Earnings, Geopolitics, and Sectors - The Friday Market Wrap!
whatshot 10 snips
Jun 21, 2025
Steve Eisman analyzes the shaky current market, spotlighting the impact of the Iran-Israel conflict and its potential effects on U.S. involvement. The solar sector faces hurdles from regulatory changes and rising interest rates, which dampen growth opportunities. Meanwhile, the housing market struggles with locked homeowners, limiting mobility. Additionally, concerns about private credit growth loom, recalling memories of the subprime crisis and underscoring the importance of staying vigilant in these uncertain times.
John Cassidy's sweeping narrative examines capitalism's evolution through the lens of its detractors, spanning from 19th-century Luddites to contemporary degrowth advocates. The book highlights both famous critics like Marx and Keynes, and lesser-known figures such as Trinidadian economist Eric Williams and Indian Gandhian economist J.C. Kumarappa, while addressing modern concerns about AI, inequality, and climate change.
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.
00:00 Introduction and Show Updates
01:10 Market Overview and Earnings Season Insights
03:30 Geopolitical Influences on the Market
04:15 Solar Sector Challenges
05:30 Housing Market Dynamics
09:45 Private Credit Concerns and Economic 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.
The Real Eisman Playbook 