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Podcast: The Meb Faber Show - Better Investing
Episode: Steve Eisman’s Playbook for the AI & Infrastructure Boom
Description: Today’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets.(1:05) Steve's view of the economic landscape(3:13) How to invest...