1987-style decline, what Uber may reveal about consumer spending that McDonald's does not, and the latest confusing headlines around a possible Strait of Hormuz shipping deal.

Despite Trump's promise to make the U.S. “the crypto capital of the planet,” a foundational bill establishing road rules remains seven votes short in the Senate with days left before the recess.~This episode is sponsored by Uphold~Uphold Exa Credit Card ➜ https://bit.ly/UpholdExa00:00 intro00:10 Sponsor: Uphold01:00 Countdown01:15 Odds collapse01:45 Reason why Thune hasn't filed yet02:20 Lummis scaring Dems03:00 Lummis: no one's leaving.. We're getting a vote04:15 Rep. Senators staying because they need a win06:15 Warren needs to sit down06:30 WSJ fud06:45 Why are we fact checking this stupid article?07:00 Wells Fargo too late08:00 Crypto is coming for your 401k?08:30 Jim Cramer sells BTC and ETH10:00 Tom Lee: Analyst underpricing HOOD after CLARITY11:00 $HOOD chart11:20 Tom Lee: HOOD 100x13:10 Tom Lee: RWA won't explode like you think14:40 Uniswap deploying...14:50 Hayden hint15:15 Matt Hougan: easiest trade in crypto16:15 UNI chart16:45 Phong Le funds Trump Accounts17:00 STRC coming back?17:30 Tariff rebates going to companies18:00 Republican tariff nightmare20:00 Iran deal finalized?20:50 S&P new high21:45 Michael Burry calls top23:30 Sideline money#Crypto #Bitcoin #ethereum~CLARITY Act's FINAL 48 Hours!

