Steve Eisman
Person
Steve Eisman is an American investor and portfolio manager best known for betting against subprime mortgage securities before the 2008 financial crisis, a trade portrayed in The Big Short.
3 episodes featuring Steve Eisman
Prof G Markets
Eisman warns AI debt could turn a market boom into a downturn
The episode connects weakening AI moats, debt-financed infrastructure, and higher Treasury yields to risks spanning technology, credit, and the broader market.
Oct 2, 2026 · 54 min
Prof G Markets
AI security gaps meet rising bond-market anxiety
The episode connects opaque AI failures and weak regulation with inflation, borrowing pressures, and the market’s growing concern about fiscal policy.
Oct 1, 2026 · 35 min
Big Technology Podcast
AI risk warnings collide with weakening frontier economics
The debate tests whether dramatic safety claims illuminate genuine dangers or help AI labs redirect attention from mounting commercial pressure.
Sep 19, 2026 · 1h 10m