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

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 ----- Follow Meb on Twitter , LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- 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. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here ! Learn more about your ad choices. Visit megaphone.fm/adchoices