Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
Credit Cycles and American Infrastructure
This chapter explores the current credit cycle, assessing consumer leverage and the localized issues that potentially counter fears of systemic risks. It provides insightful reflections on U.S. infrastructure needs, comparing them to international standards, and discusses investment strategies, including opportunities in the utility sector. Additionally, it covers the implications of recent bank failures, cryptocurrency skepticism, and the future of private credit amidst potential regulatory changes.
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