Odd Lots
Steve Eisman on the Three Big Macro Stories of Our Time
Apr 5, 2024
Steve Eisman, a senior portfolio manager at Neuberger Berman and a key figure from The Big Short, shares his insights on macro trends shaping today’s market. He identifies AI and infrastructure as long-term investment themes while outright rejecting cryptocurrency. Eisman discusses strategic opportunities linked to nearshoring and the Inflation Reduction Act. Additionally, he shares his thoughts on comic books, critiquing the recent decline of the Marvel franchise and exploring the cultural significance of comics in today’s world.
48:55
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Quick takeaways
- Investing in AI and infrastructure can provide long-lasting tailwinds for investors, while rejecting cryptocurrency as a fundamental concept.
- Recognizing and addressing invisible struggles faced by employees can lead to creating healthier work environments and fostering empathy and awareness.
Deep dives
The Evolution of Financial Markets
The podcast episode delves into the evolution of financial markets, discussing the challenges and opportunities faced in today's landscape. With a focus on disciplined risk management, the episode highlights the importance of navigating uncertainties in financial sectors. The discussion emphasizes how investments with $1.2 trillion in assets under management and expertise across asset classes contribute to shaping future financial landscapes.
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