YouTube host — macro & Bitcoin
Media
4 dated public stances tracked since 2025-12-17, most recently 2025-12-17. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Mark Moss's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Mark Moss is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-12-17 | SPX | bullish | +0.2% | +13.1% | — |
| 2025-12-17 | PLTR | bullish | -12.5% | -24.0% | — |
| 2025-12-17 | NVDA | bullish | +6.4% | +24.4% | — |
| 2025-12-17 | BITCOIN | bullish | -14.2% | -23.1% | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bullish | 2025-12-17 |
| NVDA | 1 | | 1 bullish | 2025-12-17 |
| PLTR | 1 | | 1 bullish | 2025-12-17 |
| SPX | 1 | | 1 bullish | 2025-12-17 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-12-17
SPX
bullish
Michael Burry · video
Burry placed a $1.6 billion short against the S&P 500 in 2023 based on bearish macro outlook, but Moss presents this as a failed value-framework bet that cost investors returns
“he did a $1.6 billion bet against the S&P 500 and it went up 20%”
90d +0.2% · 180d +13.1%
Michael Burry Warns of a Crash Worse Than 2000 — AI, Tech, Bitcoin
2025-12-17
PLTR
bullish
Michael Burry · video
Michael Burry shorted Palantir as part of his AI bubble thesis, but the position failed as the stock surged, illustrating Burry's flawed value-investing framework applied to liquidity-driven assets
“He shorts Nvidia, he shorts Palantir right before they explode higher”
90d -12.5% · 180d -24.0%
Michael Burry Warns of a Crash Worse Than 2000 — AI, Tech, Bitcoin
2025-12-17
NVDA
bullish
Michael Burry · video
Michael Burry shorted Nvidia citing AI bubble driven by hype and circular financing, but Moss presents this as a cautionary tale of a failed framework, not an endorsed view
“He shorts Nvidia, he shorts Palantir right before they explode higher”
90d +6.4% · 180d +24.4%
Michael Burry Warns of a Crash Worse Than 2000 — AI, Tech, Bitcoin
2025-12-17
BITCOIN
bullish
Michael Burry · video
Bitcoin is monetary infrastructure and scarce collateral responding to endless government money printing and financial weaponization, making it fundamentally different from speculative tulip-mania assets
“Bitcoin isn't a trade that you time. It's a response to this broken monetary system”
90d -14.2% · 180d -23.1%
Michael Burry Warns of a Crash Worse Than 2000 — AI, Tech, Bitcoin
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