The man who figured out the 2007 housing bubble in 2005, Michael Burry, subject of the book and movie, "The Big Short"
“Michael Burry is focusing all of his trading on one commodity: Water.” This is a perplexing statement, because unlike other commodities like oil, cotton, or silver, there is no market to trade water.
“Fresh, clean water cannot be taken for granted. And it is not — water is political, and litigious” – Michael Burry
He prefers water-rich farmland away from large governmental and infrastructural limitations. Burry has said in interview: “What became clear to me is that food is the way to invest in water. That is, grow food in water-rich areas and transport it for sale in water-poor areas.