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Prof G Markets · Nov 6, 2025 · 30 min

Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet

Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, business and finance editor at Semafor, joins the show to break down how Wall Street is responding to the NYC mayoral election results. Sign up for Liz Hoffman’s newsletter Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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show notes

Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, business and finance editor at Semafor, joins the show to break down how Wall Street is responding to the NYC mayoral election results.  

Sign up for Liz Hoffman’s newsletter

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram and X

Follow Scott on Instagram

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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