Jason Friedberg
speaker
803 appearances
8 recordings
2 series
first heard Jun 2024
last heard 8 Jun
Jason Friedberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Nov 2025 with 3.
Appearances
So you guys know
Obviously, Michael Burry, he's the capital allocator from the big short, and he just deregistered his firm with the SEC.
He made a big bet against AI and Palantir.
He disclosed the shorts against Palantir a couple of weeks ago.
They weren't huge.
CNBC apparently reported that the value was like $900 million.
Burry says CNBC was wrong, that it was just $9 million.
But he had a really interesting...
I think maybe it's the cost of the shorts versus the value of the stock that the shorts represent.
No, it's because there's 100 shares per option.
Oh, I see.
Yes, because the options have 100.
They applied a multiple and they got it wrong.
Okay.
So the math, the calculator.
Yeah.
And to your point, there is a ramification of it, which is it created a headwind against the already AI bubble, which was deflating after Brad Gerstner popped it.
Oh, there you go.
Conspiracy corner.
Let's get our tinfoil hats on.
Showing 181–200 of 803 · page 10 of 41
← Previous
Next →