The Daily Business and Finance Show - Wednesday, 5 August 2026 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Michael Burry warns of 1987-style crash even as S&P 500 hits new high SpaceX shares fall after AI spending surge overshadows quarterly beat AMD slips even as AI-linked GPU sales aid Q2 results, guidance Spacex expects $100B+ ARR by December as it targets over 2 GW of compute by year-end SpaceX says it wants bigger piece of wireless market Dorian LPG Non-GAAP EPS of $2.52 beats by $0.44, revenue of $187.9M beats by $20.2M NICE beats Q2 street estimates, raises FY outlook Samsung unveils next-gen AI memory technology Biggest stock movers Wednesday: AMD, SPCX, and more Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Those Long-Term Chip Deals May Not Be as Secure as Investors Are Led to Believe When you listen to memory chip companies like Samsung Electronics, SK Hynix, and Micron Technology discuss their businesses, they often make it sound like customer contracts—some extending as long as five years—are essentially set in stone. Unfortunately, that's not entirely true. Yes, these companies have long-term agreements in place, but contracts in this industry are often renegotiated when market conditions change. If demand for memory chips weakens significantly, chip manufacturers have a strong incentive to work with their customers rather than strictly enforce every contractual commitment. The reason is simple: preserving long-term customer relationships is often far more valuable than maximizing short-term revenue. Imagine a customer that suddenly doesn't need as many chips because its own sales have slowed. If a supplier forces that customer to accept unwanted inventory, those chips may simply sit in a warehouse until demand recovers. By the time the customer needs additional chips, it may choose to reduce future orders or move business to a competitor that proved to be more flexible during difficult times. Competitors are always looking for opportunities to gain market share. If one supplier refuses to work with its customers, another is usually willing to offer better pricing or more favorable terms. Losing a major customer over a rigid interpretation of a contract can cost far more in future profits than making temporary concessions during a downturn. This isn't just theory and it has happened before. During the COVID-era, many long-term agreements were adjusted as demand shifted. Rather than forcing customers to take products they no longer needed, suppliers often renegotiated delivery schedules and purchasing commitments to preserve long-term partnerships. The same principle applies across many industries. Companies frequently modify or delay large commercial agreements when business conditions change. While contracts provide a framework, successful businesses understand that maintaining trust with key customers is often more important than enforcing every clause to the letter. Investors should remember that a signed contract does not necessarily guarantee future revenue will be recognized exactly as originally planned. Management teams often emphasize the value of their long-term agreements during earnings calls, but those agreements can evolve if market conditions deteriorate. At the end of the day, great businesses understand that customer relationships are built over years but can be damaged in a matter of weeks. In many cases, giving a customer flexibility during a downturn is a much better investment than insisting on strict contract enforcement. That's why investors should view long-term chip contracts as valuable, but not invincible.   Why Index Investing Could Leave You Disappointed Long Term I often hear people say, "Just buy the S&P 500 and forget about it. You'll be fine." While that sounds simple, investing is rarely that easy. Many investors don't fully understand how an index works or why it has performed so well in recent years. The S&P 500 has been driven largely by a handful of technology and AI companies. By blindly investing in the index, many people are simply participating in a momentum strategy without realizing it. Very little thought is given to what those 500 companies are actually worth. There is no effort to trim positions that have become extremely expensive or overly concentrated. As valuations climb, the index simply gives those companies an even larger weighting, leaving investors with greater exposure to the stocks that have already gone up the most. Some people respond by saying, "I won't put everything in the S&P 500. I'll diversify into other index funds." But once you go down that road, investing becomes much more complicated and you'll likely underperform the S&P 500. Should you own an international index? A European index? A bond index? A growth index? A value index? Small-cap funds? REITs? There are hundreds of ETFs and mutual funds to choose from. Now you have another challenge: deciding how much to allocate to each one. When your portfolio declines will you understand why? More importantly, will you know what to do next? Many investors don't, and that uncertainty often leads to emotional decisions at exactly the wrong time. This is why I prefer managing a portfolio of individual value-oriented stocks, combined with money market funds and selected real estate investment trusts (REITs). That approach still provides diversification, but I understand what each investment is worth and why I own it. In my view, that's a much better foundation than owning five or ten different index funds without truly understanding what's inside them or how they're valued. Another common argument for index investing is lower fees. While fees certainly matter, they shouldn't be the only factor. The number that ultimately matters is your total return after all fees and expenses. A lower fee doesn't automatically translate into better long-term performance. If you own index funds, take some time to look under the hood. Do you really understand what you own? Do you know which sectors dominate your portfolio, which companies make up the largest holdings, and how expensive those businesses are today? If the answer is no, don't assume you'll be comfortable when the market experiences its next major decline. Investors who don't understand what they own are often the first to panic, and that confusion can lead to costly investment mistakes.   The U.S. economy is still in much better shape than many people think. This week brought three major events for investors: GDP, PCE inflation, and the Federal Reserve meeting. While the headlines may have sounded mixed, the underlying data still paints a healthy consumer. Second-quarter GDP grew at a 1.5% annualized rate, below economists' expectations. At first glance, that may seem disappointing. But when you look under the hood, the economy continues to show resilience. Consumer spending, which accounts for nearly 70% of U.S. GDP, increased 3.2% after a weak first quarter where it only climbed 0.5%. That tells me the American consumer is still in good shape, and that's one of the biggest reasons the economy continues to avoid the recession that so many have been predicting. Major drags on the headline GDP figure included government spending, which reduced growth by 0.14 percentage points, as well as the more volatile components of trade and the change in private inventories, which subtracted 1.01 and 0.67 percentage points, respectively. Inflation remains the biggest challenge. The Fed's preferred inflation measure, core PCE, increased 3.3% over the past year. While that's an improvement from where we've been, it's still well above the Federal Reserve's 2% target. I continue to believe inflation will remain sticky until energy prices become more stable. Energy impacts transportation, manufacturing, and virtually every supply chain, so it's difficult to see inflation falling sustainably while energy costs remain volatile. The Fed, as expected, left interest rates unchanged. What stood out wasn't the decision, it was the growing disagreement among policymakers. The 3 dissents that voted for a 25-basis point increase highlight just how uncertain the economic outlook remains. When inflation is still elevated but the economy continues to grow, there isn't an easy policy answer. One thing I do like so far is Kevin Warsh's changes at the Fed. I like the simplified statement, the encouragement of differing viewpoints, and rather than projecting absolute confidence in economic forecasts, he has acknowledged the uncertainty surrounding them. That's a refreshing change. Economic forecasting has never been an exact science, and I would rather have a Fed Chair who recognizes the limitations of those projections than one who pretends they are precise. What's surprising is how quickly some of the talking heads have claimed Warsh already has a credibility problem. I don't see it that way. Credibility isn't about making bold predictions that later need to be revised. It's about being honest about what we know, what we don't know, and allowing incoming data to guide policy. The takeaway for investors is simple: don't let one headline drive your investment decisions. The economy continues to expand, consumers are still spending, inflation remains stubborn, and the Fed is navigating a difficult policy environment. Looking beneath the surface is often where you'll find the real story.   Leverage Is Fuel... Until It Becomes the Fire The last few weeks have been a reminder that leverage looks like a wonderful tool on the way up... but it's a devastating one on the way down. FINRA's new margin rules have effectively replaced the 25-year-old Pattern Day Trader rule, allowing traders with as little as $2,000 to make unlimited day trades using intraday margin. While this opens the door for more retail participation, it also means more investors have access to leverage, something that has historically magnified both gains and losses. This is a big problem considering FINRA margin debt climbed 49% year over year to another record in June of roughly $1.5 trillion. This comes as investor net credit balances have fallen to a record negative $1.06 trillion. In other words, investors collectively owe more on margin than they have sitting in cash accounts. For comparison's sake, in March 2000 this measure stood at a negative $0.13 trillion. That's an aggressive setup if volatility returns. We also saw this past week the spectacular collapse of Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness, which shows what can happen when conviction is paired with excessive leverage. The near 25-year-old Aschenbrenner was painted as a genius with strong credentials like being Columbia University's valedictorian at age 19. His fund was launched in July 2024 and he had no experience managing money before that. Before this month's decline the fund had gains of more than 1,000% since inception. The fund used tons of leverage with some saying as much as 400% to build massive positions in AI and semiconductor stocks while shorting stocks in the software space like Adobe. The problem is when names like Coreweave, Nebius, and Sandisk fell more than 50% from their highs and the software stocks rallied, margin calls forced the liquidation of most of its public equity portfolio. The result was staggering considering the fund peaked at above $45 billion in assets and with the selloff they plunged to around $10 billion. This forced a fire sale of assets at a discount to Ken Griffin's Citadel. Some speculate that the forced selling may have helped create the bottom. Once one of the market's largest leveraged sellers had finished liquidating, the selling pressure eased and many AI stocks staged a sharp rebound. Others believe the selling is not over as Michael Burry reportedly used Thursday's powerful rally as an opportunity to increase several of his bearish positions in Micron, Nvidia and the VanEck Semiconductor ETF. Whether he's ultimately right or wrong remains to be seen, but it's a reminder that some experienced investors still believe AI-related valuations and leverage remain stretched.   Here Come the Robots! Robots have been making their way into manufacturing for decades. The first industrial robotic arm, called Unimate, was installed in 1961 on the assembly line at a General Motors plant in Trenton, New Jersey. But today's robots are very different. They're no longer just stationary robotic arms bolted to the factory floor, they're starting to look and move like humans. That reality is beginning to make workers uneasy. At a Hyundai Motor plant in South Korea, employees have gone on a partial strike, with concerns over automation playing a role. Hyundai recently unveiled its humanoid robot, Atlas, which stands 6'2", weighs about 200 pounds, can lift up to 110 pounds, and can continuously carry nearly 70 pounds. It's easy to understand why workers are wondering what these machines could mean for their jobs. South Korea is already the world leader in industrial robot adoption, with approximately 1,220 industrial robots for every 10,000 manufacturing employees. By comparison, the United States has around 307 robots per 10,000 workers. One statistic that surprised me was China, which currently has only about 166 industrial robots per 10,000 manufacturing workers. If Elon Musk has anything to say about it, those numbers could change dramatically over the next several years. Tesla is aggressively developing its humanoid robot, Optimus, with the goal of having it help build vehicles in its factories before long. If that vision becomes reality, other manufacturers will almost certainly follow. The idea of humanoid robots can be unsettling, but the transition is likely to be slower than many people expect. Industry forecasts suggest that global annual production of humanoid robots could reach roughly 1.2 million units by 2030. While that sounds like a large number, it's still a tiny fraction of the global workforce. So, we're probably still a few years away from living like The Jetsons. If you're not familiar with the cartoon, it debuted in September 1962 and imagined a future filled with flying cars and household robots. I guess I will have to wait a few more years to get a maid like the Jetsons had named Rosie the robot.   Financial Planning: Tax Relief Coming for Older Home Sellers? The federal home sale capital gain exclusion has remained unchanged since 1997, allowing homeowners to exclude up to $250,000 of gain if single or $500,000 if married filing jointly when selling a primary residence. With home values rising significantly over the past three decades, particularly in high-cost areas like California, many long-time homeowners now face substantial capital gains taxes when downsizing. A new proposal, the Nest Egg Protection Act, would increase the exclusion to $1 million for homeowners age 65 and older who have owned and lived in their home for at least 25 years. This would allow more seniors to keep the equity they've built over a lifetime. In addition to providing tax relief, the proposal could encourage more older homeowners to sell, increasing housing inventory and making homeownership more attainable for first-time buyers. While the legislation has not yet been enacted and homeowners should continue planning under current law, the proposal reflects a growing recognition that the existing exclusion no longer aligns with today's housing market.   Companies Discussed: International Business Machines Corporation (Ticker: IBM)

