Skip to content
TrackPodcasts
newsAug 28, 202631:49pending

Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman

About this episode

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Eisman, Host of The Real Eisman Playbook, discusses the growing dependence of the U.S. economy and markets on AI, the risks surrounding OpenAI and Anthropic, Treasury debt, interest rates, banking stability, and lessons from past financial crises*This video was recorded on August 27, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEVE EISMAN:X: https://x.com/realsteveeismanSubstack: https://realeismanplaybook.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.2:35 - The Big Short and Steve Carell3:32 - Is AI the Biggest Risk to the U.S. Economy?5:48 - OpenAI vs. Anthropic: Key Metrics to Watch9:27 - Treasury Intervention and Interest Rates11:23 - OpenAI Risk and Protecting Your Portfolio14:20 - U.S. Debt, Deficits and Treasury Dominance18:54 - Markets, AI Concentration and Chinese Competition25:21 - Leverage, Bank Safety and Housing Risks#investing #economy #AI

Get every episode summarized

Each time The David Lin Report publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman

The David Lin Report

0:00
31:49

More episodes

More from The David Lin Report

View all episodes →