「The Big Short」 Michael Burry Warns of Long-Term U.S. Treasury Bond Fallout, Facing AI Debt Surge, Oil Price Nearing $100, and More Pressure

July 24th, Michael Burry, the prototype of "The Big Short," posted stating that close attention should be paid to the long-term trend of U.S. Treasury Bonds. Various factors such as the rapid expansion of AI-related debt, increasing inflation volatility, unstable basis trading conditions, and the resurgence of oil prices to nearly $100 are putting pressure on the U.S. Treasury market.

He mentioned that it is currently uncertain how long the private equity and private credit markets can hold.