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

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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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