Скачать или смотреть Why Michael Burry is Betting on a Market Crash 2023

Michael Burry is in the headlines because people say that he is repositioning his portfolio ready for a big market crash. I think that this is a misinterpretation of his position and that the truth is more nuanced and also more interesting. In this video, I look at exactly what he is doing and the reasons I think underlie his choices.

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The link to my Investing in Japan video is here    • Investing in Japan  

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Timestamps
00:00 Introduction
01:41 13F Filings
02:09 Short
03:44 Big Short?
08:16 Sector Breakdown
09:43 Consumer Discretionary
10:10 Japan
11:18 China Gone
12:04 Energy
12:31 But..

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All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results