Sign up to save your podcasts
Or
Share How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!
In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.
00:00 Tariff Turmoil: The Week's Major Economic News
03:54 Federal Reserve Decisions and Economic Indicators
07:41 Mergers and Acquisitions: Industry Shifts
11:54 Earnings Reports: Key Players and Market Reactions
15:42 Tech Giants: AI and Market Performance
20:00 Investor Insights: Portfolio Management and Strategy
Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.
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.
Copyright ©2025 Steve Eisman
View all episodes
By Steve Eisman
4.8
3636 ratings
In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.
00:00 Tariff Turmoil: The Week's Major Economic News
03:54 Federal Reserve Decisions and Economic Indicators
07:41 Mergers and Acquisitions: Industry Shifts
11:54 Earnings Reports: Key Players and Market Reactions
15:42 Tech Giants: AI and Market Performance
20:00 Investor Insights: Portfolio Management and Strategy
Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.
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.
Copyright ©2025 Steve Eisman
More shows like The Real Eisman Playbook
View all
Masters in Business
2,159 Listeners
Odd Lots
1,867 Listeners
The Meb Faber Show - Better Investing
927 Listeners
Grant’s Current Yield Podcast
656 Listeners
Superinvestors and the Art of Worldly Wisdom
417 Listeners
Animal Spirits Podcast
1,996 Listeners
Eye On The Market
279 Listeners
The Compound and Friends
2,075 Listeners
RenMac
75 Listeners
Excess Returns
72 Listeners
The Memo by Howard Marks
411 Listeners
Ask The Compound
311 Listeners
RiskReversal Pod
803 Listeners
On The Tape with Danny Moses
155 Listeners
Facts vs Feelings with Ryan Detrick & Sonu Varghese
47 Listeners