Steve Eisman on the Three Big Macro Stories of Our Time | Odd Lots

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.
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Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
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[@barfly1984]

Refreshing hearing Steve calling crypto out for exactly what it is

[@salvador.garcia]

What he says about crypto is 100% true.

[@nerdlife206]

Some questions for Steve: does he have an estate plan for his digital comic book collection, and does he expect to pay inheritance taxes on it? :). Genuinely curious

[@thekongstocks]

EXCELLENT podcast...as one of the most powerful Financial Media Corps in the World, It's mind-blowing how they can't find a way to get more views ala Social Media Influencers...I know the reason why but it's BONKERS how Bloomberg can't figure-out the algorithms #theKONGSTOCKS hath spoken