Financial commentator Chris Irons, also known as Quoth the Raven on X and author of the popular QTR Fringe Finance substack, returns to the show with a sobering assessment of markets he says are at or above the highest valuations in history — propped up by a passive bid, options-driven flows, and ten mega-cap names carrying everyone's retirement. Irons explains why he's stepped back from active trading permanently, why he believes the SpaceX IPO's $2 trillion ask may have marked a top in AI euphoria, and why Kevin Warsh's inflation-fighting promises will crumble the moment equities fall 10-20%. He shares where he's finding opportunity — including his early psychedelics call that's crushed the market this year, emerging markets, and beaten-down gold miners — and warns that the most underappreciated risks lie in stablecoins, crypto leverage, private credit, and regional banks. His bottom line: a sharp deleveraging is coming, the Fed will fold at the first sign of discomfort, and gold could hit $7,500 or higher after the next round of money printing.This episode is sponsored by Monetary Metals - learn more at https://www.monetary-metals.com/julia/ Links: X: https://x.com/QTRResearchSubstack: Viewers/listeners of The Julia La Roche Show get 80% off an annual subscription of QTR's Fringe Finance https://quoththeraven.substack.com/subscribe?coupon=7c8478df&utm_content=207295644Timestamps:00:00 Introduction and welcome back 00:57 Big picture: Fed stuck between a rock and a hard place 03:18 Out-of-control fiscal policy and the "sovereign Ponzi scheme" 05:41 Private equity repackaged in insurance wrappers (2008 echoes) 06:30 SpaceX IPO as a possible top signal for the AI bubble 07:38 Why Chris stepped back from active trading permanently 12:01 "Being right vs. making money" 13:15 Life after trading: clarity, priorities, and more content 14:45 Diagnosing the market: passive bid, gamma squeezes, and index distortion 16:35 The case for equal-weight (RSP) over cap-weighted S&P 18:30 Michael Burry's AI build-out vs. dot-com comparison 21:10 Opportunities: the psychedelics thesis and how it played out 27:00 Gold and miners: buying the pullback, $7,500 gold scenario 30:45 What to expect from a Kevin Warsh-led Fed 34:36 Should inflation even be the Fed's mandate? 36:04 Arbitrary prices and permanently distorted markets 37:45 The vocal track analogy: too many plugins on the economy 40:10 Why active trading is impossible in a headline-driven market 41:27 Most underappreciated risks: stablecoins, Tether, and crypto contagion 43:30 Corporate fraud, private credit, regional banks, and subprime auto46:01 Closing thoughts and subscriber discount

Dixième nuit de frappes américaines sur l'Iran. Trois soldats américains tués. Trump qui jure que Téhéran « paiera plusieurs fois le prix ». Et pendant ce temps-là, Wall Street… vend le pétrole. Pourquoi ? Parce qu'un porte-parole iranien a lâché le mot magique : « négociation ». Pas de détail. Pas de qui, pas de quoi, pas de où. Juste le mot. Et ça a suffi à faire plier un baril de 91 à 88,59 dollars. Le marché applaudit avant même que les comédiens soient montés sur scène. Et ça, après 30 ans de marchés, c'est le genre de moment que je connais trop bien. Dans cet épisode, on parle de : → Trois séances rouges d'affilée, alors que la saison des résultats est la MEILLEURE depuis trois ans (88 % de surprises positives, +28 % de croissance des bénéfices attendue). Comment on peut tout réussir et se faire engueuler quand même. → Le détroit d'Ormuz : -66 % de trafic, blocus houthi sur l'Arabie saoudite, l'essence à 4 dollars le gallon. Le décor raconte l'inverse de ce que le marché veut croire. → Les taux, l'invité qui plombe la fête : le 30 ans US à 5,12 %, du jamais-vu depuis mai. Et la vraie question n'est plus SI les taux montent, mais quand, combien de fois, et jusqu'où. → Trump qui ressort le Tariff Act de 1930 — une relique de la Grande Dépression jamais utilisée — pour coller 50 % de droits de douane au Canada. Automobile, produits laitiers, alcool… et crosses de hockey. → Michael Burry, qui répond « Fake news, j'ai couvert la moitié parce que JE GAGNE », pendant qu'Oracle plonge à -63 % de son sommet, se fait dégrader à un cran du junk, et que le petit porteur lit « je reste short » comme un signal d'achat. Et si le grain de sable entre OpenAI et Oracle faisait sauter tout le château de cartes de l'IA ? Spoiler : la vraie bombe de cette vidéo n'est pas au Moyen-Orient. Bon visionnage — et à demain sur Morningbull.

Con el índice de semiconductores SOXX entrando en territorio técnico “bajista”, tras una corrección del 20% desde sus máximos del pasado junio, y con algunos valores tan emblemáticos como IBM o Marvell cayendo más del 20% en las últimas cinco sesiones, la pregunta obligada es si estamos a las puertas de una corrección mayor o, dicho de otra forma, si estamos por fin ante el pinchazo de la presunta burbuja de la inteligencia artificial que han venido anunciando analistas tan exitosos como Michael Burry, Jeremy Grantham, Ray Dalio o incluso Jamie Dimon y el Banco de Pagos de Basilea (BIS), entre otros. Y, en caso de respuesta afirmativa, hay que preguntarse también si la eventual sacudida de las compañías de semiconductores y de almacenamiento de memoria va a contagiarse al resto de las tecnológicas o, yendo un paso más allá, a la bolsa en su conjunto, incluyendo los sectores más tradicionales. Artículo completo en r4.com ➡️ https://www.r4.com/articulos-y-analisis/opinion-de-expertos/la-crisis-de-los-semiconductores-y-el-nuevo-proyecto-manhattan

Semana de vuelta al miedo: el Nasdaq se deja un -2,2%, el oro se desploma, Stripe intenta comprar PayPal y Netflix se hunde. Resumen semanal de bolsa en 30 minutos con todo lo que de verdad movió el mercado esta semana. El índice de miedo y codicia ha vuelto a "miedo" (37) y el VIX ha repuntado un +15%. ¿El detonante? Un nuevo modelo de IA chino, Kimi K3, que ha sacudido a la tecnología y a los semiconductores. Pero no es lo único: el oro está siendo abandonado mientras sus mineras cotizan a la mayor infravaloración de su historia frente al S&P 500, Netflix presenta resultados y castiga la guía, ASTS emite una nota convertible que casi nadie entiende bien, y Stripe + Advent lanzan una oferta por PayPal que la junta (y Michael Burry) rechazan por baja. Todo explicado en cristiano, con los gráficos, y con ideas de cómo jugar cada movimiento (también con opciones). 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. ══════════════ #Bolsa #ResumenSemanal #Inversión #Netflix #PayPal #ASTS #Oro #Petróleo #KimiK3 #LocosDeWallStreet #AnálisisDeMercado #Opciones

