Michael Burry: Long Farms, Agriculture, Gold, and Some Housing

By Paul Kedrosky · September 7, 2010 · ·

From Bloomberg TV, two clips of Michael Burry (of “Big Short” fame) talking about his current ideas. Turns out he is long farms, agricultural products, gold, and a teensy bit of housing. And apologies in advance for the over-perky hosts. It’s TV. [-]

Clip 1

Clip 2

Related posts:

  1. California Housing: Good as 1988 Gold
  2. Housing Papers from KC Fed Jackson Hole Meetings
  3. Either Gold is Overvalued. Or Everything Else is Undervalued. Or Something Else.
  4. Food Prices and Romanticizing Agriculture
  5. Housing Turning a (Small) Corner

Comments

  1. Mike says:
    July 20, 2011 at 11:30 am

    But keep in mind that Michael Burry now has many hundreds of millions of dollars and so wants to protect them. He now is in a different mindset than the normal investor or trader. He is in protection mode.

    Mike in Michigan