Eisman: AI, Not Rate Cuts, Is the Real Market Story
Update: 2025-09-19
Description
Steve Eisman, who famously predicted the 2008 housing crash, isn't so bearish now. He believes upcoming Fed rate cuts will be mild with minimal market impact, especially on housing. Instead, Eisman is focused on AI as the major market driver, particularly the energy sources powering AI hardware, making nuclear energy a surprising area of interest.
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