¿Sientes que trabajas duro pero tu dinero rinde cada vez menos? En este episodio de Creadores Podcast, Marcelo conversa con Pablo Gil, analista financiero de escala global, ex-director de análisis en Banco Santander y ex-gestor de un fondo de inversión multimillonario. Pablo revela con total crudeza por qué el 90% de la población está cometiendo errores financieros garrafales en su día a día sin darse cuenta, confiando su capital a bancos tradicionales que se enriquecen a costa de su falta de educación financiera.Analizamos a fondo los movimientos de titanes de la industria como Warren Buffett, Ray Dalio y Michael Burry, quienes se están refugiando en niveles de liquidez históricos. ¿Qué saben ellos que nosotros no? Además, Pablo Gil desglosa el impacto inminente de la Inteligencia Artificial en el mercado laboral masivo, explicando por qué competir contra la IA será imposible y cómo configurar un portafolio de inversión diversificado (cripto, bolsa, metales y real estate tokenizado) para proteger tu patrimonio antes de que el chicle del endeudamiento crónico global termine por romperse.Finalmente, exploramos la verdadera definición de la riqueza: la flexibilidad. Descubre cómo pasar del sprint financiero a la maratón del interés compuesto, cómo identificar la deuda productiva de la destructiva (como el financiamiento innecesario de un coche o un teléfono inteligente) y el valioso consejo de vida que el padre de Pablo, a sus 95 años, le heredó para aprender a disfrutar plenamente del camino y no solo de la meta.- Recibe 5% de descuento en tu suscripción de los mejores suplementos utilizando el código CREADORES en https://belevels.com/- Recibe acceso gratuito a mi lista de los 100 libros que transformarán tu vida aquí: https://www.creadores.co/newsletter-

Adam McKay's passion project that changed the direction of his career. We break down how The Other Guys was his first attempt at calling out the 2008 financial crisis through comedy… and when nobody took it seriously, he made this. We get into why cutting away to Margot Robbie in a bathtub to explain mortgage backed securities is actually Adam McKay making fun of the audience. We discuss how Brad Pitt's Plan B Entertainment quietly made this movie possible after already producing Moneyball from the same author. And we break down why Ryan Gosling's performance as Jared Vennett might be the most underrated thing in the entire film.Chapters:00:00 ANNOUCEMENTS & Intro2:02 Adam McKay finally being fr this time9:25 What the hell is even going on in this movie17:17 Michael Burry's next big prediction21:26 Why Adam McKay wanted to make this movie26:25 Josh Safdie needs to take some notes31:47 What happened in the Morgan Stanley scene?35:12 Brad Pitt making money moves38:14 How the cast came to be & stories from their prep52:21 Why the style is perfect for the movie59:04 Our final thoughts

Daily Snippet vom 06.07.2026 Michael Burry ist wieder short. Diesmal setzt er gegen Nvidia, Applied Materials, Tesla, Caterpillar, den Chip Sektor und die Nasdaq. Die Schlagzeile klingt groß. Für mich ist aber nicht Burry als Person das Entscheidende, sondern die Daten hinter seiner Wette. Die ganze Einordnung liest du im Blog:

Daily Snippet vom 03.07.2026 Tesla hat im zweiten Quartal 480.000 Fahrzeuge ausgeliefert und damit die Erwartungen deutlich geschlagen. Eigentlich müsste das bullish sein. Trotzdem fällt die Aktie 7,5 Prozent und erlebt den schlimmsten Tag seit fast einem Jahr. Warum starke Zahlen hier nicht gereicht haben, liest du im heutigen Blog:

The Group Chat is back, and this one's a masterclass in how the internet actually works now. The guys sit down with Max Peterson, the 23 year old who built a seven figure clipping empire, paying out over $3 million to 38,000 clippers. Max breaks down how brands like Taco Bell turn podcasts and events into millions of views. Then the crew gets into Meta's surprise new business, Elon's rumored iPhone killer, and why Nike might be the most fixable company in America. This week's Group Chat covers: From posting memes at 12 to running clipping campaigns for Taco Bell and major brands Max Peterson's come up: bootstrapping a seven-figure business on $2,500 The new American dream making $30K a month just posting clips How clipping works and why every brand will soon have to pay for it Meta's surprise pivot selling its excess AI compute like AWS, and why the stock popped The investing lesson hiding in plain sight: when Zuckerberg tells you the plan, believe him SpaceX's rumored phone Starlink connected, slimmer than the iPhone, and coming for Apple Why Elon might be the only one who can actually dethrone the iPhone Bending Spoons' IPO and the business of buying dying brands (AOL, Vimeo, Evernote) Nike's big miss the US Men's Soccer merch fumble and how to fix the brand Michael Burry shorting Nvidia and Tesla, and the Substack doom grift The $40M Sam Altman movie Amazon shelved because no one wants to upset OpenAI Plus World Cup fever, team USA mania, and why history keeps repeating itself in marketing. Drop us a 5-star rating and a review if you're rocking with the show.

Plus: Financial crisis investing hero Michael Burry adds to his short positions on the AI buildout. And Google fails in its bid to get a $4.7 billion fine imposed by the European Union overturned, related to its Android operating system. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The June jobs report came in weaker than expected, giving investors reason to believe the Federal Reserve may have less pressure to raise interest rates even as inflation remains a major concern.Mike Armstrong and Marc Fandetti break down why job growth slowed sharply in June, why the unemployment rate fell for a less encouraging reason, and how the latest labor market data could affect Kevin Warsh's Fed. They also discuss Anthropic's AI model controversy, why China's latest AI advances complicate U.S. regulation, how powerful cybersecurity tools could create major risks for the financial system, what new Trump accounts mean for families saving for children, and why Michael Burry is warning again about the AI trade.

¿Por qué Bill Ackman dice que Microsoft es imposible de disrumpir y Michael Burry está haciendo la misma apuesta con una estrategia diferente? ¿Y por qué Nagarro acaba de poner fin a meses de especulación y rumores de OPA? En este resumen semanal analizamos el cambio de paradigma que estamos viviendo en el mercado: las Siete Magníficas cayendo mientras compañías más aburridas suben, el problema del CAPEX en inteligencia artificial y por qué el mercado rara vez recompensa a las empresas que invierten masivamente durante su fase de construcción. En este resumen tratamos la jugada de Michael Burry con una LEAP a dos años en Microsoft y por qué Bill Ackman coincide en su tesis de que es imposible competir contra los 450 millones de usuarios de Office 365, la caída de Apple un 11% en un mes por el precio de los componentes y su pulso con Trump por los chips chinos, los resultados históricos de Micron con un crecimiento del 346% en ingresos, el cierre de la OPA de Nagarro a 81 dólares tras meses de polémica en la comunidad inversora, y la fiebre de Wendy's al estilo GameStop impulsada por Wall Street Bets. 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. #Microsoft #Nagarro #Micron #BillAckman #MichaelBurry #LocosDeWallStreet #ResumenMercado #WallStreet #Invertir2026 #Bolsa #AnálisisBursátil #InteligenciaArtificial #Apple #OPA #InversiónEnBolsa ══════════════

Lululemon ha caído con fuerza desde máximos y muchos inversores se preguntan si estamos ante una oportunidad… o ante una trampa de valor. En este Sanedrín analizamos el negocio de Lululemon, sus márgenes, crecimiento, riesgos, valoración y qué podría estar descontando el mercado tras una caída cercana al 70%. ¿Es Lululemon un buen negocio a precio atractivo o el mercado está avisando de algo más profundo? 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. #Lululemon #Bolsa #Inversión #Sanedrín #valueinvesting

In dieser Folge werfen wir einen kritischen Blick hinter den aktuellen KI-Hype: Welche Risiken verbergen sich hinter milliardenschweren NVIDIA-Deals und wie werden Pensionskassen in diese Entwicklungen verwickelt? Wir nehmen Michael Burrys Kritik ernst, analysieren die Finanzierungsmodelle im AI-Sektor und diskutieren, ob uns eine neue Finanzkrise droht oder alles halb so wild ist. Außerdem beleuchten wir die Herausforderungen beim Umbau des Strommarkts, sprechen über die Rolle der Verteilnetzbetreiber und die Grenzen staatlicher Regulierung im Wandel der Energiewende. Authentisch, meinungsstark und mit gewohntem Augenzwinkern liefern wir Einordnung zu den prägenden Wirtschaftsthemen unserer Zeit. (Zusammenfassung von Podigee AI)

Guest Host Rob Fai & Eric Kam, Economics Professor at Toronto Metropolitan University discuss: 1 - U.S. and Iran negotiations end, technical talks to continue after Trump threatens Tehran 2 - Record Canadian trade mission heads to Japan as CUSMA review looms 3 - Michael Burry is questioning SpaceX's $3-trillion market valuation — and says he'd be tempted to bet against it Learn more about your ad choices. Visit megaphone.fm/adchoices

What does Steve D use to edit our show? Find out on this week's PlayingFTSE Show!It's been an odd week in the stock market. But Steve D extends his winning streak to two in a row as Steve W drops back into the middle of the pack. This week saw Kevin Warsh's first meeting as Fed Chair. And there weren't any major surprises… or were there?The new chief is surprisingly quiet – to the point of not issuing a dot for the plot – on cutting interest rates. But Steve D's wondering whether he could be playing the long game.Michael Burry's been buying shares in Veeva Systems and it's made its way onto Steve W's radar. This, however, isn't just your usual SAAS selloff.There's competition from Salesforce for the firm to try and fend off. But at a hugely depressed multiple, do the potential rewards mean the risks are worth it?Adobe has been one of the most discussed SAAS stocks in the last few months. And it's easy to see why – the stock has crashed. The company isn't hiding from the problems – it's struggling to convert customers and it's prioritising retention. Is this a bargain opportunity, or a potential value trap?Only on this week's PlayingFTSE Podcast!► Free Share + Exclusive Deals — Start Here:

Na vele dagen aan bombardementen en escalatie zijn de VS en Iran het eens over een voorlopig vredesakkoord. Een plan dat bestaat uit veertien punten, waarvan de opening van de Straat van Hormuz de belangrijkste is. Een ander punt valt ook op: een fonds van 300 miljard dollar voor de wederopbouw van Iran. Deze aflevering kijken we wat deze deal nu precies voor jou als belegger betekent. Hebben we het ook over het nieuwe dreigement van president Trump. De deal moet nog ondertekend worden, maar hij waarschuwt de Iraniërs nu al. 'Als ik het er toch niet mee eens ben, of als ze zich niet gedragen, gaan we weer op ze schieten en bommen op hun hoofd gooien.' Of die oorlog in Iran nu eindigt of niet, één sector is al slachtoffer. De autosector. De koersen van autobouwers tuimelen omlaag. Allemaal na een winstwaarschuwing van BMW. De Duitse bouwer verwacht een lagere operationele winstmarge dit jaar. Tussen de 1 en 3 procent. Terwijl die verwachting eerder nog op 6 procent lag. Dat moet beter, zegt Noud Broekhof van de Nationale Autoshow. Je hoort hem deze aflevering. Verder staan we stil bij SpaceX (de koers daalt) en het feit dat 'Mr Big Short' niet short wil gaan op het nieuwe beursbedrijf. Ook in de aflevering: De Snap Specs. Het 'levenswerk' van Evan Spiegel Het aandeel Ahold Delhaize. Waarom daalt dat al sinds het bekendmaken van de kwartaalcijfers? Intel moet bewijzen dat het de extreme koersstijging waard is Te gast: Niels Koerts van Stockwatch.nl BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

In this episode, we speak with Brian Barlow, Co-Founder and CEO of Sidewalk Infrastructure Partners (SIP), a company focused on building and scaling businesses that support the next generation of critical energy and digital infrastructure. As demand for energy and computing power continues to grow, existing infrastructure systems are facing increasing strain. SIP develops businesses and projects designed to help modernize these systems and enable more intelligent, scalable infrastructure for the future. Brian has spent more than three decades as a private markets investor across technology and infrastructure. Prior to co-founding SIP, he served as Director of Infrastructure Investments for Alphabet's urban innovation platform.  Prior to that, he was a Managing director at American Infrastructure Funds.  Earlier, Brian was a senior member of Scion Capital, the investment firm founded by Dr. Michael Burry and featured in The Big Short. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

In this episode of Tank Talks, Matt Cohen and John Ruffolo unpack the latest leaked details around Canada's national AI strategy, including a proposed Canadian Tech Growth Fund that would take direct equity stakes in AI startups and scale-ups. John pushes back on whether creating yet another government-backed fund solves the real problem or simply adds more confusion to an already crowded funding landscape.The conversation then moves into the AI capital arms race, where Anthropic, OpenAI, SpaceX, and Alphabet appear to be racing toward public markets and massive equity raises at the same time. Matt and John unpack Anthropic's reported path toward a late 2026 IPO, Alphabet's massive $80 billion equity raise to fund AI infrastructure, and why even companies with enormous free cash flow may be rushing to secure capital before debt markets tighten further.The episode closes with what Matt calls the “fugazi” layer of the AI boom: complex GPU financing structures, off-balance-sheet debt, SPVs, and Michael Burry's criticism of NVIDIA's xAI-related financing arrangement. From Canada's AI strategy to Alphabet's infrastructure spend to opaque AI financing models, the core question is clear: is this the beginning of a new AI-driven market cycle, or are the biggest players trying to raise capital before the music stops?Canada's New National AI Strategy & Tech Growth Fund (00:52)Matt introduces leaked details of Canada's expected national AI strategy, including a new Canadian Tech Growth Fund that would take direct equity stakes in AI startups and scale-ups, along with additional funding for the AI Compute Access Fund.Direct Investment vs. Backing Canadian VC Funds (05:02)John argues that government capital may be more effective when deployed through BDC, EDC, and Canadian venture funds, rather than direct government selection of startups. The concern is that direct investment could create political complications and distort private capital markets.Anthropic's $65B Raise and Potential 2026 IPO (09:02)The conversation shifts to Anthropic's massive fundraising round, reported $900 billion pre-money valuation, and potential late 2026 IPO path. Matt frames it as part of a broader wave of trillion-dollar AI and space-related public market activity.The IPO Race Between Anthropic, OpenAI, and SpaceX (10:04)Matt and John discuss whether the IPO window is reopening or whether the biggest private companies are rushing to get out before capital markets become less forgiving. John speculates that Anthropic may want to reach public markets before OpenAI captures investor attention.Alphabet's $80B AI Infrastructure Raise (12:18)Matt outlines Alphabet's reported $80 billion equity raise, including a private placement to Berkshire Hathaway, a public offering, and an at-the-market equity program. The raise is positioned as fuel for Alphabet's unprecedented AI infrastructure build-out.The AI Infrastructure Cold War (14:41)Matt argues that hyperscalers like Google are proving that frontier AI economics are fundamentally different from prior technology waves. John compares the AI arms race to baseball owners escalating salaries because no one can afford to fall behind.Michael Burry, NVIDIA, xAI, and “Fugazi” GPU Financing (16:01)Matt breaks down Michael Burry's critique of NVIDIA's GPU financing structure involving Valor, xAI, Apollo, Athene, and an SPV. The arrangement raises questions about revenue recognition, asset ownership, credit risk, and who ultimately carries the liability.The Real Question: What Happens When the Music Stops? (17:55)The episode ends with Matt and John questioning how these layered financing structures will play out as AI CapEx continues to explode. From public markets to SPVs to off-balance-sheet risk, the AI boom is starting to look less like a clean growth story and more like a capital market stress test.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

Connect with Early Riders — https://www.earlyriders.com/contactConnect with Onramp — https://onrampbitcoin.com/contact-us/Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.This week Brian, Michael, and Liam cover MicroStrategy's first Bitcoin sale and the broader DAT unwind, Jamie Dimon's Clarity Act outburst against Coinbase, the AI IPO wave that Michael Burry compares to the 2000 dot-com peak, the CFTC approving Coinbase's first onshore BTC perpetuals, Falcon X's confidential IPO filing, Cash App and SoFi rolling out stablecoins to retail, MasterCard's NY BitLicense, and Binance launching tokenized shares.Chapters00:00 - Welcome Back and Market Overview00:46 - MicroStrategy's Bitcoin Sale and Market Sentiment08:06 - The State of Digital Asset Firms11:32 - Jamie Dimon's Stance on Stablecoins and Financial Rails22:53 - AI's Impact on Markets and Upcoming IPOs39:03 - CFTC Approval and Coinbase's Expansion40:41 - Falcon X IPO and Market Dynamics45:58 - Market Sentiment and Investment Strategies49:22 - Stablecoin Integration and Cash App's Innovations53:32 - SoFi's Stablecoin Launch and Regulatory Landscape56:01 - MasterCard's Bit License and Market Implications58:07 - Tokenized Stocks and the Future of Digital AssetsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly: https://www.earlyriders.com/researchKeep up with Michael: https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Liam: https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Brian: https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/

OpusClip: Start clipping at https://opus.pro/ich Airbnb: Find a co-host at https://airbnb.com/host Zapier: Get Started for FREE at https://Zapier.com/ICH FanDuel: Sign up now for your $25 bonus on FanDuel Predicts Subscribe To MeetKevin Here:  @MeetKevin  Timestamps: 00:00:00 - Intro 00:01:02 - Michael Burry & Biggest Stock Wins (Circle, Tesla, Nvidia) 00:03:08 - The $40M Tesla Portfolio & Lessons From Losses 00:05:52 - Happier With Less Stress / Should You Pay Off Debt? 00:08:11 - Iran War, Pickaxe Mountain & the Market Rally 00:11:17 - Forward Growth Valuations & the Circular AI Flow 00:13:35 - The Most Frustrating Rally Ever / Advice for $40-200K Earners 00:16:11 - OpusClip Sponsor / How the Average Person Should Invest in 2026 00:17:29 - QQQ vs TQQQ: Why Leveraged ETFs Will Go to Zero 00:21:04 - The #1 Risk Nobody's Talking About: Credit & Data Center Overbuild 00:24:58 - The Labor Market & The Wealth Effect 00:27:27 - Dry Powder & Why Cash Reduces Selling Pressure 00:29:06 - Kevin's Portfolio & Kevin O'Leary's $5M FU Money Take 00:31:02 - Are 5% Treasuries Actually a Good Buy? 00:34:54 - The Hantavirus & Real Estate Risk 00:37:31 - Airbnb & Zapier Sponsorships 00:40:04 - Is It Harder to Build Wealth in 2026? 00:42:00 - AI Implementation as the Path to Wealth (Cardone Comparison) 00:46:04 - The Best Decade Ever to Buy Real Estate (2022-2032) 00:48:34 - Graham Pushes Back: Why He's Selling His Real Estate 00:55:55 - Habitability Lawsuits & California Tenant Risk 00:57:42 - Mansion Tax & Anti-Investor Legislation 00:59:09 - Who Should Buy vs Rent / Kevin's Portfolio Allocation 01:00:55 - FanDuel Sponsor / Kevin's Top Stock Holdings 01:03:16 - Kevin's Fitness & Mediterranean Diet Transformation 01:06:38 - How Much Do You Need to Retire? ($8-10M for a Family) 01:09:19 - Spending More When You Have Free Time 01:11:43 - Buy Now Pay Later & Deferred Recession Risk 01:12:33 - Ideal Lifestyle: When Your Salary Covers Everything 01:14:57 - Best Money You'll Ever Spend & The $12.9M Jet Story 01:20:42 - SEC Investigations & The Large Options Trader Letter 01:23:48 - Zero-Day Options Trading Explained 01:27:07 - Jack's Weekly Covered Call Strategy 01:32:00 - Career Advice: Grinding on the Right Thing 01:34:08 - Podcasting & Corporate-Owned YouTube Channels 01:38:29 - The $2.2M Offer to Buy 10% of Graham's Channel 01:41:00 - Toddler Podcast Idea & Niching Down Your Audience 01:43:49 - Family Life: Kids, Personalities & a Dad Win 01:47:13 - Trump Accounts & Tax Strategies 01:48:18 - Final Advice & Wrap-Up *

