The Eisman Playbook

Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial Crisis


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Steve Eisman, joined by former partners Danny Moses, Porter Collins, and Vincent Daniel, delve into recent market upheavals caused by President Trump's tariff announcements. They analyze the implications of these policies, the reaction of global markets, and the potential for a bear market. They also reminisce about their time depicted in The Big Short, discussing stories and strategies from the 2008 financial crisis. The episode offers a rich mix of market analysis, economic theory, and personal anecdotes.


Watch this episode on YouTube: https://youtu.be/3VqQ8glQSFM


00:00 Introduction to the Episode

02:01 Market Turmoil and Panic

02:39 Impact of Tariffs and Trade Wars

06:02 Bear Market Strategies and Predictions

18:21 Historical Market Crashes and Lessons

22:07 Government Response and Market Reactions

22:43 Trump's Trade Policies and Economic Impact

28:14 Debating the Future of the Market

30:49 Negotiation and Phone Calls

31:17 Understanding Credit Spreads

32:13 Financial Crisis and Market Dynamics

36:59 Reminiscing Early Careers

46:18 The Big Short and Subprime Crisis

51:14 Memorable Meetings and Interactions

59:06 Conclusion and Farewell


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    Episode Production Credits

    Producer: Collier Landry

    Producer & Publicity: Steven Cohen, Next Horizon Media

    Post-Production Services by: Don’t Touch My Radio


    Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

    Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

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    The Eisman PlaybookBy Don't Touch My Radio

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