Michael Burry

6 statements across 4 episodes · 0 bullish · 3 bearish · 3 people on the record · first statement May 13, 2022 by David Friedberg · said 48 times in 7 episodes since 2021 · across every show →

Mentions by year

brought up most by Jason Calacanis (31), Chamath Palihapitiya (7), David Friedberg (6), David Sacks (4)

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Everything said about Michael Burry, oldest first

May 13, 2022 neutral
Assertion Partly supported
Past market crashes saw stock turnover reach 6x total shares outstanding
“On average, it took six times their total shares outstanding for them to go from top to bottom, meaning that the shares ultimately turned over six X the total, you know, diluted shares out.”
David Friedberg May 13, 2022 ▶ 1:29:36 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Aug 18, 2023 neutral
Assertion Not checkable as stated
Chamath: Michael Burry's reported $1.6B short position is likely a straddle
“So what he probably has on is what's called the short straddle. And what you don't have to disclose in these 13 Fs is the other side of the trade where you're short a call. And so I suspect that's what that is. So this is a big much ado about nothing.”
Chamath Palihapitiya Aug 18, 2023 ▶ 55:40 E142: "Rich Men North of Richmond" hits #1, upward mobility, real estate capital crunch, Trump RICO
Nov 14, 2025 negative
Opinion
Friedberg: Michael Burry is wrong about hyperscalers cooking their books
“And I actually think Michael Burry's got this wrong.”
David Friedberg Nov 14, 2025 ▶ 8:34 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Nov 14, 2025 neutral
Assertion Supported
Calacanis: Michael Burry deregistered his firm with the SEC
“He just deregistered his firm with the SEC.”
Jason Calacanis Nov 14, 2025 ▶ 0:19 Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
Nov 22, 2025 negative
Opinion
Chamath: Michael Burry is not very good at investing
“I think we've given this guy way too much air time. He's not very good at what he does.”
Chamath Palihapitiya Nov 22, 2025 ▶ 34:56 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Nov 22, 2025 negative
Assertion Not checkable as stated
Friedberg: Michael Burry is wrong about big tech hiding GPU depreciation
“Burry's implication that they are cooking the books or hiding accounting is completely false because all of the accounting Is apparent in the cash flow statement and in the balance sheet.”
David Friedberg Nov 22, 2025 ▶ 33:54 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
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