In this episode, we unpack bitcoin's pullback toward $73K while AI-related capital formation and infrastructure investment continue to accelerate. The discussion covers Anthropic's latest raise, now at $965 billion post-money valuation, market commentary tied to Michael Burry's recent predictions, and the growing conversation around AGI versus the emergence of "RSI" (Recursive Self-Improvement), and what that could mean for markets, labor, and global competition. Finally, we explore the future of financial products tied to AI ecosystems, including the potential for AI token futures and new forms of market exposure as the sector matures. Chart of the week: Q1 M&A heats up as multiples rise Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

HIMS: Get personalized and affordable care for Hair Loss, ED, Weight Loss, and more at https://Hims.com/ICEDAirbnb: Find a co-host at https://airbnb.com/hostGusto: Try Gusto for FREE for 3 months at https://gusto.com/ICEDShopify: Sign up for a $1 per month trial period at https://shopify.com/ichFollow Chris Camillo Here:  @DumbMoneyLive  Sign up for our new website to be an early user! http://www.extradollar.com/ Apply for The Index Membership: https://entertheindex.com/ Timestamps: 00:00:00 - Intro 00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win 00:05:34 - The Three Waves of the AI Super Cycle 00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins) 00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick 00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns 00:20:44 - The Coconut Water Trade He Missed (Vita Coco) 00:22:46 - Sweet Green Wraps: The Next Social Arb Play 00:25:32 - Moving Markets with Tweets & His Ethics Rule 00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime" 00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026 00:34:42 - What Counts as a "Risk Asset" 00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70% 00:41:05 - Michael Burry & the Bear Case Rebuttal 00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed 00:49:22 - Ken Griffin Just Realized What's Coming 00:52:25 - Anyone Can Now Operate Like a Hedge Fund 00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path 01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes 01:03:40 - Why Podcasting Survives the AI Wave 01:08:00 - Spotting AI Content & The Rise of Live Events 01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock) 01:18:10 - Pokémon, Manga & The Collectibles Arbitrage 01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake 01:28:35 - Why Anthropic Wins + His Bitcoin Take 01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up 01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming 01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships 01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy 01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting 01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana 01:55:34 - Portfolio Review: Jack's Account (8/10) 01:59:39 - Portfolio Review: Graham's Account (6.5/10) 02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate 02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy 02:11:05 - Tier List: TQQQ, Tesla, Microsoft 02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up *

The Dow closed at a record high today while the S&P 500 wrapped up its 8th straight week of gains, showing just how strong momentum has been despite constant concerns about inflation, interest rates, and global uncertainty. Nvidia once again crushed earnings, raised its dividend to $0.25 per share, and announced an $80 billion share buyback program. Even though the stock dipped after earnings, these moves are often viewed as bullish signs for long term investors and reinforce Nvidia's critical role in powering the AI buildout.At the same time, the 10 year U.S. Treasury yield nearly touched 4.7% earlier this week before falling back below 4.6% by Friday's close. For investors looking for stability or less market exposure, earning close to 4.7% backed by the U.S. government is becoming an increasingly attractive option. Gold futures also moved lower as investors continue weighing inflation expectations, interest rates, and broader market sentiment.We also discuss Michael Burry's latest warning that the stock market has “jumped the shark,” what that phrase actually means, and why some investors are questioning his repeated bearish calls over the years. Plus, we cover Kevin Warsh stepping in as the new Fed Chair, what history tells us about markets testing new leadership, and why AI may reshape jobs and productivity over the next decade rather than simply replace workers.As always, our goal is to help you cut through the headlines and focus on what actually matters for long term investing.Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West & Walters Tax and Wealth Management, a Registered Investment Advisor (RIA) and tax firm based in Carlsbad, California. Our goal is to share market insights, investing tips, tax strategies, and straightforward financial education to help viewers make smarter financial decisions. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

On episode 465 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren't happy, Harrison Ford, Martin Short and more. This episode is sponsored by Grayscale and ClearBridge. To learn more, visit https://www.grayscale.com/ Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Grayscale Disclosure: Grayscale is the world's largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com  Learn more about your ad choices. Visit megaphone.fm/adchoices

O "Ulrich Responde" é uma série de vídeos onde respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.00:00 - Começando mais um Ulrich Responde00:13 – Game over para Flávio Bolsonaro?05:48 – O áudio do Flávio abre espaço para uma 3ª via?07:11 – Lula vai almoçar Zema e Michele nos debates?07:53 – Sábia a atitude de Zema?10:46 – Qual candidato você acha que conseguiria organizar a economia brasileira?11:21 – Com esse episódio do Flávio Bolsonaro, a esperança de derrotar o Lula acabou?12:03 – O mercado já está precificando uma possível derrota de Flávio Bolsonaro?13:07 – Dólar subindo é reação a possível vitória de Lula?13:34 – Por que não devemos gastar todo o nosso tempo acompanhando o noticiário político?17:01 – Visita da delegação americana à China: o que acontece se o "Air Force One" caísse?21:37 – Michael Burry e liquidez: em qual moeda ficar líquido para aproveitar oportunidades?22:33 – O modelo chinês de investimento público em infraestrutura pode ser replicado no Brasil?24:19 – Faz sentido usar a ação Stretch STRC como alocação de caixa para oportunidades?25:36 – Por que não falaram sobre metais do grupo da platina (PGM) com Marcelo Lopez?26:31 – Como o Bitcoin responderia a um eventual crash das ações de tecnologia?27:33 – Como libertário, você acredita que a democracia já falhou?28:04 – Estamos próximos de um novo "Cisne Negro"?28:26 – Visão sobre Inteligência Artificial: futuro caótico ou administrável?30:39 – O que acha de uma carteira composta por Strategy, Stretch e OranjeBTC OBTC3?30:50 – Por que o Euro não consegue se tornar a principal moeda global no lugar do dólar?31:37 – Por que Nasdaq subiu no meio da guerra?33:13 – Qual ativo você está mais exposto?33:15 – Não seria interessante para o Brasil um presidente que não se curva ao imperialismo americano?34:08 – Aeroporto, Bitcoin ou segundo passaporte: qual a melhor saída do Brasil?35:06 – Qual é a Stablecoin mais confiável e transparente atualmente?35:46 – Além de Richard Rytenband, quais mentores e autores impactaram sua trajetória?38:24 – Encerramento e considerações finais.

Today on Stinchfield, we expose one of the biggest financial frauds being pushed on the American people right now: the nonstop doom and gloom about the economy under President Trump. Michael Burry, the man made famous by The Big Short and portrayed as some kind of financial prophet, has spent years warning of collapse after collapse after collapse. The problem? He keeps getting it wrong. America didn’t implode. The markets didn’t permanently crash. And once again, the fear merchants are trying to convince you that disaster is around the corner. But according to Kip Herriage, this negativity campaign is no accident. Herriage says Burry and the financial elites pushing economic panic are part of a broader psyop designed to undermine confidence in President Trump, American capitalism, and the country’s economic resurgence. While the media screams recession, Kip Herriage and VRA Insider are predicting the exact opposite: a generational bull market fueled by Trump’s economic doctrine, exploding innovation, massive liquidity, and America First policies that are reigniting growth. The fear crowd wants Americans scared, cautious, and sitting on the sidelines. But what if this is actually the beginning of one of the greatest wealth creation periods in modern history? See omnystudio.com/listener for privacy information.

