The Eisman Playbook

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.

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

Connect with Steve Eisman and access The Eisman Playbook:

🌐 https:// linktr.ee/eismanplaybook

👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.

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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This is a bonus episode featuring a replay of 'The Noble Update' Twitter Spaces session hosted by George Noble @gnoble79 and co-host Dilley @DilleyCouture, who Steve Eisman joins as he discusses various topics, including the origins of his investment ideas, his thoughts on current market dynamics, and his perspective on housing and financial sectors. Eisman also shares his views on the escalating federal deficit, the role of AI in the economy, and the value of Bitcoin. The session concludes with Eisman revealing his favorite comic books, offering a more personal glimpse into the famed investor's interests.

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don't forget to follow, subscribe, and share the show with someone who needs to hear it.

Podcast 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 views 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 particular 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 initially 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's The Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed.

Market Movements, Trade Updates, and Corporate Earnings: A Weekly Wrap with Steve EismanIn this episode of the Weekly Wrap, Steve Eisman reviews the latest market movements, including a significant rally this week with the S&P 500 up 6.5% and the NASDAQ up 7%. He discusses President Trump's trade negotiations with China, affecting tariffs and potentially U.S. drug costs. Eisman also covers Trump's international investments and the struggling performance of UnitedHealthcare.

Key earnings reports from Cisco and Walmart are analyzed, along with trade-related news involving Apple and a merger of Charter and Cox in the cable industry. He wraps up with insights into the mixed earnings season, the impact of emotional investor reactions, and recommendations on books by Judge Richard Posner.

The episode concludes with a mention of an upcoming podcast interview with Dwight Porter, which will focus on various financial services.

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don't forget to follow, subscribe, and share the show with someone who needs to hear it.

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 views 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 particular 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 initially 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared to the pre-crisis era, and the challenges of building affordable homes due to local zoning laws. Zelman expresses caution about investing in home builders given current market conditions, emphasizing high rates and affordability issues. For more in-depth analysis, listeners are encouraged to watch the complete podcast.

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In this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affordability crisis, the factors behind it, and potential federal interventions to improve the situation. They also touch on the pressures sell-side analysts face and provide advice for young professionals entering the finance industry.

Finally, Eisman answers listener questions in a new segment called 'Steve's Mailbag' and announces an upcoming financial literacy masterclass.

Link to this episode on YouTube: https://youtu.be/ttViYDGrD-I

Episode Highlights:

About my guest, Ivy Zelman:

Website: https://www.zelmanassociates.com/

Ivy Zelman’s Stock Disclosures:

Connect with Steve Eisman and access The Eisman Playbook:

🌐 https:// linktr.ee/eismanplaybook

👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

A Weekly Wrap: Market Movements, Trade News, and Earnings Highlights

The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies and a vague reversal on Biden-era AI chip curbs, impacting media and chip stocks. A new trade agreement with the UK also promises increased market access and reduced duties on certain goods. On the tax front, there's a proposal to extend the 2017 tax cuts with offsets targeting high incomes and private equity gains.

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don't forget to follow, subscribe, and share the show with someone who needs to hear it.

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 views 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 particular 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 initially 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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves.

The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies halt new orders due to rising tariffs, empty shelves and reduced trucking volumes are anticipated, with serious ramifications for employment and various industries. With real-time data and expert analysis, this episode sheds light on the unfolding crisis and its potential long-term effects on the economy.

Link to this episode on YouTube:

Episode Highlights:

About my guest, Craig Fuller:

Freight Waves website: https://www.freightwaves.com/

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of consumer-facing, industrial, and tech company earnings, emphasizing the pervasive economic uncertainty due to ongoing trade negotiations. Tune in for comprehensive insights and what to expect moving forward amidst the fluctuating economic landscape.

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape.

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In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com bust, the impact of the Great Financial Crisis, and the subsequent regulatory changes, including Dodd-Frank and CECL accounting. The conversation also touches on private equity and credit markets, exploring the potential risks they pose to the financial system. Finally, the hosts reflect on recent earnings seasons, discuss the potential effects of recessions, and consider the future of bank mergers and acquisitions.

About my guests:

Charles Peabody

Brent Erensel - MD Equity Sales - Portales Partners

Follow Steve Eisman and The Eisman Playbook on social media:

👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices