‘Big Short’ investor Steve Eisman warns the U.S. economy is a ‘tale of two cities’ that ‘is not even growing 50 basis points outside of AI’

Steve Eisman walks up a flight of stairs with his hands on both sides of the railing. (Credit: TIMOTHY A. CLARY—AFP/Getty Images)

Billionaire investor Steve Eisman warns of a very different economic reality if one were to remove the gains of AI from the equation.

The financial analyst best-known for predicting the 2008 housing collapse—and made famous by the 2015 film The Big Short—said on a recent episode of The Real Eisman Playbook podcast that the U.S. economy is a “tale of two cities”: While GDP growth may indicate a robust economy, by removing AI expenditures from the picture, you instead see stagnation.