EPISODE · Sep 11, 2026 · 22 MIN
Michael Burry Is Betting Against the AI Boom
from Guardian Financial, Inc.'s Podcast · host Guardian Financial, Inc.
Michael Burry is back — but tracking the investor made famous by *The Big Short* has completely changed.After Scion Asset Management stopped providing outside investment-management services, investors lost the quarterly 13F filings they had relied on for years. But Burry hasn't stopped investing.He's now publicly discussing many of his trades, including investments in beaten-down companies and aggressive bearish bets against parts of the artificial intelligence boom.In this episode of Finance in Focus, we break down what Michael Burry has recently disclosed he's buying, what he's shorting, his bets against companies like Nvidia and Palantir, and why he's questioning whether the massive AI infrastructure boom can ultimately generate enough economic returns to justify the money being invested.We also look at Burry's concerns surrounding AI infrastructure, debt, market leverage, volatility, and why he's discussed 2028 as an important potential timeframe for AI computing capacity.Michael Burry isn't saying AI is fake. His argument is much more interesting: a revolutionary technology can change the world and still become a financial bubble if investors pay too much for it.Subscribe to Finance in Focus for more breakdowns of the markets, investing, and the financial stories investors need to understand.This content is for educational and informational purposes only and should not be considered investment advice.************************************************************************************1️⃣ Do you have a income plan set up to never outlive your money, so you are not a burden on loved ones?2️⃣ Are you getting the greatest returns with the least amount of risk for you personal risk tolerance?3️⃣ Do you have a tax plan in place to pay the minimum taxes allowed by law?4️⃣ Are you maximizing your Social Security Benefits?💰 💰 💰NEED HELP WITH YOUR RETIREMENT PLAN? 💰💰💰💰You can schedule a complementary visit to discuss your needs: 💰Call us at (479) 268-4463 or go to https://www.guardianfinancialinc.com*********************************************************************************** 📘 Pick up Tony's latest book: The 10 Tax Commandments. 📘 https://tinyurl.com/2ptbau8m***********************************************************************************SOCIAL MEDIA: Facebook: https://www.facebook.com/guardianfinancialincTwitter: https://twitter.com/GuardianFinIncLinkedin: https://www.linkedin.com/company/guardianfinancialinc/Podcast: https://podcast.guardianfinancialinc.com/*************************************************************************************POPULAR RETIREMENT VIDEOS:✅ Index Annuity - Should I own a Annuity?https://www.youtube.com/watch?v=0OTekeU1qLI&t=20s✅ Working While Receiving Social Securityhttps://www.youtube.com/watch?v=eDmDa-tIApo&t=2s***********************************************************************************#NationalDebt #DebtCrisis #Inflation***********************************************************************************Full Legal Full Legal Disclaimer:All content provided by Guardian Financial, Inc. is for educational and informational purposes only and should not be construed as individualized investment, legal, tax, or insurance advice. Opinions expressed are those of Guardian Financial, Inc. and its representatives and are based on publicly available information believed to be reliable at the time of recording; however, we make no representation as to the accuracy or completeness of such information.Advisory services are offered by Guardian Financial, Inc., a Registered Investment Advisor in the state of Arkansas. Insurance products and services are offered through Guardian Financial Advisors and Associates, LLC, an affiliated company.This content is not intended as an offer or solicitation to buy or sell any security or financial instrument. Any investment strategies or references discussed may not be suitable for all individuals. Viewers should consult their own financial advisor, CPA, attorney, or other qualified professional regarding their specific financial, legal, or tax situation before implementing any strategy.While information is provided in good faith, Guardian Financial, Inc. makes no warranties or representations, express or implied, regarding the accuracy, adequacy, validity, reliability, or completeness of any information presented. Under no circumstances shall Guardian Financial, Inc. or its affiliates be liable for any loss or damage arising from reliance on the information provided.Guardian Financial, Inc. and Guardian Financial Advisors and Associates, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency and are not engaged in the practice of law
Embed this episode
What this episode covers
Michael Burry is back — but tracking the investor made famous by *The Big Short* has completely changed. After Scion Asset Management stopped providing outside investment-management services, investors lost the quarterly 13F filings they had relied on for years. But Burry hasn't stopped investing. He's now publicly discussing many of his trades, including investments in beaten-down companies and aggressive bearish bets against parts of the artificial intelligence boom. In this episode of F...
Ready to play
Michael Burry Is Betting Against the AI Boom
No transcript for this episode yet
Similar Episodes
No similar episodes found.