The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
49 minutes Posted Jun 29, 2026 at 4:00 pm.
Intro
The Philosophy of Charts
Semiconductors
Software
GE Vernova
Amazon
Meta
Oracle
Microsoft
Google
The Book & ETFs
Chasing Single Themes Can Be Detrimental
Industry Groups with an Over 15% Weight
Broader Flows Climbing, But Not Extreme
Cyclical vs Defensive Flows
Contrast Between Financials & Industrials
Healthcare
Small-Caps
Energy
Consumer Discretionary
Staples
REITs
Quality is Wasting Space
Interest Rates, Gold, & Bitcoin
Outro
0:00
49:37
Download MP3
Show notes
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
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