Steve Eisman on the Three Big Macro Stories of Our Time

2024-04-05 · 49 min · 13 entities

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→ appeared on Odd Lots podcast

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Steve Eisman on the Three Big Macro Stories of Our Time
→ discusses Business concept

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→ hosted by Bloomberg company

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Feed category: News Commentary
→ discusses Business News concept

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Feed category: Business News

Entities found in this episode

concepts 9

mentioned Business concept

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Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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Feed category: News Commentary
mentioned Business News concept

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Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

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evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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Feed author/publisher: Bloomberg

persons 1

mentioned Steve Eisman person

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Steve Eisman on the Three Big Macro Stories of Our Time

podcasts 1

appeared on Odd Lots podcast

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evidence rules-v4
Steve Eisman on the Three Big Macro Stories of Our Time

Episode description as stored

Steve Eisman became a famous name in the investing world due to his prescient bet against the US housing market before 2008, which led to his starring role in Michael Lewis' book The Big Short. These days his investing approach looks a little bit more conventional in his role as a senior portfolio manager at Neuberger Berman. But he still has big ideas. These days he sees three dominant macro stories for investors: AI, infrastructure and crypto. The last one he just fundamentally rejects. The first two, however, he sees as tailwinds that can potentially last a long time. He's been looking for companies that can capitalize on trends like nearshoring, the Inflation Reduction Act, and power-hungry datacenters. In this episode show, we he discusses where we are in this big cycle. He also tells us about his love of comic books, and what he sees as the core problem with the Marvel franchise. See omnystudio.com/listener for privacy information.