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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.
Appearances
Is set dressing.
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And notice, he ran that exact same playbook again in 2025.
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He didn't short NVIDIA with borrowed shares and unlimited downside.
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He bought puts.
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He spent $9.2 million of premium, a defined survivable number.
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Same discipline, 20 years apart.
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The man never bets the farm.
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He rents a lottery ticket on someone else's contract.
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Now here's the chapter nobody wants to talk about, and it's the most important one for you as a fund manager.
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Burry was right, and being right nearly destroyed the guy.
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He put the trade on and it went against him for a long time.
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He was paying premium every single month on those swaps, bleeding, while the housing kept going up and his markets kept getting worse.
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His investors revolted.
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They demanded their money back.
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They accused him of style drift.
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Some of them even sued.
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He had to fight to stop them from pulling capital out of a trade that would eventually go on to make enormous returns.
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He had the right thesis, he had the right instrument, and he had the right date.
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And he almost lost the fund anyways because his capital structure wasn't built to survive until the date arrived.
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Let me say that again.
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Showing 121–140 of 4,581 · page 7 of 230
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