AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
13min chapter
Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
Investment Challenges in Tech and Real Estate
This chapter explores the volatile landscape of technology investments, specifically in payment systems and generative AI, while examining the transition to a diversified investment strategy. It discusses the contrasting public sentiment and consumer spending in the market, alongside the resilience of homebuilders amid high interest rates. Additionally, the chapter highlights the risks in commercial real estate, particularly the impacts of rising cap rates and maturing office debt in major markets.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode