Steve Eisman.Hector Retamal/AFP via Getty Images Famed "Big Short" investor Steve Eisman is bullish on infrastructure for four main reasons, he said on the Odd Lots podcast. AI, electric grid investing, industrial onshoring, and green energy will all boost the sector. They include AI, electric grid investing, industrial onshoring, and green energy. Eisman sees infrastructure as a better bet than AI, which he says is concentrated in just a few elite firms. 2008's housing crash might be long over, but Steve Eisman is not done looking for the next big macro trade.