『The Eisman Playbook』のカバーアート

The Eisman Playbook

The Eisman Playbook

著者： Don't Touch My Radio
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 The Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you're a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds. Follow Us on Social Media! Production Credits Producer: Collier Landry, Don't Touch My Radio Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services by Don’t Touch My RadioCopyright ©2025 個人ファイナンス 政治・政府 経済学
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  • Spanning the Gamut of Financial Services with Dwight Collins.

    Spanning the Gamut of Financial Services with Dwight Collins.
    2025/05/19
    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: 🌐 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
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    1 時間 11 分
  • Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books

    Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books
    2025/05/18
    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. 00:00 Introduction and Casual Conversation 00:10 Discussing the Song 'When the Levee Breaks' 01:49 Market Observations and Steve Eisman's Introduction 03:44 Steve Eisman's Background and The Big Short 13:12 Current Market Views and Predictions 27:56 Q&A Session with Steve Eisman 48:40 Financial Crisis Concerns 49:32 AI and Future Investments 50:45 Synthetic Products and Retail Investors 52:11 Commercial Real Estate Issues 53:32 Tech Giants: Apple and Google 01:01:35 Bitcoin and Cryptocurrencies 01:07:27 Comic Books and Personal Stories 01:26:27 Monetary Policy and Interest Rates 01:29:24 Conclusion and Final Thoughts 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. 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
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    1 時間 39 分
  • The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings

    The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings
    2025/05/16
    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
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    13 分

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