Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
The Real Eisman PlaybookShow Notes
On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up.
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00:00 - Intro
01:08 - What Has Happened in Recent Weeks?
08:37 - Tech: Semis, Equipment, & Software
21:30 - Financials: Banks & Private Equity
26:38 - Which Sectors Are Not Working: Healthcare & Defense Stocks
29:51 - Industrials: GE Vernova, Vertiv, & More
34:30 - The Energy Sector
35:35 - Last Words: Are We in a Melt-Up?
36:35 - Outro
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