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Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books

The Eisman Playbook

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Shifts in Tech and Economy

This chapter explores the performance of major tech companies, particularly Apple and Google, examining the implications of shifting user preferences towards AI chatbots over traditional search engines. It discusses financial dynamics related to search engine defaults, stock valuations, investment philosophies, and the potential effects of trade policies on future unemployment rates. Additionally, the conversation touches on cryptocurrencies, skepticism over their speculative nature, and the state of commercial real estate.

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