Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack newsletter writer, for a wide-ranging conversation covering Scott Bessent's attempt to repress interest rates, the yen carry trade, the Tesla/SpaceX struggles, and much more.

00:00 - Intro

01:18 - Scott Bessent & Interest Rates

13:00 - The AI Ecosystem

21:35 - The Dollar Yen Trade

30:57 - The Current Investing Environment

36:33 - Tesla & SpaceX

46:14 - 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