Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.

In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets.

(1:05) Steve's view of the economic landscape

(3:13) How to invest in AI

(8:08) Infrastructure beneficiaries

(14:15) Steve's take on the election

(17:43) The impact of policy on markets

(22:39) Other market and crypto commentary

(27:15) Financial innovation & leverage

(29:57) Steve's most memorable investment

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.

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