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The Big Long with Steve Eisman

RiskReversal Pod

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Navigating Market Movements and Potential Risks

This chapter explores the speaker's reactions to market shifts, highlighting risks in private lending and private equity markets and the impact of inflation on market cycles. It also delves into experiences with CDOs, interactions with Michael Lewis for 'The Big Short', and reflections on revealing business intricacies. The conversation further covers diverse topics like horse racing, market beliefs, and the current health of the US banking system.

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