Greg and Doug Stokes analyze the recent market surge, IPO frenzy, and the implications of AI and tech stocks. They discuss upcoming IPOs like Cerebris and SpaceX, market bubble concerns, and insights from market experts like Michael Burry and Jeffrey Gunlock. Key Takeaways [00:17] - The AI IPO frenzy has begun [07:27] - Are bubble concerns unwarranted? [09:35] - The prediction charlatans are back View Transcript Links Matt Cerminaro: $100 Billion Companies Would We Be In A Recession Without AI Stocks? Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why even famous market predictors like Michael Burry shouldn’t drive your investment decisions, how volatility and bad news can actually create opportunity in a diversified portfolio, whether a vacation home is worth it, and smart strategies for handling burnout, large RMDs, real estate complexity, and co-signing risks.See omnystudio.com/listener for privacy information.

Money Moves is back as Matty A. and Ryan Breedwell unpack a wild convergence of market signals. The S&P 500 has smashed through the 7,400 mark, locking in the best April in a decade, completely shrugging off geopolitical tensions and historically low consumer sentiment. But not everyone is buying the hype. "Big Short" legend Michael Burry has placed a massive $1 billion short against AI darlings like Palantir and Nvidia. Is a bubble about to burst, or is the AI revolution just getting started?The guys break down why institutional giants like Blackstone are doubling down on AI infrastructure, preview the incoming Fed Chair Kevin Warsh replacing Jerome Powell, and discuss whether a July rate cut is still in the cards. Plus, updates on the 10 million single-family home shortage, surging multifamily vacancies, and why Ryan believes Ethereum's volume will eventually flip Bitcoin.Episode HighlightsMichael Burry's Billion-Dollar Short: Analyzing Burry's massive bets against Nvidia and Palantir, and why Ryan argues the AI sector has real capital and utility backing it up, unlike the 2008 housing crisis.The S&P 500 Melt-Up: Unpacking the market's record-breaking run to 7,400, driven by broad participation beyond just the "Magnificent Seven."Fed Chair Shakeup: Jerome Powell is stepping down May 15th. What Kevin Warsh's Senate confirmation and hawkish history mean for the highly anticipated July rate cut.Geopolitical Chess: Trump is taking Elon Musk and Tim Cook to meet with China's Xi Jinping, while Russia signals a ceasefire in Ukraine.Real Estate Realities: Why the US is short 10 million single-family homes, the impact of 13-18% hard money rates, and Blackstone's $150 billion pivot into data center REITs.Crypto Watch: Bitcoin hovers near $81.7k, but Ethereum's trading volume is rapidly closing the gap.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555IIMAGOS INCOME FUND: Full Investor Presentation: Text “INCOME” to 844-447-1555

Sponsored by Count — a tool we recommend for better financial tracking and clarity Learn more: https://www.getcount.com/us/partners/SoundFinancialGroup Why do financial influencers keep predicting the next big market crash—and why do people keep listening? In this episode of More Than Commas, we break down the real incentive behind repeated crash predictions, how attention drives extreme forecasts, and why being "right once" can be more profitable than being consistently accurate. Then, in a completely unexpected turn, we follow through on a wild real-life experiment involving a Cybertruck and a boat ramp—highlighting how reality doesn't always go as planned. -- Timestamps: 00:00 – Financial influencers + Cybertruck teaser 00:11 – Why influencers benefit from predicting crashes 00:30 – Example: Kiyosaki and Michael Burry notoriety 01:51 – Cybertruck story setup near boat ramp 03:06 – Self-driving mistake near the lake #Cybertruck #investing #stockmarket #financialeducation #wealthbuilding #longterminvesting  Next Episode: Robert Kiyosaki changed how millions think about money—but what happens when the message shifts? We take a closer look at his evolution, his repeated market crash predictions, and what investors can learn from separating valuable principles from fear-driven narratives. -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Michael Burry: Gã "Điên" Đặt Cược Chống Lại Phố Wall | SonyKieu | Thế GiớiVideo này được chuyển thể từ bài viết gốc trên nền tảng mạng xã hội chia sẻ tri thức Spiderum

Welcome to Omni Talk's Retail Daily Minute, sponsored by Duvo and Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Doris Fisher, co-founder of Gap Inc., passes away at 94, leaving behind a legacy that reshaped American retail from a single San Francisco storefront selling Levi's jeans into a multi-brand empire spanning Gap, Banana Republic, and Old Navy.Victoria's Secret faces a proxy battle from second-largest shareholder BBRC International's Brett Blundy, who is targeting two long-serving board members and demanding accountability for the struggling $591 million Adore Me acquisition.Michael Burry announces he has fully exited his GameStop position after the company made a $56 billion bid to acquire eBay, citing concerns about the debt load such a deal would require.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.

Dan Nathan and Guy Adami discuss major tech themes and trades, focusing on dispersion in mega-cap tech and the recent underperformance and rebounds of the “Mag 7.” They examine Microsoft's AI positioning and Azure deceleration amid ongoing capacity and power constraints, contrasted with rivals (AWS, Oracle, GCP) picking up demand tied to OpenAI. The conversation highlights Michael Burry's view that software-stock declines have been amplified by software credit stress and may be overextended, with Oracle as a key example given its steep drawdown and elevated CDS. They also cover Apple's AI strategy, reliance on Gemini, WWDC expectations to improve Siri, and key technical levels amid headline sensitivity. Finally, they assess Intel's sharp rally tied to a reworked CHIPS deal and Nvidia involvement, and preview Netflix earnings with a mixed technical setup and potential upside. Show Notes Trading Post Monday April 13th (Cassandra Unchained) Top of the Morning (Axios) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

With everything going on these days it seems like we should be seeing headlines about the market crashing and yet...here we are, just a few points off the all time highs. What gives? This week we're breaking down the reasons why we aren't tanking just yet, including an in-depth look at Michael Burry's latest blog post outlining what he believes will be the catalysts for a major market crash. NEW MERCH OUT! Get 10% off when you sign up and also get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= The newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw WATCH THE LATEST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=PHG9iIjhXvI Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on our TOP MOVIES OF 2025: https://youtu.be/tbC-cMqcby8?si=tO0NK0PmpN2187ir **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ GLD: New customers get 50% off with code BAES at https://gld.com. #ad FABRIC: Join the thousands of parents who trust Fabric to help protect their family—apply today in just minutes at https://meetfabric.com/BAES FACTOR: Head to https://factormeals.com/baes50off and use code baes50off to get 50% off and free breakfast for a year—offer valid for new customers with qualifying subscription purchase. __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices