Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

Appearances

newest first · ▶ plays the moment

Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors · Michael Burry's 2026 Portfolio Doesn't Exist: Steal His 3-Step Method Instead · 10 Aug 2026 podcast

And what he has published describes a man buying established businesses and covering shorts, not one hiding in cash. matched

And that fits the method he has run for twenty-five years, mostly long, raising cash by simply not deploying when things get a little rich, and buying puts on the fulcrum points of a mania as a hedge. matched

Sized in premium, he can afford to lose entirely. matched

That's not a recession portfolio. matched

That's a value book with a cheap tail hedge stapled to it. matched

And nobody is selling that to you, that video, because it doesn't get the clicks. matched

So the entire genre of content built on this signal is fiction, which is great news for you because the truth is more useful than fiction. matched

And almost nobody is telling it except for right now. matched

Now let's go back and get the original story right because the movie got you the drama and skipped the mechanism. matched

Everybody thinks the big short was a macro call. matched

That Bury looked at housing, decided it was a bubble, and then shorted it. matched

Well, maybe, but that's not exactly what happened. matched

What happened is that Michael Burris sat down and read the loan documents, thousands of pages of mortgage prospectuses that by his own account nobody else on Wall Street was reading. matched

Not the people who packaged them, not the people who rated them, not the people who bought them. matched

And inside these documents was a contract, specifically a structure called a two hundred twenty eight arm, a teaser rate for two years. matched

Then it resets to a floating rate for the remaining twenty eight. matched

Burry didn't have to forecast a recession. matched

He didn't have to predict unemployment or GDP or when the Fed would move. matched

You just had to read the reset date. matched

He knew, not believed, knew. matched

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