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2min chapter
Steve Eisman Talks AI, Interest Rates
Bloomberg Talks
Analysis of Major Themes: AI, Infrastructure, and Crypto
This chapter delves into the speaker's strong belief in AI and infrastructure investments, contrasting their skepticism towards crypto. Reflecting on past success with contrarian bets, the speaker discusses the lack of concrete data points supporting a contrarian position in the crypto market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode