The Eisman Playbook

Spanning the Gamut of Financial Services with Dwight Collins.


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In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm.

They delve into the nuances of institutional sales, comparing the differences between bulge bracket and boutique firms. Dwight shares insights about financial services, drawing from his extensive experience and current client feedback. Key topics include market trends, credit quality, and M&A activity within sectors such as banks, investment banks, asset management, alternatives, insurance, and fintech. They discuss the impacts of deregulation, the changing landscape of traditional asset management, and emphasize the stable performance of exchanges and quality financial stocks in a volatile market environment. They also touch upon the evolving role of giants like Visa, MasterCard, and Apple in the fintech space.

Episode Highlights:

  • 01:37 Introduction and Special Guest Introduction
  • 01:50 Understanding Institutional Sales
  • 03:18 Insights from Dwight Collins
  • 05:11 Market Sentiments and Client Feedback
  • 10:54 Banking Sector Analysis
  • 24:52 Asset Management and Alternatives
  • 33:11 Apollo vs. Blackstone: A Tale of Two Strategies
  • 33:36 Challenges in the Private Equity Market
  • 36:26 Accounting Issues in Private Equity
  • 38:15 Life Insurance: A Complex Sector
  • 41:06 Property and Casualty Insurance: Natural Catastrophes Impact
  • 43:34 Specialty Finance: Mergers and Market Dynamics
  • 48:18 FinTech: The Rise and Fall
  • 51:05 Visa and MasterCard: The Unbeatable Giants
  • 55:45 Apple Pay's Disruption in Payments
  • 56:45 Top Stock Picks and Market Insights
  • 01:01:26 Conclusion and Final Thoughts

  • Link to this episode on YouTube: https://youtu.be/r3qBnCJYcfw


    Connect with Steve Eisman and access The Eisman Playbook:

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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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