Steve Eisman likes the market overall here, but he's short this software stock

Steve Eisman of "The Big Short" fame said he has little problem with the wider stock market at current levels, but he's finding opportunities to bet against select names, including credit-scoring firm Fair Isaac. "The Real Eisman Playbook" podcast host and former Neuberger Berman senior portfolio manager said the market environment looks strikingly similar to last year: resilient credit conditions, heavy spending tied to artificial intelligence and a bifurcated, or "K-shaped," economy where …