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