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Against the Rules · December 2, 2025 · 39m

Michael Burry Speaks

Michael Lewis speaks with Michael Burry, the fund manager immortalized in *The Big Short* for his prescient bet against the subprime mortgage market. They discuss Burry's recent short positions against Nvidia and Palantir, and his new newsletter *Cassandra Unchained*.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Misc

Burry's fund has taken short positions against Nvidia and Palantir, making headlines again.
He recently launched a newsletter called *Cassandra Unchained*.
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