Steve Eisman’s Playbook for the AI & Infrastructure Boom | #544

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 2 August 2024

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 in AI (8:08) Infrastructure beneficiaries (14:15) Steve's take on the election (17:43) The impact of policy on markets (22:39) Other market and crypto commentary (27:15) Financial innovation & leverage (29:57) Steve's most memorable investment ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	If just thinking about your bills makes you feel confused and disorientated,
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0:34.0	and uncover new and profitable ideas,
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0:38.0	Better investing starts here.
0:40.0	Mepp Baber is a co-founder and chief investment
0:42.0	officer at Camb Chief Investment Management
0:43.0	Did it industry regulations he will not discuss any of
0:45.2	Cambra's funds on this podcast all opinions
0:47.0	opinions expressed by podcast participants are solely their own opinions and
0:49.4	do not reflect the opinion of Cambraia investment management or its
0:51.4	affiliates for its affiliates for more, visit Cambria Investments.
0:53.8	com.
0:56.4	Welcome back, everybody.
0:57.4	We got an awesome show today.
0:58.9	Our guest is Steve Eisman.
1:00.2	Steve is most famous, of course, for his bet against the housing market back way back when
1:05.5	2007 2008 and his role in Michael Lewis's book The Big Short. He's now a portfolio manager at Newberger Berman is joining us today.
	...

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