Steve Eisman, known for predicting the US housing market crash, discusses macro stories of AI, infrastructure, and crypto. Rejecting crypto, he favors AI and infrastructure as lasting trends. Talks about companies benefiting from nearshoring and datacenters. Also, shares his love for comic books and critiques Marvel post-Disney.

Steve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade immortalized by Michael Lewis in The Big Short. So what is he betting on now? In a special live episode of Odd Lots, recorded at the Bloomberg Invest summit, the Neuberger Berman portfolio manager discusses the recent banking turmoil (he thinks it's contained), the boom in anything related to AI, and his current bets on US manufacturing and infrastructure. He also talks about investing in rewiring the nation's electricity grid and why he thinks this theme has years left to play out.See omnystudio.com/listener for privacy information.

After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing out in stocks. Eisman, a portfolio manager at Neuberger Berman, won big betting against CDOs during the Great Financial Crisis and was famously depicted in the book and movie The Big Short as one of the few investors who got it right. In this conversation, he talks about lessons learned from his career in investing, how and why big shifts happen in markets, the state of the financial system, and what sectors could win over the next decade.See omnystudio.com/listener for privacy information.

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.

Steve Eisman, a Senior Portfolio Manager at Neuberger Berman, shares insights on investment opportunities and a soft landing for the US economy. Julian Emanuel from Evercore ISI maintains a bullish outlook on equities, emphasizing key market dynamics. Jim Caron of Morgan Stanley discusses the implications of the Fed's recent rate cut, focusing on labor economics, inflation trends, and the complexities of forecasting in an unpredictable market. They explore how technology and AI are reshaping investment strategies and the landscape ahead.

Steve Eisman, a prominent investor known for foreseeing the 2008 housing market crash, shares his journey from analyst to a key player in the financial crisis narrative. He reveals critical moments leading up to the crash and discusses misconceptions in financial investments while reflecting on the behind-the-scenes creation of 'The Big Short.' Eisman explains the evolution of investment strategies and emphasizes aligning career paths with personal strengths. He also nods to the influence of early investment education, adding insights from a pioneering female investor.

In this conversation, Steve Eisman, known for his pivotal role in 'The Big Short,' shares his insights as a portfolio manager at Neuberger Berman. He discusses the driving forces in today's markets, focusing on AI and infrastructure, while expressing skepticism about crypto. Eisman also examines the potential impact of the upcoming election on market dynamics. His take on financial innovation, national security regarding semiconductor dependence, and key inflection points for investment opportunities are further highlights of this engaging discussion.

Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.

Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses AI chips in Apple phones, crypto skepticism, and Federal Reserve rate cuts. He also explores AI's impact on tech budgets and provides predictions for the upcoming presidential election.

Steve Eisman, Managing Director at Neuberger Berman Group, dives into the impact of recent Fed decisions on market dynamics. He unveils intriguing insights on AI investments, spotlighting companies like Nvidia and discussing their integral role in economic strategies. Eisman also highlights the current highs in the Dow and SPX, while sharing his investment preferences. He debates the stability of the U.S. financial system post-Dodd-Frank and expresses skepticism towards large banks, all while reflecting on the challenges of private equity investments.