The Joseph Carlson Show cover image

Michael Burry Says We're In Another Bubble

The Joseph Carlson Show

00:00

Portfolio update and recent sell-offs

Joseph reviews his portfolio changes and explains recent SaaS and big tech sell-offs driven by AI and capex concerns.

Play episode from 02:47
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app