Michael Burry
Note: Referenced during AI Financial Bubble discussion on the OGM 2025-11-06 call as someone currently shorting tech stocks.
Who is Michael Burry?
"Real-Life Market Genius From The Big Short" - subject of Michael Lewis's book and subsequent film.
Famous For
Successfully predicted and profited from the 2008 housing market collapse by shorting mortgage-backed securities.
Current Activity (2025)
Has a fund set up to short the tech sector, specifically:
- NVIDIA
- Palantir
- Other AI-related stocks
The Palantir CEO Incident
When interviewed about Burry shorting Palantir:
- CEO Alex Karp looked "panicked"
- "Oh, this is really bad. Oh, this is not fair, oh..."
- "Deer in the headlights" - Doug Breitbart
- Stock price dropped 12%
The Timing Problem
New Yorker article from 2016: "Michael Burry... Thinks Another Financial Crisis Is Looming"
If you acted on that warning, you would have:
- Missed a decade of market growth
- Eventually run out of money from shorting
Jerry's point: "Timing is everything in these things. And it's a little nutty."
The Question
Can someone be a short for a long time and still be successful? History suggests it's very difficult.
Related Concepts
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