Ep 78: “The Big Short” Legendary Investor Steven Eisman Talks 2023 Investing

1

Introduction

00:00 • 3min

2

The Greatest Unsung Hero of the Financial Crisis

03:00 • 2min

3

The Financial Crisis of 2023

04:35 • 2min

4

Powell's 25 Erasing Reads

06:07 • 2min

5

The Paradigm of Investing

08:15 • 2min

6

The Evolution of Growth Stocks

10:19 • 2min

7

The Future of Technology

11:55 • 2min

8

How to Stand in a Parrotime

13:28 • 2min

9

The Importance of Timing

15:04 • 2min

10

The Importance of Confidence in the Securitization Market

16:59 • 2min

11

The Negative Effects of the Credit Crisis on Regional Banks

19:28 • 2min

12

What Are You Telling Investors to Pivot To?

21:37 • 2min

13

The Risks of Recession

23:32 • 2min

14

Investing in Multi-Generational Clients

25:05 • 2min

15

How to Avoid Being the Hero in a Recession

26:48 • 3min

16

The Fed's Decision to Rake Rates

29:22 • 5min

17

The Paradigm Shifts in Commercial Real Estate

34:12 • 2min

18

The Paradigm Shift in Risk Asset Markets

35:44 • 4min

19

How to Mentally Recognize Paradigm Shifts

39:49 • 5min

20

How to Proceed in a Recession Environment

44:21 • 4min

21

How to Sell a Position

48:25 • 4min

22

The Dollar and the Debt Debate

52:31 • 5min

23

The Change in the Paradigm

57:08 • 6min

24

The Orphans of Tech Stocks

01:02:50 • 1min

25

The Current Landscape of Financials

01:04:19 • 5min

26

The Future of Private Equity

01:08:54 • 5min

27

The US Dollar as a Reserve Currency

01:13:36 • 3min

28

The Future of the Tech Sector

01:16:28 • 2min

29

The Rise of the Lower Middle Class

01:18:42 • 2min

30

Refinancing for Senior Secure Debt

01:21:03 • 1min

31

The Impact of the Housing Market on Inflation

01:22:26 • 5min

32

How Much Liquidity Plays Into the Markets?

01:27:51 • 5min

33

The Problems in Office Debt

01:33:15 • 3min