February 6, 2023· 49 min

Steve Eisman on the 'Paradigm Shift' Happening in Markets Right Now

Steve Eisman

Orality

Model

68%

Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,360 words)

M:29%

HostJoe Weisenthal(1,464 words)

M:94%

GuestSteve Eisman(5,320 words)

M:28%

Oral Indicators

Agonistic36%

literally, completely, absolutely

Engagement73%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

like (124x), know (119x), they (74x)

Parallelism88%

And I'm Joe Weisenthal...., But it also feels like a prett..., And suddenly, you know, fast f...

Sound Patterns65%

59 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases2%

i mean

Literate Indicators

Hedging7%

maybe, quite, might

Passive Voice7%

is averted, was played, are interested

Abstract Nouns18%

investment, recommendation, moment

Subordination9%

because, until, unless

Sentence Length30%

Avg: 12.5 words/sentence

Word Complexity46%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style27%

662 personal pronouns found

Descriptive Style79%

literally, completely, absolutely

Description

After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing out in stocks. Eisman, a portfolio manager at Neuberger Berman, won big betting against CDOs during the Great Financial Crisis and was famously depicted in the book and movie The Big Short as one of the few investors who got it right. In this conversation, he talks about lessons learned from his career in investing, how and why big shifts happen in markets, the state of the financial system, and what sectors could win over the next decade. See omnystudio.com/listener for privacy information.

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