Podknife - Steve Eisman on Banks, AI and His Next Big Bet by Odd Lots

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Steve Eisman on Banks, AI and His Next Big Bet

Podcast |: Odd Lots
Publisher |: Bloomberg
Media Type |: audio
Podknife tags |: Business,; Business News,; Economics,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; Investing,; News,; News Commentary
Publication Date |: Jun 16, 2023
Episode Duration |: 00:52:19

Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade immortalized by Michael Lewis in The Big Short. So what is he betting on now? In a special live episode of Odd Lots, recorded at the Bloomberg Invest summit, the Neuberger Berman portfolio manager discusses the recent banking turmoil (he thinks it's contained), the boom in anything related to AI, and his current bets on US manufacturing and infrastructure. He also talks about investing in rewiring the nation's electricity grid and why he thinks this theme has years left to play out.

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