Michael Burry's Controversial Bet for 2024.
ฝัง
- เผยแพร่เมื่อ 12 มิ.ย. 2024
- Michael Burry (from The Big Short) is back and he's just revealed his latest 13F filing (and thus stock portfolio picks) for 2024. From betting on the fall of the U.S. housing market in 2008, to now buying Chinese tech stocks JD.com and Alibaba, Michael Burry is not one to lay still for too long.
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★ ★ CONTENTS ★ ★
0:00 Michael Burry is Back.
1:00 Burry's Controversial Bet on China
4:55 Burry Buys Into the Magnificent 7?
7:05 Burry's Call on the Semiconductors (Nvidia)
8:30 The Catch With Michael Burry's Portfolio
My Podcast: / theyounginvestorspodcast
Brandon van der Kolk is authorised to provide general financial product advice in Australia and is an Authorised Representative (Number 1305795) of Guideway Financial Services Pty Ltd, AFSL Number 420367. Any advice is general & does not consider your financial situation, needs or objectives so consider whether it's appropriate for you. Read Brandon's Financial Services Guide available from guideway.com.au/NewMoney.pdf. Past performance is not a reliable indicator of future investment returns.
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What are your thoughts on Burry's latest bets? Do you hold any of them?
Also - come hang out on Instagram! instagram.com/new.money.official/
Looks like Michael is losing again and again
Gotta play the odds and the odds show it’s better to be a bull than a bear. He’s on the wrong team.
im amazed to partake on this.
lt has rekindled the fire to my goals.
kudos, good to be here
Transfer of wealth usually occur during market crash, so the more stocks drop, the more I buy, in the meanwhile I'm just focused on making better investments and earning more as recession fear increases, apparently there are strategies to 3x gains in this present market cos I read of someone that pulled a profit of $350k within 6months, and it would really help if you could make a video covering these strategies.
Understanding personal finances and investing will most likely lead to greater financial independence. By being knowledgeable about money and investing, individuals can make informed decisions about how to save, spend, and invest their money or you could hire a financial expert.
Yeah, financial advisors could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and I return at least $30k ROI, and this does not include capital gain.
Would you mind telling me how to contact this specific coach using their service? You seem to have the solution, as opposed to the rest of us.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
The prediction of a 32% business failure rate in 2024 suggests a challenging landscape ahead. Factors contributing to this potential "business apocalypse" should be carefully analyzed, including economic trends, industry shifts, and the impact of global events. Adaptability and strategic planning will be crucial for companies navigating these uncertain times.
Knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions
having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise fromm early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q1 next year
Hey, this caught my interest. I worry that I have a couple more months before retirement, can you share more info?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Rachel Sarah Parrish ” for about five years now, and her performance has been consistently impressive.
Thanks, I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst
Could you possibly recommend a CFA you've consulted with?
My CFA ’Melissa Terri Swayne’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.
I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably
AI, in my opinion, will be the next big thing. Refraining from making snap decisions based on transient swings is essential for long-term growth similar to META. Put patience and a long-term view first, and if you want to make well-informed purchasing and selling decisions, consult a financial expert.
I was in a similar situation and sought advice from an investment counselor. My portfolio has grown from $200k to over $800k in a few years as a result of diversification and reorganization using growth equities, the S&P 500, and reliable ETFs.
Pls who is this coach that guides you? I’m in dire need of one, my stock portfolio is declining even in a bulll market.
“Vivian Carol Gioia’’ You can easily look her up, she has years of financiaI market experience.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
I love the thumbnail of Christian bale a actor playing Mike burry a trader instead of the legit pic of the trader lol
Burry successfully predicted 10 of the last 2 recessions:))
😂😂😂😂 he is a recession mAchine
*runs out of toothpaste*
Bury: The recession has arrived
His predictions have netted him $350 million…. How are your predictions doing??
1.2m so far not bad for a 27 year old i know i will never be burry but there will never be a 2008@@robertburton8055
I was 10 years old back then lol but now net worth over 2 million haha not too bad for someone in their 20s (and not born in the us)@@robertburton8055
haha pretty good actually only in my 20s but net worth well above the top 1% of us population@@robertburton8055
I'm just here to leave a non-bot comment 👋
Thanks for the analysis
Did Burry buy the Alibaba ADRs or direct on the Hong Kong exchange?
Didn't he tweeted in the finel quarter of 2023 that he's shorted QQQ & SPY? anyone knows?
Good on you. Well done.
Great info! Thanks
Hi. I am Long Time subscriber of your channel. To my judgement, the quality of the content has increased dramatically recently. Double thumb up. I really enjoyed your analysis based Michael B BurRY latest 13 F. Rightly so you pointed out that only 40% of his asset is invested in the US stock market. It is valuable advice to me.
Can’t he just short Baba with a big amount which we will never know coz they don’t show on 13f filings and just buy a small long position to rope retail in ?
New to the channel great stuff
How to check the performance of his fund?
Scion value +489% 2.69 Billions total profit. Total devastation. The Oppenheimer of all funds.
BABA might be his best investment since '08
Would vanguard ftse all world be a safeish option more than likley?
are 13f filings public? please share the link
Yes, but Burry uses Options frequently, and not all his Option positions show up on his 13F.
Why Alibaba? I understood you cant own shares in chinese companies. And every year there are talks on removing Alibaba from Exchange...
because its undervalued, china needs money so soon they might open things up and put less tension on the market. My guess
Excellent commentary
Another excellent video. I love the content, the cadence, the presentation, the graphics / visuals; well done.
Solid information, thank you
"It all comes down to interest rates. As an investor, all you're doing is putting up a lump-sump payment for a future cash flow."
Starting early is simply the best way of getting ahead to build wealth , investing remains a priority . I learnt from my last year's experience , I am able to build a suitable life because I invested early ahead this time .
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Whitney Kay Stacy is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Great video! For 2024, it’s hard to nail down specific predictions for the housing market is because it’s not yet clear how quickly or how much the Federal Reserve can bring down inflation and borrowing costs without tanking buyer demand for everything from homes to cars.
I suggest you offset your real estate and get into stocks, A recession as bad it can be, provides good buying opportunities in the markets if you’re careful and it can also create volatility giving great short time buy and sell opportunities too. This is not financial advise but get buying, cash isn’t king at all in this time!
You are right! I’ve diversified my $450K portfolio across various market with the aid of an investment coach, I have been able to generate a little bit above $830k in net profit across high dividend yield stocks, ETF and bonds.
@@MariusNatt more info please?
@@Rachelschneider03 Vivian Jean Wilhelm, she's top Notch!...
@@MariusNatt After locating her, I composed an email and arranged a phone conversation. I'm optimistic that she will reply, and my goal is to conclude 2024 on a financially successful note.
Really good info. Keep up the videos!
Luckin coffee about to take off. Very nice pattern
Dude..awesome hair!
I do think of the big mag7 goog and amzn are the least overpriced.
THE MARKET CAN STAY IRRATIONAL LONGER THAN YOU CAN STAY SOLVENT- a great line that every investor should learn.
100%
Markets are never wrong, only opinions are by Jesse Livermore. There is no such thing is market is irrational. You were just in the wrong position :)
@@EnesKarabogayou’re being pedantic, don’t tell me you’re actually that stupid
Great vid, now we need the same thing for Berkshire Hathaway. 👍🏼👍🏼
40% AAPL, rest in banks
Bro please clean these bots in your comments
Would’ve been nice to recall the S&P shorts he made 5-6 months ago, and recap how much he lost on those.
He easily could've shorted from 4500 to 4200 lmao you have no idea if he made or lost money😅
Right now half of his portfolio is shorting semiconductors
700m loss
I believe he got out of them around November, so actually timed it perfectly
@@mikewood8695Exactly - he made money
You missed all the foreign listed stocks, biggest holdings are imperial brands and British American Tobacco
Thanks, love your content and love the 13f videos. I’ve been watching for some time now and it’s great to see you always trying to improve the channel. I also find that you have a more unbiased take on the U.S. market being from Australia. Not always but I feel like a lot of Americans let their own biases affect how they view the market. Be in politics or just world view on things.
One question, please: have you ever brought a stock because you saw a 13f?
How about Warren Buffet's 13F?
Buffett is buying Occidental Petroleum over time until he completes the buyout. I made 20% in a quarter there but fled. Buffet likes them a lot.
Has anyone told you you look like Gavin Belson from the show Silicon Valley? 😁
omg fr
great vid , it looks bury buying stocks , that will do well in a down turn , ie high unemployment
I’m interested to learn who are Burry shorting now ?
Nvidia if I had to guess, but who knows, maybe it will just keep climbing up a vertical wall🤷♂
@@Rick-the-Swift Nvidia is obviously climbing the AI hype which is still going on. Burry obviously sees that as just that, a hype/bubble.
Shorting when market was low, buying now that is high.
He's one of us
Thats the most stupid thing to do lol
Chinese stocks are not high.
Michael is making bets more than investing, he's already a multimillionaire he don't give a shit
not true. thats not his style. hes deeply obsessed with the market and its more about being right to him than anything else. sure he doesn't need the money but he gets something else out of it
That is something to keep in mind.
Michael Burry is beyond amazing. “How to grow your finance” do this
Making money is action, keeping money is behavior and Growing money is knowIedge.
I am fortunate I made productive decisions that changed my life forever (accumuIated over a MiI) through my finance-mentor. I'm a single parent, bought my house in January and hoping to retire at 53 by next year.
sear ch the name, lf you care.
*Rebecca Martin Watson*
l’m amazed to partake on this, lt has rekindled the fire to my goals.
Great video and perspective on investing!
I wonder if he actualy beats and SnP index fund? Many do not...
He never did that for a very very long time.
He predicted 2008 correctly but has incorrectly predicted downturns several times. Do not copy him.
@@pastramiking you can lose the battles but win the war. Wealth can be erased very quickly. A 40% one year S and P gain can be erased with a 29% market drop. Just as the last 100% increase can be erased with a 50% market drop. The S and P trade will be a good trade until it isn't and then there won't be enough life vests on the Titanic.
Honestly, this concerns me and has left me uneasy. Especially the potential recession. I'm unsure about my $800k account strategy, considering the uncertainty of a recession mostly.
you need a certified financial planner straight up! personally, I would invest in ETF's and also love investing in individual stocks. yes it’s riskier but am comfortable in my financial environment
Mind if I ask you to recommend this particular coach you using their service ?
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Natalie lost all my money 😢
🤖
man if i have those NZT-48 right now
Already bought Baba 😮
has he been right about anything since 08?
Semiconductors been going crazy
Some things are good for entertainment.
Awesome show🎉
I agree with his China plays. Just because we are living it up here in the USA doesn’t mean we are doing better on this side of the world. Inflation here is through the roooof! All caused by our government. I believe China will weather this storm and come out of this global recession much stronger than any other country.
Burry went short in micro conductors. Since then NVIDIA gained more than 50%💀💀💀
Burry is patient and intelligent and like many others who made a fortune. He was in the right place at the right time. So he was also very lucky.
good analysis, well done, thanks for this video!
Another day, another banger by Brandon.
If 40% of his assets under management are in the stock market where's the rest? Cash? Like where would you keep 150 million in assets under management
plz make a video on the full 13F report like you did before.
As in all the superinvestors together? Or you want to hear about every single buy/sell from Burry?
@@NewMoneyTH-cam super investors please!!
Yes super investors. Top 10 stocks they bought.
Okay I’m on it! Expect it next week 🙂
@@NewMoneyTH-camawesome!!!!❤❤
He better go short on indices too!.....
His buys definitely surprised me this quarter
Alibaba and JD will only go up if the CCP decides that it wants to have an uptick in domestic consumption instead of focusing so much on strong exports. I personally don’t see that happening, but I think a slowly strengthening economy in China could aid the stock prices of those two with an uptick in discretionary spending by consumers.
i like byd and alibaba. lots of upside and cheap cheap cheap.
Slow and steady wins the race. Consistency and long term gainz.
Long-term thesis is US stocks are in a Euphoric Super Bubble and the PEs aren't justified; whereas international equities are at a more reasonable valuation
Very informative! Keep them coming
You look like Aussie pace bowler Brett Lee
He's right but its the timing that's key
E.g. It’s obvious nVidia is about 4-8 times overvalued against any reasonable forward earnings but they can still go to $2000 before $200 so I’m not going to short them; I’m just staying out until prices get reasonable again. If prices stay insane for years there are always reasonably valued companies to buy.
he is a value investor. he buys undervalued stocks. this is why he is against buying overvalued stocks solely because they are rallying
Thanks so much for your content! I’ve learned a lot through watching your channel
All hindsight
The best bet in 2024 is BTC to go to 100k by December
I bet it won't 😊
I'd take that bet, ETF forecasts to be $150k USD by December.
