Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544
Description
Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.
In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets.
(1:05 ) Steve's view of the economic landscape
(3:13 ) How to invest in AI
(8:08 ) Infrastructure beneficiaries
(14:15 ) Steve's take on the election
(17:43 ) The impact of policy on markets
(22:39 ) Other market and crypto commentary
(27:15 ) Financial innovation & leverage
(29:57 ) Steve's most memorable investment
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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