• Market Resilience Amid Multiple Challenges - The Friday Market Wrap!
    2025/06/14

    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. 00:00 Market Overview and Trade Dynamics 03:30 Inflation Insights and Company News 06:45 Geopolitical Tensions and Market Reactions 09:45 Understanding Financial Crashes and Incompetency 15:45 Regulation in Capitalism and Future Outlook

    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

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    14 分
  • Safe to Stay Invested? Decoding 2025 Stock Charts
    2025/06/09

    In this episode of the Real Eisman Playbook, Steve Eisman interviews Todd Sohn, a technical strategist at Strategas. They delve into the world of technical analysis, discussing the importance of chart patterns, market trends, and sentiment analysis in trading. Todd explains how technical analysis serves as a supplement to fundamental analysis, helping traders identify big picture trends and manage risk. The conversation also covers the dynamics of market breadth, the significance of sector performance, and the current sentiment in the market, providing listeners with valuable insights into effective trading strategies. They analyze the implications of recent trends, the role of gold and crypto in investment strategies, and the potential risks associated with concentrated exposure to leading companies. The discussion culminates in an outlook for the market, emphasizing the importance of due diligence and tactical investment approaches.

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    59 分
  • A Skeptic's Guide to Cryptocurrency and Stablecoins
    2025/06/08

    In this episode of his podcast, Steve Eisman interviews Rahul Jindal, a FinTech strategist at Autonomous, to discuss crypto, stablecoins, and payments. They delve into the evolution of crypto from 2009 to the present, discussing its correlation with traditional markets and its potential role as a financial asset. They also clarify the concept of stablecoins, explaining their functionality and the importance of trust and regulation. The conversation explores regulatory developments in the crypto space and the potential impact of stablecoins on the payment system. They touch on the resilience of traditional payment giants like Visa and MasterCard and the challenges new technologies face in disrupting established systems. The discussion concludes with insights into the varying success of different fintech companies and the importance of verticalized business models.

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    1 時間
  • Stablecoin and Instability with Trump and Musk - The Friday Market Wrap!
    2025/06/07

    In this episode of the Real Eisman Playbook, Steve Eisman discusses the recent market trends, including a rally in the S&P and NASDAQ, the impact of tariff news, and the recovery journey of Wells Fargo. He also delves into the conflict between Elon Musk and President Trump, insights from the latest employment data, and reflections on market corrections. The conversation concludes with a discussion on Bitcoin and stablecoin, highlighting their potential and challenges in the current financial landscape.

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    17 分
  • Does China Own Apple? With Patrick McGee
    2025/06/05
    In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China. Steve interviews Patrick McGee, author of ‘Apple in China,’ unraveling how Apple moved its production almost entirely to China by the end of 2010. The discussion explores Apple’s transition from localized production to heavily outsourcing manufacturing, the role of suppliers in driving these changes, and the geopolitical ramifications of Apple’s deep ties with China. The conversation highlights Tim Cook’s key role in this shift, the innovative prowess of Chinese manufacturers, and the operational challenges Apple faces in diversifying production away from China. The episode underscores the complex relationship between Apple and China, shedding light on the broader implications for U.S.-China relations and how the company’s reliance on China poses significant risks. 00:00 Intro 02:25 Apple's Manufacturing Journey in the 90s 05:54 Tim Cook's Impact on Apple's Manufacturing 07:18 The Long March to China 09:05 The Role of Contract Manufacturers 14:30 China's Manufacturing Ecosystem 18:32 Apple's Influence on China's Manufacturing 25:29 The Apple Squeeze and Its Implications 26:56 Apple's Talent Migration to Competitors 27:24 Xi Jinping's Impact on Apple in China 27:44 Apple's Rapid Growth in China 28:51 Apple's Struggles with Chinese Regulations 30:00 Apple's Strategy to Win Over China 33:05 The Rise of Chinese Competitors 39:51 Challenges of Manufacturing Outside China 45:02 Apple's Political and Economic Bind 46:17 Concluding Thoughts on Apple's China Dilemma You can find more about Patrick McGee's work here: https://patrick-mcgee.com/ "Apple CEO Tim Cook" by deerkoski is licensed under CC BY 2.0. "Tim Cook with Chongqing Mayor Huang in Apple Jiefangbei" by Junyi Lou is licensed under CC BY-SA 4.0. 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
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    53 分