'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.
著名投資人史蒂夫·艾斯曼表達了對美國經濟穩定的信心，駁斥了即將到來的經濟衰退的擔憂。
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.
發生了什麼：艾斯曼是以預測2008年住房市場崩盤而著名的人，他最近在接受CNBC採訪時表示，美國經濟具有韌性。他把這歸因於在人工智能和基礎設施投資推動下表現強勁的市場表現。
"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.
“在不好的時候，人們關注更好的品質和資產負債表，在好的時候，他們關注故事，而現在正是故事的時候，”艾斯曼說。
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.
艾斯曼強調，華爾街對人工智能和美國基礎設施熱潮的持續熱情是市場近期趨勢的重要推動力量。
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.
除了其他巨型科技股票之外，NVIDIA Corp（NASDAQ:NVDA）和Apple Inc（NASDAQ:AAPL）最近也創造了新的歷史記錄，與基礎設施股票的收益相似，例如iShares U.S. Infrastructure ETF（BATS:IFRA），在過去一年中增長了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."
“所有經濟學家都預言，因爲聯儲局提高了500個點子的利率，將導致經濟衰退，他們都是錯的，我們正在迅速復甦，”艾斯曼說。 “我認爲你唯一能得出的結論是，美國經濟比其歷史上任何時候都更具活力。”
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.
它的重要性：艾斯曼的樂觀情緒與其他著名金融專家形成了對比。今年5月，艾斯曼將英偉達和Advanced Micro Devices視爲明顯的人工智能投資機會，同時稱蘋果爲“隱藏”的AI投資。
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.
然而，在今年4月，艾斯曼警告稱，如果聯儲局在2024年降息，可能會出現股市泡沫，暗示目前經濟不需要利率調整。
Meanwhile, economist Peter Schiff recently cautioned that U.S. stocks are overpriced, urging investors to be selective in their investments.
與此同時，經濟學家彼得·希夫林最近警告稱，美國股票被高估，並敦促投資者在投資中謹慎選擇。
Photo courtesy: Shutterstock
圖片來源：shutterstock
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。