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Michael Burry made his name by doing a deep dive on mortgage backed securities. He knew what he was talking about because he crunched the numbers before he attr
by jackcosgrove 6y ago
Michael Burry made his name by doing a deep dive on mortgage backed securities. He knew what he was talking about because he crunched the numbers before he attracted attention.
How that experience translates into macroeconomic forecasting, such as when he said farmland was the next big play, or now passive investing is bad, I don't know. Has he crunched the numbers, or is he using some theoretical framework to try to predict macroeconomic events? In any case his words attract a lot of attention now, even when he may be speaking outside his areas of expertise.