저자: AndrewVargas—영상은MichaelBurry팟캐스트출연후기형식 · 외국인
요약 보기
Michael Burry가 팟캐스트에 출연해 팔란티어·엔비디아·AI를 과열로 보고 비관적 입장을 밝혔다는 내용을 두 진행자가 평가한다. 버리는 팔란티어 공매도 규모가 약 1000만 달러였는데 언론이 10억 달러로 부풀렸다고 주장했다고 전해진다. 버리는 비트코인을 사기로 보고 금·은을 보유 중이며, 2년 내 하락을 예상한 것으로 언급된다. 진행자들은 버리의 주장에 일부 동의하지만 팔란티어의 정부 지원과 강한 정치적 연결 때문에 공매도가 어렵다고 본다. 영상 자체는 구체적 매매 권유보다 논쟁적 분위기의 잡담에 가깝다.
다듬은 글
Michael Bur finally came on a podcast which is pretty great to see because he's never on. I took a a good listen to it and it was interesting. We could talk about Palunteer. We could talk about Nvidia, the stock market, the housing market. Uh but one thing I wanted to point out about that uh podcast, it was his voice did not match what I expected.
Number one, the way he looks, I thought I was going to get someone with a really deeper voice for some reason. It was very high pitched, very like like uh nerdy, but obviously he's a freaking genius. So I trying to call Michael Bry a [ __ ] You're trying to call Michael Bry a [ __ ] No, no, no. That guy's badass.
I wasn't expecting that form, but he came off super cool, friendly, like someone that actually would do really well on a podcast. And I was surprised. He came off pretty charismatic. He came off pretty He's like, I don't do good on these things. And he did pretty damn good. Like he was actually interesting to listen to.
Yeah. So I don't He didn't seem like a He wasn't like a weird autistic guy being like uh uh you know way better than Elon Musk. Way better than Elon Musk. Way better than Peter, bro. I dude I watch him. You know why? Because he leans into it. He thinks it's like cute. It's It's kind of cute that I'm like a little autistic and it's like dude like I don't think he was and he just like leaned into it and now he's like stuck acting like a [ __ ] autist.
But anyway, no I think he is. But I I found Michael Bur really cool to listen to and I was like, "Wow, I want to hear more from this guy, even though I've always liked hearing from him." Uh, some things I disagreed with the big audience of what they try to picture him as, like you sometimes and your friends, but we can get into that right now.
What did you think about Michael? Um, well, like we said, very eloquent, like like super charismatic, genius. Yeah. I mean, yeah. I guess I also didn't I think I've heard him talk once before, maybe, but I guess I wasn't too surprised about his voice. Never have. Like, he's a finance guy, dude. I'm not expecting a finance guy to sound like a [ __ ] Chad.
You know what I mean? Like, I'm not expecting that. They do. They do. A lot of them do sound like Chads. The ones that make it up there, do they? Yeah. Well, the ones I've met. Yeah. All right. Well, guess what? Those guys aren't Michael Bur. That's why they're not up there up there. Okay. Okay, that's that's true.
I mean, well, some of them are actually up there. I'm talking about like uh high up guys at Goldman, but moving on UBS. Anyways, um Mike Bur. No, so off rip. Um I love how it's Michael Bur versus Palanteer. I love how he is this like symbol for taking down Palunteer. And so what does Palanteer represent?
Palanteer represents uh to some people it represents the deep state even though they claim that they're fighting the deep state. You know, they represent like a Trojan horse kind of thing. You know, nobody trusts them. Now they do. Now now that's what the the the the branding of it is now. It wasn't before.
That wasn't what the audience nobody knew they existed. Nobody knew they existed. And they also weren't providing the AI technology for the facial recognition to uh bomb the Palestinians before then. Right. So once they started doing that, that's what Palunteer has been doing. And guess what? Israel is pissed.
Israel is pissed. Why? Because it's not even working talking about it. No, because their [ __ ] doesn't even work that well. That's not like, you know. Are you sure Palanteer is out there? I think it is. I actually did hear that. No, it is out there. But but Israel is mad. Uh their their [ __ ] is not working that well.
Oh, sorry. This is with Andrew, which is Palanteer at Jason. Andrew is not Palanteer. It's Palanteer adjacent. Peter Teal pretty much is like, you know, this he's like the Tony Stark of the MCU. If if if we're talking uh American deep state military-industrial complex, CIA, like it's the MCU. Peter Teal is basically Tony Stark, you know?
Lucky. Tony Stark. Yeah. No, I'm I'm making it cool right now. Elon Musk, too. Elon Musk, too, though. Elon Musk mafia people. Elon Musk is like Bruce Banner. He's like the Hulk. Okay. Weird. Weird. Why? Because he's just Well, he's another genius, too. You know what I mean? But I I I know. I know you.
No. You know what? Sorry. Sorry. Peter Teal is like Nick Fury. Don't know who that is. He's Sammy Jackson. He's the black dude that put them all together. You put all the Avengers together. And then you're right. I I only I only watched one movie of the Avengers, so I don't really know who that is. All right.
What I'm trying to say is that all of these all of these heroes, they relied on Tony Stark for technology and stuff like that. Right. Peter Teal funded Andrew. Like he found Palmer Lucky. He's like, "Dude, you're a genius." And if I'm not mistaken, Palmer Lucky said it on Joe Rogan that uh you know, through through Peter Teal, he was funded, you know.
Um Yeah. It's like Inutel sort of. Yes. Exactly. new the new Inkutel. Um, but Palmer Lucky had created I'm not not saying like, oh, he's just a puppet of Peter Tal. No, there's people that say that kind of stuff, but no, Palmer Lucky had created Meta um goggles like the things that they're selling the the Oculus Rift, the Oculus, the Meta Goggles.
Meta bought him out for like a billion dollars, you know, and so but apparently, and I could be wrong, but apparently the Israelis or maybe the Ukrainians or somebody is not too happy. Ukraine. I think it's more in Ukraine war, dude. Um, I don't know, dude. I think it's both, but I think it is the Ukrainians that are mad.
I think the Ukrainians would be the ones that have the audacity to be like, "This is not working," you know. Um, so, uh, so but yeah, apparently the the the thing is not working too well, but that's still with time, you know. Um, but yeah, so that's another Michael Bur Michael Bur did say on that podcast that uh, the media blew it out of proportion that he didn't really uh, shorted a billion dollars.
That was based on the the right. It was like 10 million at that time or like 7 million. It was less. It was Yeah, it was little. It was nothing compared. I think it was 10 million. It wasn't a billion, but the media Yeah. They used the the stock price at the at the time that that happened and they they they multiplied it by all the shorts he did and they called it a billion, but it's really not a billion.
It was really 10 million. Yeah. But all that did was kind of show his hand a little early because he does feel that way. [snorts] Yeah. Because AI, he doesn't think AI is as um he thinks it's like the dot era. Same thing with Nvidia. Um, and he [ __ ] on Bitcoin, which I was kind of happy to see because the the the Bitcoin bros are against the stock market, but he [ __ ] on Bitcoin because I saw in a in a statistic that 87% of the NASDAQ, the way where wherever it goes, uh, that's 8 87% of it is correlated to Bitcoin, except when the NASDAQ falls, Bitcoin goes down even further, more severe, and goes up in an even more advanced way.
So, it's all interconnected. But Michael Bur [ __ ] on Bitcoin. Yeah. Yeah. Also, no, I I I saw that which I found very interesting as well. He says it's a scam. It's a waste. Don't even bother. He's been holding gold. He's been buying gold. Yeah, he's been holding gold and silver. He's very very uh open about it.
Um and and yeah, he seems pretty confident with his position on on on Palunteer, which is very interesting. And again, I like I said, uh, you know, just because people that don't know too much about this are kind of rallying behind Michael Bur because he kind of represents this thing of like, oh, th this this company's not actually worth what it's worth.
You know what I mean? Like, uh, just because that's going on doesn't mean that he's wrong. You know, he is right. You know, people said that about Tesla for years, but Tesla eventually turned a profit, but it didn't turn a profit for years, and it stock was very, very high, I believe. years. Yeah, my friend.
It's um you might know a little bit more about that than I do, but I was just saying like, you know, so who knows what's going to happen, but I like I said, I I do very much enjoy that, you know, Michael Bur is very openly talking about these things and and uh you know, I love the memes that people make of the Christian Bale character portrayal.
Like like for example, I think we talked about this a little bit or maybe no, it was with my friend. I'm trying to get my friend on the podcast, the economist that you don't agree with. I think that would be an interesting podcast. He's an economist. Are you sure he's an economist? Yeah, he graduated in Penn State with for economy.
Okay, good. Is that he's practicing? No, no, no. But but he's he does like he is up to date with everything, but he's a filmmaker as well. He's a filmmaker as well. All right. He's not an economist then. Moving on. I'm just kidding. Like maybe he is. I guess he is. Uh he he's probably right. He knows more than I do, I'm sure.
But I I've been investing for quite a bit, but I'm not I'm nothing compared to like like I I hired a financial adviser like uh maybe three years ago, but before that I was investing for like eight years on my own. But anyways, he's way more advanced than I could ever be and I couldn't even talk about this.
But their earnings per share ratio on the Tesla stock was like out of this world. Stupid. It was stupidity. And somehow it caught up and everybody [ __ ] on Tesla. Tesla is doing really well. a lot of subsidies from the government. I think Palunteer is in the same boat. It's even worse in some way. They're kind of relying on the government on the subsidies from the government.
Yes. And that's why it's hard to freaking short it or that's hard to um it's hard against it because the the US government military industrial complex that you were talking about is backing it. So, like, is it really going to fall? But we're dealing with something that is like like while Trump might be part of the military-industrial complex and the deep state, right?
Um, while that very well, it may is true, whatever. Um, anything could happen at any moment. Like this administration is so flip-floppy and wishy-washy and so like uh spur of the moment that for all you know out of nowhere they could cancel their contract with Anderil and Palanteer out of nowhere. Not with Peter Teal.
No, Peter Teal and him are too close. Maybe you're right. May maybe I I I underestimate how how deep Peter Teal is with all of this. He sounds like a chill guy, by the way. I would totally totally uh sit down with Peter Teal. Peter Teal and I'd be like, "Listen, uh, I I know you're talking a lot about the Antichrist, and I think that's great.
I think that's the I think that's a good move. How would you feel about a movie about the Antichrist?" You know what I'm saying? How about we make a movie jammers in it? Yeah. How about we put the Antichrist in Jammers, Mr. Teal? You know, um, but but yeah, they're tripping. I'll tell I'll tell you something right now.
Pal if Palanteer needs one thing is they need an aspiring young filmmaker producer to let the youth love them. Okay. The youth wants to love the youth wants to love the technocratic elite. Let us love you. Okay. But you got to give us some love back. Technocratic elite. That's that's kind of true. Um yeah.
So he's against it. I think he said in two years he's thinking it's gonna go really under. I think I think that's what he said, right? years. Yeah. Which is interesting, dude, because I own quite a bit of it. Yeah, that's why I've been But I've been I've been But I've been shaving off of uh my my my holdings of it for the last two and a half years because I bought it at seven or nine dollars.
You and every time I didn't know anything about the stock really. So, think about it. If you're doing that, think about how many other people are doing that. Yeah. But, you know, it's good to get your earnings in, but it's true. like it really isn't making that much money at all. Uh yeah, it's actually looks really bad on on paper.
U the the actual financial paper of it is bad. But the projection what was that thing he was saying was like the projections from from what he sees on paper compared to how many billionaires are running it. [clears throat] Oh yeah. Yeah. Yeah. Five billionaires are running it. So he thought that was interesting.
But that I don't No, I don't know if I agree with that because the PayPal mafia created everything and there's like multiple billionaires in that and they all jump around to different companies that we're talking about. That's my point. That's my point. So, can you bet against the PayPal mafia who's now um really connected to the White House?
I don't know. That's what he's saying. Yeah, that's what that that's why that that's why the backlash from Alex Karp. How dare you bet against the PayPal mafia [ __ ] [ __ ] You know what I mean? That's why the backlash. It's because that's what Michael Bur is doing, which is what I was saying. It's kind of a big deal.
It's very, very interesting. Yeah. And he also said there's no clear sight. Like he he doesn't know exactly when the stock market is going to fall because he alluded that it's kind of like the dot era. Uh but he didn't know exactly when the peak is. And that's the scary part because if you listen to people like Michael Bur too much,
people [snorts] like yourself or myself or younger than us will never invest until it happens. And it could be tomorrow or it could be 10 years from now and they just missed out on 10 years of gains. But I don't think I don't think it like I don't think it it turns into that because that doesn't this doesn't make me want to not invest.
It makes me be more realistic with how I should invest. Do you understand what I'm saying? I mean if if I mean yes and no because like a lot of people that are following Here's the thing. It's not even Michael Barry's fault. It's all the Michael Barry Bur uh memes that are seem popular. They take a lot of what he says out of context and they just f everybody up.
They mine f him and then they they they're all fear-based. But what they at least should do is buy gold or buy silver, buy ammo, buy whatever. But a lot of this I think is fear-based. Not Michael Bur the memes. And it and it destroys people's future. The memes are funny. The memes are funny. It's like seeing that 95% of items on Black Friday were financed
just to do that. Yeah. That's bad. Yeah. Yeah. Yeah. So, people were posting the the Christian Bale meme where he's like like looking at the computer, you know, from the movie where or he's like is his face like
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