The Big Short’s Michael Burry Sees a Bubble in Passive Investing

The video discusses weekly ETF flows, highlighting gold as a top performer due to market volatility and political events. It examines sector and geographic trends, particularly in China, and explores the impact of passive investing on market dynamics. The discussion also covers high yield and junk bond investments, emphasizing diversification and yield opportunities.

How are defensive sectors performing in the current market environment?

In what ways are investors responding to the trade fight with China?

What trends are observed in the flows of China ETFs in the third quarter?