Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
About this episode
Steve Eisman and Dan Clifton discuss the implications of the upcoming midterm elections and other political factors affecting the markets.
On episode 67 of The Real Eisman Playbook, Steve Eisman brings back recurring guest Dan Clifton, political analyst at Strategas, to break down the 2026 midterm landscape. Dan also shares his take on the 2028 presidential race, explains why Kevin Warsh's real agenda is shrinking the Fed's $6 trillion balance sheet rather than cutting rates, and makes the case that tariffs have quietly flipped from a market headwind to a tailwind. 00:00 - Intro 01:40 - The Midterm Elections 12:54 - Where Are We with Tariffs? 15:27 - What's Left with Trump's Agenda? 17:47 - The Fed 23:34 - Bank Regulation 24:59 - Looking Ahead to 2028 36:22 - The Iran War 39:23 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 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…
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
- The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
- 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.