Michael Burry predicts Disinflation, Supply Glut, & Retail Downturn

Michael Burry has recently predicted a retail downturn arising from an inventory glut. He has alluded to the idea that retail companies – such as Target – have amassed significant inventory (both due to supply chain lags and due to issues with accurately predicting demand). This has also raised issues with how inflation and interest rates have adversely impacted demand. Michael Burry has then noted that this might result in some discounting and disinflation.

* Simply Wall St Exclusive DISCOUNT: https://simplywall.st/?via=mark
*Check out my substack: https://financemark.substack.com/
* Skillshare: Get a month of free access: https://www.skillshare.com/r/profile/Professor-Mark/657649567?gr_tch_ref=on&gr_trp=on
* Sharesight: Get a month free and a free trial: https://www.sharesight.com/financemark

* Investment Valuation: https://amzn.to/2LUwYQW
* Venture Capital & Private Equity: [US] https://amzn.to/3l1oTvs . [AU] https://amzn.to/3pMyHfB
* Regression Handbook & Econometrics: https://amzn.to/3v22Asg

Time stamps
* 0:00 Overview
* 0:47 Michael Burry predicts disinflation and a retail downturn
* 5:34 Retailers’ financials
* 11:47 Investment implications
* 14:01 How will this impact the Federal Reserve
* 15:05 Overall thoughts

#MichaelBurry #Retail #Disinflation

Support this channel =) https://sydneyfinanceacademy.teachable.com/p/investment-academy

* Portfolio Management: https://sydneyfinanceacademy.teachable.com/p/portfolio-management
* International Finance: https://sydneyfinanceacademy.teachable.com/p/international-finance
* Valuation: https://sydneyfinanceacademy.teachable.com/course/investment-valuation-fundamentals
* Options, Futures, and Derivatives: https://sydneyfinanceacademy.teachable.com/p/options-futures-derivatives

Razer Seiren Mini: https://amzn.to/2Sbmtz2
Logitech c922: https://amzn.to/2xDUfTs
Softlight setup available here from Amazon: https://amzn.to/2xHVEbF
Wacom writing tablet: https://amzn.to/2YHmyeK


Leave a Reply

Your email address will not be published. Required fields are marked *

  +  76  =  79

Stay Tuned
Contact us for more info
No, thank you. I do not want.
100% Secure App.
Powered by