The Art of Value cover image

The Art of Value

Stock Market Crash Over? Big Short Investor Steve Eisman Predicts

Jul 15, 2023
12:53

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

https://youtu.be/zs7pdV3fSJc

Why Druckenmiller Owns Nvidia Despite "Nosebleed Territory”

https://youtu.be/QP496jwcumk


Stan Druckenmiller Still Predicts Hard Landing Recession

https://youtu.be/8Ue-etn4E74

Hamish Hodder: Big Short Investor Predicts END of the Stock Market Crash

https://youtu.be/Snto0ZK-dIA

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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode