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On The Tape

The Big Long with Steve Eisman

May 17, 2024
Steve Eisman from Neuberger Berman discusses market drivers, infrastructure investments, election impacts, energy sector, managing money insights, and the Preakness in a lively podcast chat with hosts. Offering valuable perspectives on the market and investment strategies.
47:12

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Understanding the factors driving the market and Steve Eisman's shift to a more optimistic stance.
  • Exploring the potential impact of a Trump re-election on the stock market and investments in infrastructure.

Deep dives

Banking System Health in the United States

The banking system in the United States is highlighted as very healthy, with lower leverage ratios and improved liquidity in major banks, mitigating the risks associated with potential market hits.

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highlights

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