Eisman Is Short Zillow, Says It's Entered a `Terrible Business'

The transcript discusses common investment mistakes, focusing on the concept of shorting companies, particularly Zillow. It analyzes Zillow's business model and the challenges it faces, including its capital-intensive strategy. The discussion also covers how investors respond to short touts in the media and evaluates the current market conditions, comparing them to past economic bubbles.

How does the speaker feel about the current valuation of the market?

What does the speaker suggest about the relationship between stock prices and market cycles?