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.
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