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Article // Intelligence

Steve Eisman · Sep 21, 2026

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

And the Yen carry trade

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What's interesting

  • Mentions Tesla
  • Mentions SpaceX
  • Mentions Anthropic
  • Discusses Treasury
  • Discusses AI
  • Discusses Interest rate policy
  • Mentions Scott Bessent

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Treasury AI Interest rate policy AI Infrastructure market analysis Stock market trends Federal debt Hyperscalers IPO speculation Carry trade

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Scott Bessent George Noble

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