Steve Eisman on Banks, AI and His Next Big Bet | Odd Lots

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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.

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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Комментарии
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Steve's humility really shines through in this discussion.

ahhsugoi
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"We haven't spent money on infrastructure" - that's just... very very wrong. We spend quite a lot. We're just bad at it.

ShakedKoplewitz
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Years ago there was a story about a truck driver using satnav who drove from Germany to a town in Kent, England, when he should have gone to a town with a similar name in Turkey. There will always be memes like that about new technology when its impact is big enough. I don't mean that AI is all good and nothing to worry about, but I believe the tech is changing too fast to care seriously about the lawyer's mistake.

riffsoffov
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To me, this interview puts forward the following hypothesis: all other things being equal, are return generally lower when making an economic shift (e.g. shift to manufacturing green technology)?

petrid
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Build houses remove income tax do land value tax. Also layer 2 zk roll ups cheapen transaction fees

Koushi
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.10 basis points. Is that bank to bank? I know interchange fees/rates are minimum and or on the lowest credit card 1.5%. This is what merchants are charged for doing business.

stevelee