3min chapter

Odd Lots cover image

Steve Eisman on Banks, AI and His Next Big Bet

Odd Lots

CHAPTER

The New Paradigm for Markets

I think there's someone actually suing chat GPT for defamation now because of some of the stuff it spat out from that incident. You know, risk adjusted returns have been out of favor because everybody just wants to invest in tech. If anybody gave me their money today, I wouldn't be so overweight tech, I'd be much more diversified. The large cap mega companies are investable for a very long time but after that, it's unclear.

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