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The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73

2026-08-17 · 45 min · 13 entities

episode page audio

Asserted relationships

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    0.77
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
  • → hosted by Steve Eisman person
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    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • → discusses Business company
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    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
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    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

Entities found in this episode

websites 6

  • 0.90
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
  • references realeismanplaybook.substack.com website
    0.77
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

concepts 3

  • mentioned Investing concept
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    evidence rules-v5
    Feed category: Investing
  • mentioned The Real Eisman Playbook Ep 73 concept
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    evidence rules-v5
    The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

persons 2

  • mentioned Steve Eisman person
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    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
Episode description as stored
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Trennert & Chris Verrone from Strategas for a wide-ranging mid-year reality check on a tumultuous 2026. They cover the AI capex debate, the war in Iran, private equity's monetization problem, and why the market has proven far more resilient than most expected. 00:00 - Intro 01:37 - The Year So Far 09:06 - The Fed, Leadership, & Private Equity 13:58 - The War in Iran, Oil, & China 16:55 - AI, Software, Meta, Amazon, & Microsoft 29:22 - Banks 31:43 - Europe 35:57 - Defensive Sectors 38:48 - Closing Thoughts Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → 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 ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices