Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller
In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves.
The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies halt new orders due to rising tariffs, empty shelves and reduced trucking volumes are anticipated, with serious ramifications for employment and various industries. With real-time data and expert analysis, this episode sheds light on the unfolding crisis and its potential long-term effects on the economy.
Link to this episode on YouTube:
Episode Highlights:
00:00 Introduction to Current Market Conditions
00:46 Welcome to The Eisman Playbook
01:34 Market Volatility and Earnings Week
02:31 Introducing Craig Fuller of Freight Waves
05:26 The Importance of Logistics in the Global Economy
08:07 Impact of US-China Trade Relations
15:14 The Decline in Container Volumes
26:31 The Great Freight Recession
30:06 Impact of Tariffs on US Industries
31:38 US Export Challenges
32:36 China's Trade Restrictions on Boeing
34:54 Impact on US Imports
38:42 Supply Chain Crisis and Economic Impact
41:27 Trucking Industry Slowdown
45:40 Economic Predictions and Market Reactions
53:24 Conclusion and Final Thoughts
About my guest, Craig Fuller:
Freight Waves website: https://www.freightwaves.com/
Craig on X: https://x.com/FreightAlley
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X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
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Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
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.
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1:03:28
The Friday Market Wrap! Mixed Earnings and Trade Uncertainty
In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of consumer-facing, industrial, and tech company earnings, emphasizing the pervasive economic uncertainty due to ongoing trade negotiations. Tune in for comprehensive insights and what to expect moving forward amidst the fluctuating economic landscape.
00:00 Introduction and Weekly Market Wrap-Up Announcement
00:14 Market Performance Overview
01:16 Trade Negotiations and Earnings Highlights
02:28 Consumer-Facing Companies Earnings
05:19 Industrials Sector Earnings
07:30 Tech Sector Earnings
09:36 Conclusion and Market Outlook
10:55 Podcast Teaser and Closing Remarks
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns
TikTok: https://www.tiktok.com/@eismanplaybook
– Get bite-sized investing wisdom and clips from the show
Instagram: https://www.instagram.com/eismanplaybook– Behind the scenes, quotes, and episode highlights
Website: https://www.eismanplaybook.com – Full episodes, articles, and more
👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.
Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
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.
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14:48
5 Things I Learned from This Week's Episode on Banks!
Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape.
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https:// linktr.ee/eismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services: Don’t Touch My Radio
Disclaimer: The financial opinions expressed are for information purposes only. The views expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not guarantee future results. No particular 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 suitable 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 initially 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.
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2:52
A Financial Crisis or Just a Bank Stock Correction?
In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com bust, the impact of the Great Financial Crisis, and the subsequent regulatory changes, including Dodd-Frank and CECL accounting. The conversation also touches on private equity and credit markets, exploring the potential risks they pose to the financial system. Finally, the hosts reflect on recent earnings seasons, discuss the potential effects of recessions, and consider the future of bank mergers and acquisitions.
About my guests:
Charles Peabody
Brent Erensel - MD Equity Sales - Portales Partners
00:00 Introduction and Market Overview
00:18 Meet the Guests: Charlie Peabody and Brent Erensel
01:05 The Pre-Financial Crisis Banking Landscape
02:48 Post-Crisis Regulations and Their Impact
03:47 The Rise of Private Capital
04:38 Challenges in Regulating Non-Bank Financial Institutions
08:39 The Future of Bank Stocks
11:45 Historical Parallels: The Panic of 1907
15:50 Liquidity Concerns in Private Equity
22:38 Key Metrics for Bank Investing
23:31 Belief in the Book Value of Banks
23:58 Introduction to CECL Accounting
25:43 Impact of CECL on Bank Reserves
28:26 Bank Earnings and Recession Resilience
31:53 Market Sentiment and Bank Stock Recommendations
42:38 Regulatory Environment and Bank Mergers
49:49 Conclusion and Final Thoughts
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
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– Get bite-sized investing wisdom and clips from the show
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Website: https://www.eismanplaybook.com – Full episodes, articles, and more
👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.
Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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1:01:09
Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau
In this episode of the Eisman Playbook, host Steve Eisman engages in a thought-provoking conversation with Wolfgang Münchau, co-founder of Euro Intelligence and an expert on European economic affairs. The discussion centers on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Europe. They explore topics like the shift from traditional manufacturing to digital technologies, the interconnectedness of European economies, and the potential impacts of tariffs and trade policies under President Trump. Münchau also highlights the structural weaknesses within the EU, including the complexity of its regulatory environment and the political challenges in unifying diverse economic policies.
Key Episode Moments:
00:00 Introduction to Digital Service Surcharges
01:07 Welcome to the Eisman Playbook
02:13 Exploring the End of Paradigms
03:00 The German Economic Miracle
03:12 Meet Wolfgang Münchau
03:58 The State of the European Economy
06:36 Germany's Neo-Mercantilism Explained
10:03 Challenges Facing the German Economy
26:29 The Impact of Global Events on Germany
36:23 Germany's Economic Struggles
36:57 The Role of the Financial Sector
39:13 Germany's Energy Policy and Nuclear Power
42:08 Cultural Shifts in Germany
43:36 Europe's Economic Challenges
49:58 The Impact of President Trump's Tariffs
58:38 Future Trade Deals and Global Tariff Zones
01:08:12 Conclusion and Final Thoughts
Watch this episode on YouTube: https://youtu.be/DJPrmT847Vo
Buy Wolfgang's book on Amazon: https://amzn.to/4jqmV4e
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns
TikTok: https://www.tiktok.com/@eismanplaybook
– Get bite-sized investing wisdom and clips from the show
Instagram: https://www.instagram.com/eismanplaybook– Behind the scenes, quotes, and episode highlights
Website: https://www.eismanplaybook.com – Full episodes, articles, and more
👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.
Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you're a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.
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Production Credits
Producer: Collier Landry, Don't Touch My Radio
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio