AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
In this episode I summarize and discuss what legendary investor Steve Eisman, who was played by Steve Carell in the movie The Big Short, has been predicting for the end of the US stock market crash - after the market declined around 25% in 2022, and has been steadily rebounding since October 2022. I also respond to our value investing YouTuber friend Hamish Hodder's find that Eisman recently revealed his next big stock market sector bet.
Timestamps:
00:00 Intro
01:18 Eisman predicts: If the Fed stops raising rates...
05:05 The forward-looking stock market
06:21 Lower inflation and a recession?
08:44 Eisman's investments
10:21 A sector of particular interest
Related episodes:
Mohnish Pabrai on Mistakes, AI Euphoria, Nvidia, Microsoft
Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”
Stan Druckenmiller Still Predicts Hard Landing Recession
Hamish Hodder: Big Short Investor Predicts END of the Stock Market Crash
The main investment brokerage I use to buy international stocks, and to hold cash, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664
Using a referral link helps support the pod, thanks!
I use TIKR Terminal to help analyze great businesses, follow top investor portfolios, and help monitor my portfolio (refferal link): http://tikr.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.