If you've been wondering what Michael Burry has been up to lately, you're about to find out. The investor who became famous for predicting the 2008 housing crisis announced on Monday that he'll be sitting down with Michael Lewis, the author who chronicled his prescient bets in "The Big Short."
A Reunion 10 Years in the Making
Burry shared the news on X (the platform formerly known as Twitter), revealing that Lewis will interview him as part of a special podcast series called "Against the Rules: The Big Short Companion." The timing is deliberate: December marks the 10th anniversary of the film adaptation and the 15th anniversary of Lewis's original book.
"Author Michael Lewis has a terrific podcast called Against the Rules," Burry wrote, noting that it's available on platforms including Apple Inc. (AAPL) and Spotify Technologies SA (SPOT).
"Michael is interviewing me very soon for the 10th anniversary of the movie $TheBigShort and the 15th anniversary of his book. This will be part of a series of podcasts called Against the Rules: The Big Short Companion," Burry explained, also mentioning an upcoming audiobook narrated by Lewis himself.
The Big Short's Cultural Impact
The original film, which hit theaters in December 2015, turned the complexities of mortgage-backed securities and credit default swaps into compelling cinema. Starring Christian Bale as Burry alongside Steve Carell, Ryan Gosling, and Brad Pitt, the movie dramatized how a handful of investors spotted the housing bubble that nearly destroyed the global financial system.
Lewis's 2010 book laid the groundwork, detailing how Burry and others navigated the collapse of the U.S. housing market and profited from what most of Wall Street refused to see coming. The story resonated because it captured something essential about markets: sometimes the consensus is spectacularly wrong.
Closing Up Shop With a Bearish View
While we're waiting for the podcast, there's been another significant development in Burry's world. He's officially closed Scion Asset Management, LLC, his hedge fund. The firm was terminated as an SEC-registered investment adviser on Nov. 10, 2025, marking the end of an era for one of finance's most closely watched contrarians.
Before shutting down, Burry's final positions told an interesting story. Regulatory filings revealed he held substantial bearish bets against AI-focused companies, including Nvidia Corp. (NVDA) and Palantir Technologies Inc. (PLTR). It's a move that signals Burry remains skeptical of high-flying tech stocks, even as artificial intelligence dominates market narratives.
The irony isn't lost on anyone: the man who saw disaster coming in subprime mortgages appears to have concerns about today's AI boom. Whether he'll discuss these positions with Lewis remains to be seen, but it would certainly make for compelling conversation.
What to Expect
The podcast series promises to offer fresh perspectives on events that reshaped how we think about financial markets and risk. With a decade of hindsight on the film and 15 years since the book's publication, there's plenty of ground to cover. How has Burry's thinking evolved? What parallels does he see between then and now? And what does someone who bet against the entire housing market think about today's market conditions?
For anyone interested in markets, psychology, or just good storytelling about finance, this reunion between Burry and Lewis should be worth the listen.