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.

Steve Eisman, a senior portfolio manager at Neuberger Berman and known for his timely bet against the housing market, shares his insights on current investment landscapes. He discusses the recent banking turmoil, believing it's manageable, and emphasizes the boom in AI technologies. Eisman reveals his focus on U.S. manufacturing and infrastructure, highlighting opportunities in revamping the electricity grid. He also addresses the challenges in tech investments and the evolving dynamics in real estate markets.

Steve Eisman, a portfolio manager at Neuberger Berman and a prominent figure from 'The Big Short', discusses the current 'paradigm shift' in financial markets. He highlights the resurgence of tech stocks and the transition to more stable industries following a tumultuous 2022. Eisman shares insights on historical market trends, investor psychology, and the impact of interest rates. He also explores the challenges in the housing market and the speculative nature of investments, providing valuable lessons from his extensive career in finance.

Joining the discussion are Steve Eisman and Vincent Daniel, notable traders from 'The Big Short' fame, who share their expert insights from the iConnections Global Alts Conference. They dive into the current market dynamics and dissect the recent Federal Reserve meeting, calling it a 'nothing burger.' The duo reflects on major earnings, especially Tesla's challenges and Apple's modest growth. They also highlight innovative trading strategies and the potential of gold and Bitcoin amid shifting economic conditions, laying out their views on navigating market cycles.

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.