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Valuetainment

"This Is Cold War 2.0" - Michael Burry PREDICTS China–U.S. Escalation After Venezuela Clampdown

Valuetainment

Valuetainment Episodes

Business

4.81.7K Ratings

🗓️ 8 January 2026

⏱️ 15 minutes

🧾️ Download transcript

Summary

Patrick Bet-David reacts to Michael Burry warning that markets are missing a major shift. From Venezuela to China, oil collateral, and Taiwan, Pat explains why this is not about one raid, but a Cold War level move that Wall Street is badly underpricing.

Transcript

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0:00.0

So big short, Michael Burry says markets are missing a trick as the Venezuelan raid just changed the game.

0:06.6

Okay. And to me, it's not even the Venezuelan game. Well, it's kind of geopolitics.

0:11.2

Yeah, that makes sense. So Michael Burry says U.S. and a rate of Venezuela is much bigger than the markets here.

0:16.1

The big short of messer said, who recently pivoted from running a hitch fund to writing on substack,

0:21.4

publishing a post nearly early Monday saying the game just changed in the mid to long term

0:27.1

and markets are not pricing in all that they may of this weekend's events.

0:32.2

This is a paradigm shift despite the markets yawning.

0:34.9

He later wrote on next.

0:35.9

Benchmark oil prices climbed less than 1% on Monday,

0:38.4

and U.S. took futures, opened higher. After the U.S. captured President Nicholas Maduro over the weekend,

0:44.6

and President Trump, America run the oil-rich country. The seizure was a shot across China's bow.

0:52.4

Burry wrote pointing to billions of dollars on loans that China has made to Venezuela under its belt and wrote initiative, which were collateralized using future oil output that is now in the U.S.N.

1:04.6

The investor who shot the fame after the president bet in 2000 housing bubble was featuring a book, The Big Short, wrote that China may now have a blueprint for how to take control of Taiwan, but must be in awe of Trumpian America's infuriating gall and decisive power.

1:20.7

Burry said that China stock strike him as somewhat riskier, now in terms of running a foul of sanctions.

1:27.2

He wrote that Alibaba

1:28.1

Baidu and other potential sanction targets could be in for some volatility of China escalists.

1:33.3

Yeah, I think something's going to happen. I think one of these big things could potentially

1:38.6

happen because you are literally suffocating these people right now. Go ahead, Brandon.

1:42.7

Yeah, I mean, when it comes to what's more strategically important

1:46.0

between Venezuela for us or Taiwan for China,

1:50.5

I mean, it's probably Taiwan that's more strategically important.

1:53.2

Like, it'd be a bigger blow to the U.S.

...

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