The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
About this episode
Steve Eisman and Todd Sohn discuss current market warning signs revealed through stock charts and ETF flows.
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…
More episodes of The Real Eisman Playbook
- AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
- Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
- AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
- Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap
- Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
- The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
Explore listener stats, chart rankings, contacts and more on the The Real Eisman Playbook podcast page.