The Eisman Playbook

In this episode of the Eisman Playbook, host Steve Eisman engages in a thought-provoking conversation with Wolfgang Münchau, co-founder of Euro Intelligence and an expert on European economic affairs. The discussion centers on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Europe. They explore topics like the shift from traditional manufacturing to digital technologies, the interconnectedness of European economies, and the potential impacts of tariffs and trade policies under President Trump. Münchau also highlights the structural weaknesses within the EU, including the complexity of its regulatory environment and the political challenges in unifying diverse economic policies. Key Episode Moments: 00:00 Introduction to Digital Service Surcharges 01:07 Welcome to the Eisman Playbook 02:13 Exploring the End of Paradigms 03:00 The German Economic Miracle 03:12 Meet Wolfgang Münchau 03:58 The State of the European Economy 06:36 Germany's Neo-Mercantilism Explained 10:03 Challenges Facing the German Economy 26:29 The Impact of Global Events on Germany 36:23 Germany's Economic Struggles 36:57 The Role of the Financial Sector 39:13 Germany's Energy Policy and Nuclear Power 42:08 Cultural Shifts in Germany 43:36 Europe's Economic Challenges 49:58 The Impact of President Trump's Tariffs 58:38 Future Trade Deals and Global Tariff Zones 01:08:12 Conclusion and Final Thoughts Watch this episode on YouTube: https://youtu.be/DJPrmT847Vo Buy Wolfgang's book on Amazon: https://amzn.to/4jqmV4e 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

In a captivating discussion, Michael Nathanson, a media analyst from Moffett Nathanson, sheds light on the seismic shifts caused by Netflix's rise. He explores how Netflix’s international strategy has disrupted traditional media, forcing cable networks to adapt. The conversation also dives into Disney's struggles with franchise fatigue, the impact of AI on media giants, and the challenges facing traditional pay TV. To wrap up, he shares recommendations on both current hits and classic shows, ensuring listeners have plenty to binge!

Dive into the intricacies of the 2008 financial crisis with an expert analysis of excessive leverage in banks and the collapse of subprime mortgages. Explore how derivatives played a crucial role in amplifying risks and triggering widespread failure. Gain insights into the regulatory shifts post-crisis, including the Dodd-Frank Act, and how they reshaped the financial landscape. Reflect on current market conditions, trade tariffs, and future banking possibilities, while uncovering lessons learned to prevent another economic disaster.

Danny Moses, Porter Collins, and Vincent Daniel, former partners of Steve Eisman, share their insights from the financial world. They tackle the chaos stirred by recent tariffs and reflect on strategies for a potential bear market. Personal anecdotes from the 2008 crisis provide humor and depth, emphasizing lessons learned during financial turmoil. They discuss the vulnerabilities of optimized supply chains and critique current economic policies, revealing how past experiences shape their approach to today's market challenges.

Dan Clifton, Head of Policy Research at Strategas, joins to discuss the fallout from Trump's surprise tariff announcement. He provides a detailed analysis of market reactions, potential retaliation from global partners, and implications for U.S. foreign policy. The conversation dives into how tariffs could reshape the economy, the unique leverage the U.S. holds in trade negotiations, and the complexities surrounding fiscal policies in Congress. Clifton's insights illuminate the intertwining of political maneuvers and economic strategies, making for a captivating discussion.

I'm Steve Eisman and welcome to my podcast The Eisman Playbook. In my 35 years of experience of investing in markets, I've seen many ups and downs. You might know me because I was depicted in the book The Big Short, by Michael Lewis and portrayed by Steve Carell in the movie of the same name. In this podcast, we are going to explore and analyze market trends.Companies and sub-sectors through various guests in and around the financial world. My goal here is simple to educate, so come and join me as I share with you the Eisman playbook.Social Media and Website Links: https://www.steveeisman.comFollow 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 CreditsProducer: Collier LandryProducer & Publicity: Steven Cohen, Next Horizon MediaProduction Company: Don’t Touch My RadioDisclaimer: 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