John Johnston (JJ) breaks down the two main risks famous “Big Short” investor Steve Eisman currently sees in the AI sector, which have implications for AI-related stocks, the overall stock market, and the wider economy.

Related episodes:

‘Big Short’ Michael Burry Slams Tesla Stock: "Ridiculously Overvalued"  https://open.spotify.com/episode/6ifpJOikaer1ipPqyGQ0DJ

AI Bubble: Sam Altman Crashes Out, ‘Big Short’ Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZl

AI Bubble Watch: Elon Musk Ally Peter Thiel Cuts Tesla Stock, Dumps Nvidia https://open.spotify.com/episode/5ltDJvr3dmqc09V9Xw5E2n

Referenced:

Steve Eisman on AI: LLM improvements will begin to gradually slow but not selling AI stocks I own | CNBC

https://youtu.be/wSJMtTETOv8

Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap https://youtu.be/q47rNPyX3bc

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.