The Eisman Playbook

The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings


Listen Later

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.

Episode Highlights:

  • 00:00 Introduction and Market Overview
  • 00:25 Trade News and Market Reactions
  • 02:25 Healthcare and Company Specific News
  • 03:27 Tech and Retail Earnings Reports
  • 05:39 Trade War Concerns and Market Sentiment
  • 07:55 Book Recommendations and Podcast Updates
  • 09:07 Conclusion and Disclaimers

  • Follow Steve Eisman and The Eisman Playbook on social media:

    • X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve's latest insights
    • YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns
    • TikTok: ⁠⁠⁠⁠https://www.tiktok.com/@eismanplaybook⁠⁠⁠⁠
    • – Get bite-sized investing wisdom and clips from the show
    • Instagram: ⁠⁠⁠⁠https://www.instagram.com/eismanplaybook⁠⁠⁠⁠– Behind the scenes, quotes, and episode highlights
    • Website: ⁠⁠⁠⁠https://www.eismanplaybook.com⁠⁠⁠⁠ – Full episodes, articles, and more

      👉 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

      ...more
      View all episodesView all episodes
      Download on the App Store

      The Eisman PlaybookBy Don't Touch My Radio

      • 4.9
      • 4.9
      • 4.9
      • 4.9
      • 4.9

      4.9

      110 ratings


      More shows like The Eisman Playbook

      View all
      Odd Lots by Bloomberg

      Odd Lots

      1,796 Listeners

      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      938 Listeners

      Grant’s Current Yield Podcast by Grant's Interest Rate Observer

      Grant’s Current Yield Podcast

      665 Listeners

      Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

      Capital Allocators – Inside the Institutional Investment Industry

      804 Listeners

      The Compound and Friends by The Compound

      The Compound and Friends

      2,058 Listeners

      RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

      RenMac

      74 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      66 Listeners

      The Memo by Howard Marks by Oaktree Capital Management

      The Memo by Howard Marks

      417 Listeners

      RiskReversal Pod by RiskReversal Media

      RiskReversal Pod

      795 Listeners

      MRKT Matrix by RiskReversal Media

      MRKT Matrix

      179 Listeners

      Forward Guidance by Blockworks

      Forward Guidance

      277 Listeners

      On The Tape with Danny Moses by RiskReversal Media

      On The Tape with Danny Moses

      143 Listeners

      BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

      BG2Pod with Brad Gerstner and Bill Gurley

      469 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      91 Listeners

      The Real Eisman Playbook by Steve Eisman

      The Real Eisman Playbook

      50 Listeners