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Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
How to Diversify to Avoid Moral Hazards
A question from Nathan Tankis. Is there an index which you would prefer that more properly weights tech relative to the S&P? No comment. All right, I have another question that was put in by Nathan. It was regarding SVB. You said the way that they ought to have dealt with it is let the bank fail and then guarantee. But how does that solve moral hazard? Because then everyone else is going to know that if the next bank, you know, eventually will take away the deposit insurance.
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