{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk","html":"","width":"100%","height":180,"duration":2066,"description":"Steve Eisman made his name betting against the housing market before the Global Financial Crisis—a trade immortalized in The Big Short. So when he sees risk building in the market, investors pay attention. But this time, Eisman isn’t predicting another crash. In fact, he’s net long.\nIn this episode of In the Money with Amber Kanwar, Eisman explains why he remains cautiously bullish, even as he warns that the market has become dangerously dependent on one story: AI. He argues the S&P 500 is far less diversified than investors think, with much of the market now directly or indirectly tied to the AI buildout. He breaks down the extraordinary concentration he sees from NVIDIA (NVDA) to the hyperscalers to OpenAI and Anthropic—and what could cause that chain to unravel.\nEisman also weighs in on rising interest rates, why he believes U.S. banks are safer than they’ve been in decades, and why he isn’t worried about America’s massive government debt. And he revisits one of his more infamous calls on Canada: his bet against Canadian banks. Eisman admits he was wrong, explains why his bearish housing thesis never played out as expected, and says Canada’s oligopolistic banking system has helped keep its banks safe—even as Canadian housing now faces a significant pullback.\nPlus, in Pro Picks, Eisman shares his high-conviction ideas: NVIDIA (NVDA), which he continues to own as long as the AI story holds together, and Eli Lilly (LLY), which he believes has won the weight-loss drug war. He also reveals why he closed his hugely successful short position in FICO (FICO) after the stock plunged roughly 60%—and teases another short he isn’t ready to reveal just yet.\nVote for us! https://vote.signalaward.com/PublicVoting#/2026/shows/genre/money-finance\n\nhttps://vote.signalaward.com/PublicVoting#/2026/shows/genre/business-people-entrepreneurs-shaping-culture \n\nTimestamps\n0:00 Trailer\n02:07 Introducing Steve Eisman\n03:32  “The Big Short” guy\n04:57 Is the market headed for trouble?...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}