'Big Short' Famed Investor Steve Eisman Dismisses Recession Fears, Cites US Economy's 'Story-Time' As Proof Of Strength
'Big Short' Famed Investor Steve Eisman Dismisses Recession Fears, Cites US Economy's 'Story-Time' As Proof Of Strength
Renowned investor Steve Eisman has expressed confidence in the stability of the U.S. economy, dismissing fears of an impending recession.
著名投资者史蒂夫·艾斯曼对美国经济的稳定表示了信心，驳斥了对即将到来的衰退的担忧。
What Happened: Eisman, who is known for predicting the 2008 housing crash, stated in a recent interview with CNBC that the U.S. economy is resilient. He attributes this to the strong market performance driven by investments in artificial intelligence and infrastructure.
发生了什么：以预测2008年房地产崩溃而闻名的艾斯曼在最近接受CNBC采访时表示，美国经济具有弹性。他将其归因于人工智能和基础设施投资推动的强劲市场表现。
"In bad times, people focus on better quality and balance sheets, and in good times they focus on stories, and we're in story-time," Eisman said.
艾斯曼说：“在困难时期，人们专注于更好的质量和资产负债表，而在景气时期，他们专注于故事，而我们正处于故事时期。”
Eisman highlighted Wall Street's ongoing enthusiasm for AI and investments in America's infrastructure boom as key drivers of the market's recent trends.
艾斯曼强调，华尔街对人工智能的持续热情和对美国基础设施繁荣的投资是市场近期趋势的关键驱动力。
NVIDIA Corp (NASDAQ:NVDA) and Apple Inc (NASDAQ:AAPL), among other mega-cap tech stocks, have recently achieved record highs, mirroring gains in infrastructure stocks like the iShares U.S. Infrastructure ETF (BATS:IFRA), which surged by 10% over the past year.
英伟达公司（纳斯达克股票代码：NVDA）和苹果公司（纳斯达克股票代码：AAPL）等大型科技股最近创下历史新高，反映了iShares美国基础设施ETF（BATS: IFRA）等基础设施股的涨势，该股在过去一年中飙升了10％。
"All the economists who said that, because the Fed raised rates 500 basis points, was going to cause a recession, have been wrong, and we're just powering through," Eisman said. "I think the only conclusion you can reach is that the U.S. economy is more dynamic than it's ever been in its history."
艾斯曼说：“所有说因为美联储将利率提高500个基点将导致衰退的经济学家都错了，我们只是在努力度过难关。”“我认为你能得出的唯一结论是，美国经济比以往任何时候都更具活力。”
Why It Matters: Eisman's optimism contrasts with other notable financial experts. In May, Eisman identified Nvidia and Advanced Micro Devices as clear AI investment opportunities, while calling Apple a "hidden" AI play.
为何重要：艾斯曼的乐观情绪与其他著名金融专家形成鲜明对比。5月，艾斯曼将Nvidia和Advanced Micro Devices确定为明显的人工智能投资机会，同时称苹果是 “隐藏的” 人工智能公司。
However, in April, Eisman warned of a potential stock market bubble if the Federal Reserve cuts rates in 2024, suggesting that the economy does not need rate adjustments at this time.
但是，艾斯曼在4月警告说，如果美联储在2024年降息，股市可能会出现泡沫，这表明经济目前不需要调整利率。
Meanwhile, economist Peter Schiff recently cautioned that U.S. stocks are overpriced, urging investors to be selective in their investments.
同时，经济学家彼得·希夫最近警告说，美国股票定价过高，敦促投资者在投资中保持选择性。
Photo courtesy: Shutterstock
照片来源：Shutterstock
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用 Benzinga Neuro 创作的，由 Kaustubh Bagalkote