'Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history

Steve Eisman, Neuberger Berman senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, Apple's AI play, state of the 2024 election, and more.

[lilliankerr-zc]

I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.

[MatteoBocelli-ds]

Our economy struggling with uncertainties, housing issues, foreclosures, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

[angeladeem]

The economy is grappling with uncertainties, global fluctuations, and pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated

[AmithKaury]

I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.

[FeelMyTruth]

I'm curious what your opinion is on the Fed's trying to convince us that the interest rate needs to be cut despite the increase in job stats? Should I stay in the market? I have some money (six figures) that I want to invest.

[BrewerVera]

Our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[danutalucia]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[FrankPatrick-nozo]

Corrections in the market can occur after peaks, though it is difficult to forecast when and how big they will be. Certain analysts have mentioned a "massive" correction. It makes me question if I should think about making some defensive investments or if I should modify my $1 million portfolios.

[RodneyTyler-xsfl]

Thx for the info. It's very useful. Last time, I also came across unimantic, and financially, it has been very helpful for me.

[IsabelleMarie-mg]

The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?

[codeblue]

It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[Porterfield]

Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.

[EverlyndPerez]

The current market/economy is unnecessarily tougher for boomers/senior citizens, I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

[RichardMoore-jgtl]

The only American who won't acknowledge this Administration's failed economic policies is Joe Biden. "Shrink-flation' is the least of our worries compared to rising rents and stagnant wages, but it is an undeniable indicator of how bad our inflation has gotten. I have $100k that i like to invest in a non-retirement account, any advice on that?

[OliverLiam-pxvx]

Our economy is struggling with uncertainties, housing issues, foreclosures, global fluctuations, and the pandemic aftermath, causing instability. Rising inflation, sluggish growth, and trade disruptions need urgent attention from all sectors to restore stability and stimulate growth.

[deadbounz]

I remember when Steve said 2 years ago that GM was leading Autonomous Driving. His over confidence is comical.

[jaycolucci]

Awsome interview, very informative!! Ty to hosts and guest!

[christopherherbert]

Americans are facing a tough time with their finances, especially concerning housing affordability and retirement savings.

[funface]

He said banks are uninvestable and he wouldn’t buy home builders in October of last year, literally the bottom of both sectors. He gets some things right, some things wrong, and always has caveats when he’s not sure. I really don’t think he’s that much better than any other talking head on CNBC, regardless of his involvement in the Big Short.

[SigFigNewton]

“I’m not going to tell you what [the companies I believe will benefit] are because I haven’t bought them yet.”

This statement and the fact that it was taken as standard operating procedure by all present, is why it’s generally a bad idea to buy what everyone talks about with excitement. It means they already bought.