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- Famed "Big Short" investor Steve Eisman is bullish on infrastructure for four main reasons, he said on the Odd Lots podcast.
- AI, electric grid investing, industrial onshoring, and green energy will all boost the sector.
- They include AI, electric grid investing, industrial onshoring, and green energy.
- Eisman sees infrastructure as a better bet than AI, which he says is concentrated in just a few elite firms.
2008's housing crash might be long over, but Steve Eisman is not done looking for the next big macro trade.
The investor — famous for his subprime mortgage bet, as documented in "The Big Short" — is now eyeing infrastructure as biggest winner of today's conditions.