Steven Eisman, the strategist portrayed by Steve Carell in "The Big Short," told CNBC on Monday he does not have another big short — or bet against the market — but instead has a big long idea.
"I think the financial system is going to be at least partially deregulated" under the presidency of Donald Trump, he said on CNBC's "Squawk Box."
"I think over the next couple of years there will be more leverage, and this will be a golden age of investing in financial stocks," added Eisman, whose bet against the subprime mortgage market prior to the 2008 financial crisis was depicted in the 2015 movie.
Eisman, senior portfolio manager at Neuberger Berman, said he would and is as "long as I can be" on financial stocks, adding that he started buying the day after the election, and has bought more since then.
Despite his thesis, he said he personally thinks the Dodd-Frank Wall Street Reform Act is "good law," and disputes the idea that the postfinancial crisis regulations discourage banks from lending.