The Big Short's Michael Burry says he has found the next market bubble

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Michael Burry, one of the first investors to call and profit from the subprime mortgage crisis, is seeing a similar bubble in passive investing, according to Bloomberg News.

Passive investments are inflating stock and bond prices in a similar way that collateralized debt obligations did for subprime mortgages more than 10 years ago, Burry told Bloomberg News."The theater keeps getting more crowded, but the exit door is the same as it always was. All this gets worse as you get into even less liquid equity and bond markets globally," he said.

"Like most bubbles, the longer it goes on, the worse the crash will be," said Burry. "This is very much like the bubble in synthetic asset-backed CDOs before the Great Financial Crisis in that price-setting in that market was not done by fundamental security-level analysis, but by massive capital flows based on Nobel-approved models of risk that proved to be untrue."

as more investors shun stock-pickers and flock to index funds, according to Bank of America Merrill Lynch. Equity passive funds alone have ballooned to a more than $3 trillion market in less than 10 years, according to Morningstar. These funds mirror just about anything that can be tracked. They include indexes such as the S&P 500 or the Russell 2000.

 

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Captilism? Japan? EU? State Pension Plans? Corporate Debt? 2nd Housing Market Crash? I can go on...

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I am 100% positive I heard your own Brian Sullivan talking about this multiple times over the past couple years. Where’s the credit for SullyCNBC

TheDebtExchange says prices of loans backing CMBS decreased in July BusinessWire

Should be *reverse: 'When the massive inflows into passive vehicles reserve'

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Ericardo4

Truth.

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