The Second Inflation Wave is Coming... (Michael Burry's Big Bet for 2024)

Michael Burry is back and he's just revealed a big bet on inflation in 2024. Yes, the Big Short investor has just released his latest 13F filing (and thus stock portfolio picks) for Q1, 2024. From betting on the fall of the U.S. housing market in 2008, to now buying Chinese tech stocks JD.com and Alibaba, along with new investments in physical gold, Michael Burry is not one to sit still for too long.

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★ ★ CONTENTS ★ ★
0:00 Michael Burry is Back!
0:45 Michael Burry's Bet on Inflation
5:57 Michael Burry Makes a Big Bet on China
10:15 The Forgotten Factor in Burry's Portfolio

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[HodgeChris]

People try to predict the economy not realizing it is not a capitalistic market, its a command economy, central planning! my concern is, instead of having much dollar in bank that could lose value to inflation, do I save in gold to reserve and grow wealth for now, or just hang on?

[SeanTalkoff]

The FED lowered its inflation objective to less than 2% in 2012. They changed the target to a long-term average of 2% inflation. Because long-term interest rates are set at inflation plus a profit margin, the implication is lower interest rates. I consider the current rising interest rate to be a very serious issue it will cause more investors to withdraw from the market. But then despite the severe bear market, I am aware of certain investors that continue to earn over $365, 000. Wish I could accomplish that.

[SanaatanSatyaHai]

I can't rely on Burry's 13F filings because his portfolio might have changed completely before the filing is even submitted. Therefore, it's better to follow investors who hold their investments for at least a year.

[Watcher-tsql]

Dude at this point your just entertaining bots. I have never seen an account with videos literally littered with 99% bots in the comments section.

[rhaegoti]

I really like the idea of the three bucket decision making process... I think it was Buffett/Munger? Yes, No, Too Difficult. For me, ANY company in China falls into the Too Difficult bucket. I have seen the Chinese government gut a company or industry with no warning before. And so, no matter how good a company looks, and no matter how tempting the price seems, I am not willing to risk putting a dollar into them. I'm a small fry, haven't even earned my seventh digit yet, and I work too hard for every dollar I invest.

This was a great video, always love hearing about the greats - and Dr Burry is definitely one of the greats! Thanks for years of education and entertainment.

[nikitaponomarenko]

Every year I hear about that dude betting against the economy, yet s&p is braking records. How is he still afloat ?

[Dematsa]

CI is an underrated Burry pick. Insurance inflation

[marijalisicyna]

I am big fun of your videos. Unfortunately it is difficult to catch information since you start to put this loud music on the background.

[PhantomTradingInc]

This is great data conveyed in simple understandable language. Thanks you guys!

[Shangoof]

The Basket of goods changed to exclude coffee and cocoa, coffee is up 20% and cocoa 96% the last 6 months

[rightwingsafetysquad]

The scam bots are getting more clever. Starting with a politically charged complaint.

Anything asking for unspecified advice on investment amounts of large round numbers is probably advertising a scam 3-5 replies deep in the thread.

[frankshyu]

Always love the high quality content from Brandon!

[sarawilliam]

The only American who won't acknowledge this Administration's failed economic policies is Joe Biden. "Shrink-flation' is the least of our worries compared to rising rents and stagnant wages, but it is an undeniable indicator of how bad our inflation has gotten. I have $100k that i like to invest in a non-retirement account, any advice on that?

[wooloongabba]

You have come a long way . Your earlier YouTube's were cringey bad but your knowledge has gained immensely

[jasonmoser]

Luckily, i have a 5 year supply of bottled water in my basement

[vincentliu]

Some say Burry is wrong, but any guy that reads the fine prints knows his stuff. As he pointed out before, he is not wrong just early.

[vestedinterest]

I have 108 shares of BABA with a cost basis of 75.44. If it dips back below that cost I'll add more.

[jonathangingras]

Great video, will watch more of your channel from now 😎

[rhaegartargaryen]

Burry left WBD in a loss, I don’t even know why. I personally got in as the value currently is a heavy discount to the leap for the future.

[EpicGamer-uxtu]

Great video, I really like that you show us the diagrams(prices, rates, etc) when you are talking about a subject. It makes everything really clear, and most of the time the information is right in front of my eyes, so I can make my own judgment as well. Keep up the good work mate.