About this episode
Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss: A sales slowdown The Home Depot. Why the home retailer has “an incredibly high” return on invested capital. Credit downgrades for regional banks. Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value. Companies discussed: HD, MTB Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices