Squawk Pod A Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25
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Dec 11, 2025 
Steve Eisman, the investor famous for his role in the 'big short', shares insights on markets and discusses his recent breast cancer diagnosis, urging listeners to get regular checks. Elizabeth Warren, U.S. Senator, talks about the independence of the Federal Reserve, pushing back against politicization by Trump. She also dives into concerns about Netflix's acquisition of Warner Bros. Discovery, emphasizing the need for antitrust enforcement to protect consumers and workers. Their engaging discussion highlights crucial economic and health topics.
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Fed Cut Was Cautious, Not Consensus
- The Fed cut rates by 25 bps but signaled caution and division among members about future cuts.
- Markets rallied despite uncertainty because the Fed emphasized waiting to see labor and inflation data.
Don’t Count On Instant Rate Relief
- Don't expect immediate drops in your borrowing costs after a Fed cut; lenders may not pass rates through automatically.
- Improve your credit score to qualify for lower rates when lenders adjust pricing, says Silvio Tavares.
How A Locker Room Exam Saved His Life
- Steve Eisman recounted being diagnosed with breast cancer after a friend-oncologist found an irritation.
- He had a double mastectomy and chemo, and urges men to check any breast changes promptly.