The End Game Ep. 43 - Steve Eisman PREVIEW

The Grant Williams Podcast

Grant Williams

Investing, Business:investing, Business

4.8 • 1.6K Ratings

🗓️ 27 April 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bill and Grant return for a no-holds-barred conversation with the great Steve Eisman of The Eisman Group within Neuberger Berman. Steve is no stranger, thanks both to his exploits during the GFC and the stupendous portrayal of those exploits by Steve Carell in the movie version of Michael Lewis’ wonderful book, The Big Short. Steve explains the history of paradigm shifts and tells us why he feels we are at the point of another major change - not only in the investment landscape but also in broader society. The recent meltdown in the mid-size banking sector comes under the microscope, as do Fed policy, lofty valuations, a likely return to a more familiar investment world, the tech reckoning and the purveyor of a certain set of ETFs focused on ’exponential growth’ stocks. Fun for all the family! As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:35.6	You're about to listen to a special preview of the end game featuring my partner in Clarence
0:39.6	Bill Fleckenstein and our very special guest, Steve Iceman, of the Iceman Group within New
0:44.3	Burger Burman.
0:45.7	Steve was my prominent, first of all, in Michael Lewis' book The Big Short.
0:49.5	His character in their mark, Baum, was played superbly by Steve Carell.
0:54.8	Steve is a long time, inhabitant of financial markets and a fascinating guy to talk to.
0:59.5	So I hope you enjoy this conversation with Steve Iceman.
1:04.4	Every episode of The Grant Williams Podcast, including the end game, The Super Terrific
1:07.6	Happy Hour, The Narrative Game, This Week in Doom, and Shifts Happen, is available to
1:11.9	Copper and Silver Tear Subscribers at my website, Grant-Williams.com.
1:16.8	Copper Tear Subscribers get access to all the podcasts.
1:19.7	My members of the Philadelphia get both the podcasts and my monthly newsletter, Things
1:23.2	that make you go hum.
1:25.0	So if you enjoy what you're here on the show and you want more high quality content like
1:29.2	it, then please make your way over to GrandDashroomNims.com and join our exciting community today.
1:34.9	And now, on with the show.
1:36.9	Well, Steve, thank you so much for joining us.
	...

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