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Prof G Markets
Prof G Markets

Steve Eisman: One Company Could Break The AI Boom

51 min•2 oktober 2026

Om avsnittet

Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. 

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