Burry Warns AI Debt Expansion Could Drag Long-Duration Bond ETFs, EDV
Michael Burry warns that AI-driven debt expansion, inflation volatility, and oil rising toward $100 may push long-term yields higher, pressuring long-duration ETFs such as EDV. With the 30-year yield above 5% for 27 trading days in 2026 and a stressed Treasury basis trade, EDV faces potential price declines if rates stay elevated and volatility persists.
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