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The Real Eisman Playbook
4d ago·49m
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
On episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing about this market. Todd walks through individual stock charts for Nvidia, Meta, Microsoft, Amazon, Google, GE Vernova, and more. He explains why Google still looks good while Meta and Microsoft are flashing warning signs.
You can view the charts here: https://drive.google.com/drive/folders/1G0-aDYImuf8lBqicP12gLKSw3Ishz4JG?usp=drive_link
00:00 - Intro
01:00 - The Philosophy of Charts
01:42 - Semiconductors
04:12 - Software
05:34 - GE Vernova
06:31 - Amazon
07:15 - Meta
08:56 - Oracle
09:38 - Microsoft
10:35 - Google
11:20 - The Book & ETFs
27:33 - Chasing Single Themes Can Be Detrimental
30:24 - Industry Groups with an Over 15% Weight
31:47 - Broader Flows Climbing, But Not Extreme
32:38 - Cyclical vs Defensive Flows
33:20 - Contrast Between Financials & Industrials
33:50 - Healthcare
35:15 - Small-Caps
35:51 - Energy
36:30 - Consumer Discretionary
37:30 - Staples
39:32 - REITs
40:18 - Quality is Wasting Space
41:00 - Interest Rates, Gold, & Bitcoin
43:42 - Outro
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation
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
You can view the charts here: https://drive.google.com/drive/folders/1G0-aDYImuf8lBqicP12gLKSw3Ishz4JG?usp=drive_link
00:00 - Intro
01:00 - The Philosophy of Charts
01:42 - Semiconductors
04:12 - Software
05:34 - GE Vernova
06:31 - Amazon
07:15 - Meta
08:56 - Oracle
09:38 - Microsoft
10:35 - Google
11:20 - The Book & ETFs
27:33 - Chasing Single Themes Can Be Detrimental
30:24 - Industry Groups with an Over 15% Weight
31:47 - Broader Flows Climbing, But Not Extreme
32:38 - Cyclical vs Defensive Flows
33:20 - Contrast Between Financials & Industrials
33:50 - Healthcare
35:15 - Small-Caps
35:51 - Energy
36:30 - Consumer Discretionary
37:30 - Staples
39:32 - REITs
40:18 - Quality is Wasting Space
41:00 - Interest Rates, Gold, & Bitcoin
43:42 - Outro
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation
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
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