Summary: Steve Eisman remains cautious in the market amidst tariff turmoil, focusing on de-risking his portfolio. positive

From Yahoo Finance: 2025-04-15 18:53:00

Steve Eisman, known from “The Big Short,” discusses navigating the market during tariff turmoil. He focuses on de-risking his portfolio and shares optimism for stocks like Nvidia and Apollo over the next five years. Eisman remains cautious due to unpredictability stemming from the current administration’s policies.

Eisman emphasizes maintaining a long-term outlook amidst market volatility. He refrains from short-term forecasts, citing the president’s influence as the primary market driver. Despite concerns of an AI bubble, he remains bullish on artificial intelligence, particularly companies like Nvidia, foreseeing long-term growth potential.

Eisman believes we’re just beginning to witness the AI revolution’s impact and asserts Nvidia’s positive outlook. While he doesn’t anticipate a 300% growth in a year, he sees Nvidia as a strong long-term investment. Amidst uncertainty, Eisman focuses on strategic positioning and emphasizes patience in navigating market fluctuations.

Read more: How ‘Big Short’ investor Steve Eisman is playing the market as tariffs bite