Michael Burry & the Scion Asset Management Portfolio

What this episode covers

Michael Burry is known for taking positions that go against consensus.In this episode of PortfolioCasts, we break down the Scion Asset Management portfolio and discuss key holdings such as Molina Healthcare, Lululemon, and SLM.We explore how Burry thinks about mispricing, concentration, and risk — and what long-term investors can learn from his portfolio construction approach.Educational purposes only. Not financial advice. Any figures discussed are approximate.

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Frequently Asked Questions

How long is this episode of PortfolioCasts | Investor Portfolio Podcasts?

This episode is 11 minutes long.

When was this PortfolioCasts | Investor Portfolio Podcasts episode published?

This episode was published on January 8, 2026.

What is this episode about?

Michael Burry is known for taking positions that go against consensus.In this episode of PortfolioCasts, we break down the Scion Asset Management portfolio and discuss key holdings such as Molina Healthcare, Lululemon, and SLM.We explore how Burry...

Can I download this PortfolioCasts | Investor Portfolio Podcasts episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.