Btc 90k max fomo halving 50% ratrace.
Very good video, i love these 13F analysis
Sources close to Burry have told us he lost half his money and is on full tilt now, trying to claw his way back
Dats Christian Bale aka Batman. hes already a millionaire scientist so that helps to start with
Had better be a really long view of the Chinese economy.
i find your financial content so much valuable. thank you for making these beautiful videos!
greetings from the Czech republic❤️
Cheers Simon!
CVS? I can’t invest in a company that gives me receipts longer than Rapunzel’s hair.
So, he has a 30/30/40 portfolio perhaps?
I love this Chinese confidence. Imo it’s better to let the economy slow like china has, when it comes back it’ll be bigger and better, give it a few years and that will have been a cheap entry point.
The Chinese market…I’m not sure the “recovery” won’t be just money printers go brrrr.
In case you are not aware, that's Christian Bale in the thumbnail. 😛
didnt he say this about 2023 and then said he was wrong? eventually there will be a crash, so if you say every year, eventually you will get it right. however, you will also lose out on gains.
I didnt know his portfolio is only $100M , thats really really small? Birkshire is like 3000 times bigger
You need a very long view for BABA 😅
Generational
After he has been calling for a market crash for the last 3 year?
I think no one will let him short so he is picking stocks
Okay
Why do you keep showing Christian Bale in the thumbnails?
One of these years, he’s going to be right again
New Money! Would love to see a video with the latest 13F for Super Investors!
Coming soon!
Michael Burry is also invested in water in various ways, which I think is very wise
Thanks for going deep and clearly following the logic in these videos - So many money youtubers are way over simplistic in their analyses
called the housing bust right on then blew it by betting against chips in 2023.
Michael Burry has correctly guessed 2 of the last 19 recessions predictions.
Buying at the bottom of the cup formation when ema’s are consolidating. Very smart.
You work for 40yrs to have $1m in your retirement, meanwhile some people are putting just $10k in a bitcion coin for just fe months and now they are multimillionaires.
I pray that anyone who reads this will be successful in life
Trading in Bitcoin now is the wisest thing to do now especially beginner....
Trading without professional guide...Huh I laugh you, because you will remain where you are or even make huge losses that will stop you from trading, this has been one of the biggest problem to new traders
You're right! I have lost a lot trading all by myself without a guide. It's been an uneasy ride for me. Who is your mentor please. how can i reach her i really need help in this bear market now?
I know someone who can help you Naomi Tyler
+197
Markets can stay irrational for longer than you can stay solvent. John Maynard Keynes
True quote but Keynes didn’t say it. It was Gary Shilling.
@@johnbrion4565 I knew they saying but not who said it so I googled it and Keynes came up
Bury will definitely have sold his stocks in the last quarter - this was a short term play for a bounce based on oversold conditions - We're about to have a huge stock market crash and Bury, I am sure, will be in on a big short
I’ve been hearing every year literally every year for decades that this year will be a huge market crash. Stfu.
yeah but the Chinese stock market is already in the toilet. Seems like a good time to go long
Don't regret missing the best opportunity in the last 20 years
Snp is trading at near 20 year low in terms of earnings per share imo we see 560 by August dump after maybe. Ai can send then market to the moon literally
In July 2022, Michael Burry said the year 2023 would be worse than 2008
And then in 2023 you saw the largest bank failure in nominal terms in history....
@@nonexistent5030lol, s&p had a great year. who cares about some smaller banks. even the big ones increased in value big time!
@@nonexistent5030 All I saw was me earning a million dollars last year and two million this year
@@nonexistent5030that was only fixed because the FED had to make the “bank term funding program” that provided liquidity to banks. This program will be terminated at the end of March 2024.
He probably puts opposite bets on his own portfolio but has hired fund managers who manage his funds for him and have opposite bets. He is using his social media and fear mongering to his advantage.