Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Steve Eisman, Host of The Real Eisman Playbook, discusses the growing dependence of the U.S. economy and markets on AI, the risks surrounding OpenAI and Anthropic, Treasury debt, interest rates, banking stability, and lessons from past financial crises *This video was recorded on August 27, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my Briefs channel:    / @davidlinreportbriefs   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW STEVE EISMAN: X: https://x.com/realsteveeisman Substack: https://realeismanplaybook.substack.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Intro. 2:35 - The Big Short and Steve Carell 3:32 - Is AI the Biggest Risk to the U.S. Economy? 5:48 - OpenAI vs. Anthropic: Key Metrics to Watch 9:27 - Treasury Intervention and Interest Rates 11:23 - OpenAI Risk and Protecting Your Portfolio 14:20 - U.S. Debt, Deficits and Treasury Dominance 18:54 - Markets, AI Concentration and Chinese Competition 25:21 - Leverage, Bank Safety and Housing Risks #investing #economy #AI