In this episode of The Real Eisman Playbook, Steve Eisman and Chris Verrone from Strategas discuss the current state of the market, analyzing trends, sentiment, and the performance of various sectors. They explore the importance of understanding market internals, the role of momentum in investing, and the implications of inflation on market dynamics. The conversation also delves into the performance of financials and industrials, the impact of AI, and the contrasting behaviors of gold and Bitcoin in the current economic landscape. 

00:00 Market Overview and Trends

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. 

In this episode of The Weekly Wrap, Steve Eisman discusses the recent passage of President Trump’s significant legislation, the implications of ongoing tariff discussions, and the current state of the stock market. He also addresses listener questions regarding investment strategies, market manipulation, and the role of money market funds. The episode concludes with an interview with Dan Clifton discussing the implications of the bill recently signed into law by President Trump. They explore the major provisions of the bill, including tax cuts, spending cuts, and their effects on various sectors such as healthcare and the economy. The discussion also delves into the deficit analysis, the impact on Medicaid, and the revolutionary changes in factory expensing that could stimulate growth in multiple industries. 

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 

00:00 Introduction to the Weekly Wrap and Market Overview

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

In this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the AIG scandal, and the financial crisis. She highlights the role of private equity in modern finance and its impact on various industries, including healthcare. Morgenson emphasizes the importance of exposing corporate fraud and the need for accountability in the financial sector. 

00:00 Introduction to Investigative Journalism

In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting significant economic indicators and trade relations. He delves into the implications of recent trade agreements and the performance of the banking sector, particularly in light of stress tests. The episode also features a mailbag segment where Eisman addresses audience questions regarding interest rates, the dollar’s status, and insights on CEOs in the financial industry. '

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690

00:00 Market Overview and Economic Indicators

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

In this episode of The Real Eisman Playbook, Steve Eisman hosts a panel of financial experts to discuss the characteristics of effective CEOs, the pitfalls of poor leadership, and the lessons learned from both good and bad CEOs in the financial services industry. The conversation covers notable figures like Jamie Dimon and Brian Moynihan, exploring their leadership styles and the impact of their decisions on their companies. The panelists also reflect on CEOs who were once viewed positively but later faced criticism, as well as those who improved over time, emphasizing the importance of accountability, transparency, and adaptability in leadership. 

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 

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.

Evercore ISI

Glenn Schorr

Company Coverage and Disclosures

Ticker

Company

AAMI

Acadian Asset Management

APO

Apollo Global Management, Inc.

BAC

Bank of America Corporation

Glenn Schorr holds a long position in equity securities of Bank of America Corporation.

BK

Bank of New York Mellon Corp.

Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp. 

BLK

BlackRock, Inc.

BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to BlackRock, Inc. in the last 12 months.

Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months.

Glenn Schorr holds a long position in equity securities of Blackrock Inc.

BX

Blackstone, Inc.

Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months.

Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months.

An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Blackstone, Inc..

Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months.

Analyst has a financial interest in a private equity fund managed by Blackstone, Inc..

Glenn Schorr holds a long position in equity securities of Blackstone, Inc. 

OWL

Blue Owl Capital, Inc

Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.

Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.

Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.

C

Citigroup, Inc.

An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Citigroup, Inc..

Glenn Schorr holds a long position in equity securities of Citigroup, Inc. 

BEN

Franklin Resources, Inc.

Glenn Schorr holds a long position in equity securities of Franklin Resources, Inc. 

GS

Goldman Sachs Group Inc.

IVZ

Invesco Ltd.

JPM

JPMorgan Chase & Co.

Glenn Schorr holds a long position in equity securities of JPMorgan Chase & Co. 

KKR

KKR & Co. Inc.

Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by KKR & Co. Inc. in the last 12 months.

KKR & Co. Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to KKR & Co. Inc. in the last 12 months.

Evercore ISI or an affiliate has received compensation from KKR & Co. Inc. for investment banking services in the last 12 months.

MS

Morgan Stanley

Glenn Schorr holds a long position in equity securities of Morgan Stanley.

NTRS

Northern Trust Corp.

Glenn Schorr holds a long position in equity securities of Morgan Stanley.

STT

State Street Corp.

Glenn Schorr holds a long position in equity securities of State Street Corp.

TROW

Evercore ISI or an affiliate has received compensation for products or services other than investment banking services from T. Rowe Price Group, Inc. in the last 12 months.

CG

The Carlyle Group Inc.

The Carlyle Group Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to The Carlyle Group Inc. in the last 12 months.

An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of The Carlyle Group Inc..

Evercore ISI or an affiliate has received compensation from The Carlyle Group Inc. for investment banking services in the last 12 months.

TPG

TPG Inc

TPG Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to TPG Inc in the last 12 months.

Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from TPG Inc within the next three months.

Evercore ISI or an affiliate has received compensation from TPG Inc for investment banking services in the last 12 months.

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 

In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting the recent performance of the S&P 500 and NASDAQ, the impact of earnings reports from major companies, and the evolving landscape of stablecoins and financial technology. He also addresses regulatory challenges and the potential risks of a trade war, emphasizing the dynamic nature of the US economy. 

00:00 Introduction and Market Overview

In this conversation, Steve Eisman and John Cassidy explore the themes of capitalism and its critics, discussing historical perspectives, key figures like Marx, Keynes, and Friedman, and the evolution of economic thought. They delve into the financial crisis, the role of regulation, and the future of capitalism, emphasizing the need for a balanced approach to managing the system. 

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690

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

In this week's Market Wrap, Steve Eisman discusses the current state of the market, focusing on the lack of significant earnings reports and the impact of geopolitical events, particularly the Iran-Israel conflict. He delves into the challenges facing the solar sector due to legislative changes and the housing market's struggles amid rising interest rates. Eisman also addresses concerns regarding private credit and its potential implications for the economy, emphasizing the importance of monitoring these trends as they develop.

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 

In this episode of The Real Eisman Playbook, Steve Eisman interviews Sami Badri, Head of Investor Relations at Cisco, discussing the evolution of the tech landscape from 2015 to the present. They explore the rise of cloud computing, the significance of NVIDIA's chips in the AI revolution, and the development of large language models. The discussion also touches on the current state of the tech ecosystem, including the impact of AI on businesses and the challenges companies face in utilizing their data effectively. This conversation delves into the current landscape of AI infrastructure, focusing on Nvidia's dominance in the GPU market, the challenges of building AI systems, and the evolving dynamics of enterprise spending. The discussion also highlights the critical energy requirements for AI development and Cisco's strategic positioning in the market as it adapts to new technological demands.

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.

In this weekly wrap, Steve Eisman discusses the current state of the market, highlighting the decline in the S&P 500 and NASDAQ, the significant drop in China's exports to the US, and the implications of ongoing trade negotiations. He also covers inflation metrics, company news including Warner Brothers' restructuring and Apple's position in AI, and the geopolitical tensions arising from the Israel-Iran conflict. The conversation delves into the causes of financial crashes and the challenges of spotting bubbles, while advocating for a balanced approach to regulation in capitalism.

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.