The Eisman Playbook

Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, shares his insights from years in financial services. He discusses the differences between bulge bracket and boutique firms, particularly in institutional sales. Topics include market trends, the stability of exchanges in volatile conditions, and the evolving roles of fintech giants like Visa and Apple. Collins also sheds light on the complexities of the banking and asset management sectors, including merger dynamics and the challenges posed by deregulation and changing market climates.

Steve Eisman dives into the unpredictable world of financial markets, discussing everything from housing trends to the escalating federal deficit. He shares insights on the role of AI in shaping the economy and expresses skepticism towards cryptocurrency investments. The talk takes a lighter turn as Eisman reveals his favorite comic books, blending personal interests with financial insights. From analyzing tech giants like Apple and Google to concerns about commercial real estate, the conversation balances complex economics with engaging storytelling.

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

In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared to the pre-crisis era, and the challenges of building affordable homes due to local zoning laws. Zelman expresses caution about investing in home builders given current market conditions, emphasizing high rates and affordability issues. For more in-depth analysis, listeners are encouraged to watch the complete podcast. 00:00 Introduction and Overview 00:13 Housing Affordability Challenges 00:35 Impact of Interest Rates on Housing 01:13 Changes in Home Builder Practices 02:19 Regulatory Hurdles for Affordable Housing 02:51 Current Market Conditions and Recommendations 03:25 Conclusion and Podcast Information 04:16 Disclaimer and Production Credits 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. Episode Production Credits Producer:  ⁠Collier Landry⁠ Producer & Publicity: ⁠Steven Cohen, Next Horizon Media⁠ Post-Production Services: 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 guarantee future results. 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 suitable 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

In a captivating discussion, Ivy Zelman, a housing analyst at Zelman Associates, shares her insights on the evolving homebuilding industry. She discusses the impact of the affordability crisis and the challenges home builders face in today’s market. Zelman highlights the shift towards improved cash flow management and land acquisition strategies. The duo also explores potential federal interventions to aid affordability, along with the pressures sell-side analysts encounter, offering valuable advice for newcomers in finance.

A Weekly Wrap: Market Movements, Trade News, and Earnings Highlights In this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies and a vague reversal on Biden-era AI chip curbs, impacting media and chip stocks. A new trade agreement with the UK also promises increased market access and reduced duties on certain goods. On the tax front, there's a proposal to extend the 2017 tax cuts with offsets targeting high incomes and private equity gains. Earnings season continues, with mixed results, particularly in consumer-facing companies and media. However, notable performances were seen from Disney and certain industrial and tech companies like Johnson Controls and AMD. Beyond earnings, the episode covers the Fed's steady interest rates and a surprising testimony from an Apple executive in the Google antitrust trial, which may signal a decline in Google searches due to AI competition. To cap it off, Steve teases an interview with renowned housing analyst Ivy Zelman in the next podcast episode. Episode Highlights: 00:00 Introduction and Market Overview 00:29 Trade News Highlights 02:27 Tax Updates and Proposals 03:30 Private Equity and Venture Capital Challenges 04:47 Federal Reserve and Antitrust News 06:02 Earnings Season Insights 07:22 Consumer-Facing Companies Performance 09:13 Media Sector Analysis 10:35 Industrials Sector Review 12:01 Technology Sector Highlights 13:30 Conclusion and Upcoming Episodes 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

Craig Fuller, CEO of FreightWaves and a veteran in the trucking industry, joins the discussion to unpack the seismic shifts caused by US-China tariffs. He highlights the dramatic drop in container shipments from China, warning of empty shelves and reduced trucking volumes. Fuller dives into the economic implications for various industries and predicts potential job losses in the logistics sector. The conversation reveals how trade tensions are reshaping supply chains and affecting both big corporations and small businesses, especially in agriculture.

In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of consumer-facing, industrial, and tech company earnings, emphasizing the pervasive economic uncertainty due to ongoing trade negotiations. Tune in for comprehensive insights and what to expect moving forward amidst the fluctuating economic landscape. 00:00 Introduction and Weekly Market Wrap-Up Announcement 00:14 Market Performance Overview 01:16 Trade Negotiations and Earnings Highlights 02:28 Consumer-Facing Companies Earnings 05:19 Industrials Sector Earnings 07:30 Tech Sector Earnings 09:36 Conclusion and Market Outlook 10:55 Podcast Teaser and Closing Remarks 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 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

Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape. 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. Episode Production Credits Producer:  Collier Landry Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services: 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 guarantee future results. 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 suitable 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

Charlie Peabody and Brent Erensel from Portales Partners dive deep into the evolution of banking, comparing today's industry to pre-financial crisis days. They examine regulatory impacts like Dodd-Frank and the rise of private equity, shedding light on transparency challenges. Concerns about bank stocks and market sentiments unfold, drawing parallels to historical crises. With a focus on the controversial CECL accounting, they discuss how banks are adapting to safeguard against downturns, while pondering the future landscape of mergers and acquisitions in the banking sector.