00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Michael Burry warned Thursday that rising oil prices, heavy artificial intelligence borrowing
00:07and pressure in long-term treasury bonds could create broader market stress. In a post on X,
00:12Burry pointed to AI's debt explosion, inflation volatility, the treasury basis trade in oil
00:17nearing $100, while warning investors to watch the long bonds. He said private equity and private
00:24credit could face mounting pressure as higher bond yields expose debt structured for lower
00:29borrowing costs. Burry also highlighted the growing amount of debt issued to finance AI
00:34infrastructure, saying it competes with heavy treasury supply. He added that elevated oil
00:38prices and rising long-term yields could tighten financial conditions and determine how long
00:43the current market rally lasts. For all things money, visit Benzinga.com.
