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← The Pulse · week of Oct 5–11
PodcastRoom to RunOctober 11, 2026

The Big Long: Michael Burry, Treasury Yields, and Small Caps

Host Robert Ross discusses Michael Burry's bearish AI stance and Lululemon loss, why he favors index funds, AI toll takers, Bitcoin and small caps, and a listener's question on Treasury yields peaking.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.