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5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78

2026-10-05 · 51 min · 13 entities

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Asserted relationships

  • → appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
  • → 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
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    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

Entities found in this episode

websites 4

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": 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 "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

persons 3

  • mentioned Krishna Guha person
    0.72
    evidence rules-v5
    5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
  • mentioned Steve Eisman person
    0.70
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned The Real Eisman Playbook Ep 78 concept
    0.42
    evidence rules-v5
    5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

podcasts 1

  • appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Episode description as stored
On episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to over 5%. He explains that it's a perfect storm of AI debt issuance crowding out Treasuries, war-driven oil prices, the massive deficit, and Kevin Warsh's deliberate withdrawal of the forward guidance guardrails that previous Fed chairs used. They also discuss Scott Bessent's bond buyback program and close with a fun ranking of Fed chairs. 00:00 - Intro 00:42 - Why Were Rates Raised? 03:31 - Kevin Warsh’s Changes 11:43 - The 10-Year Yield 15:20 - Forward Guidance 22:41 - Scott Bessent 29:43 - Rates, AI, & Strains on the Economy 34:27 - Rating Fed Chairmen 44:35 - Outro 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