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Legendary investor Michael Burry, known for predicting the 2008 housing crash, has made significant changes to his stock portfolio in Q3 2024, cutting his holdings from $102 million to $53 million. This video explores Burry’s shift away from U.S. stocks, including his reduction in banking, energy, and industrial sectors, and his increased investments in Chinese tech companies like Alibaba and Baidu. Is this a signal of growing caution or a contrarian bet on undervalued opportunities?

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27 Comments

  1. Thank you for being so succinct. 🏆
    (Huge cumulative efficiencies when content providers prioritize viewers' time instead of feeding YouTube's algorithm.)

  2. seriously…. this is OLD — – chia just did a capital infusion to its economy… clearly you are not aware of this HUGE NEWS of a few days ago
    SAD…. 209K subscribers – – and you are peddling prerecorded videos or you simply don't watch the World News…

  3. Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2024 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

  4. Do you think it's a good time to consider selling some stocks too, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.

  5. The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.

  6. Seems like P/E valuations are a significant driver of Bury's decision; he's following the value where it's priced most opportunistically. Also, if we have a .618 Fibonacci retracement within the current Elliot Wave on the gold spot price chart I think he might buy back in a little bit (I think he took profits on gold but knows we are in the early stages of a secular bull market in precious metals).

  7. I'm from India and the market is down by 38% if u consider the previous predictions !!! Things aren't right The US government is hiding something !!! Governments all over the World are strengthening Forex as if they are preparing for some sort of Upcoming Crisis.

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