Steve Eisman walks up a flight of stairs with his hands on both sides of the railing.

‘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’

Eisman said if you erase AI infrastructure spending from projected U.S. GDP growth for 2025, the economic picture exposes a struggling consumer.

October 8, 2025

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