Subject: Re: “Big Short” bet against BRK
And to be fair, that might be a smart trade

May be, or may be not. If I were him, I would try to short a basket of shitty insurers (mostly life insurers) that loaded up on private credit for extra yield and would specifically exclude Berkshire from the list. And who knows? Market may very well distinguish between Berkshire & others in the sector during a period of stress.