Steve Eisman Says Interest Rate Increases Already Affecting Investments

The video discusses the current landscape of hedge funds and the challenges they face in a high-interest rate environment. It highlights the underperformance of hedge funds due to difficulties in capital allocation and the potential for active managers to outperform. The impact of rising interest rates on investments is analyzed, emphasizing the increased volatility and potential for corrections. The video concludes with strategies for active management, focusing on constructing portfolios that can generate alpha in the current market conditions.

What changes in investor behavior are suggested due to higher rates?

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What does the speaker mean by 'more things to go short' in the context of portfolio construction?

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