Eisman of `Big Short' Says He's Long GM, Short Tesla

The transcript covers investment strategies, focusing on General Motors' potential in autonomous driving and Tesla's market challenges. It discusses economic concerns like the debt super cycle and critiques Tesla's operational issues, highlighting the importance of execution in business success.

What is the investment strategy discussed in the first section?

• Balancing modest returns with potential big successes

• Investing only in technology stocks

• Avoiding all forms of risk

• Focusing solely on high-risk investments

Why is General Motors considered a potential high-reward investment?

• Because it has no competition

• Due to its high dividend payouts

• Due to its low stock price

• Because of its leadership in autonomous driving

How does the financial performance of General Motors compare to Amazon?

• GM has a higher EBIT margin but lower net income

• GM has a lower EBIT margin but higher net income

• GM and Amazon have similar financial performance

• GM is more profitable than Amazon

What is a major concern for Tesla according to the third section?

• Excessive marketing expenses

• Over-reliance on government subsidies

• High number of executive departures

• Lack of innovation

What economic concept is discussed in relation to the global economy?

• The supply chain crisis

• The debt super cycle

• The gold standard

• The inflationary spiral