DiscoverThe Meb Faber Show - Better InvestingSteve Eisman’s Playbook for the AI & Infrastructure Boom | #544
Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

Update: 2024-08-021
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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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For detailed show notes, click here

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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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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here

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Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

The Idea Farm