The AI Boom’s Fragile Foundation Steve Eisman, the investor famous for betting against subprime mortgages before the 2008 crash, has a new target: the story the AI industry is telling about…
Steve Eisman — Podcast Appearances & AI Summaries
Steve Eisman has appeared on 4 podcast episodes in our AI-summarized catalog, including Prof G Markets, The John Johnston Lounge. Every appearance below has a free 5-minute AI summary.
What Steve said
“There are 18% of the SP 500 now, going on 19%... Where were they 10 years ago? 2%.”
— Steve Eisman on semiconductor market concentration.
Episode appearances
4 
Data Center Delays and the Financing That Could Burst AI's Bubble Sam Altman recently claimed that OpenAI is "about to invent a genie that's gonna grant any wish." For John Johnston, host of The…
The AI Trade Has a Hidden Dependency Problem The S&P 500 just hit another record high. The Nasdaq gained nearly 3% in a single day. Investors have apparently shaken off their AI anxieties. But…
Central Bankers Warn AI Investment Boom Could Trigger a Global Financial Crisis The Bank for International Settlements—the central bank for central banks—issued a stark warning in June: the…
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