SCOUT· 66%51m·2026-10-05·Money5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
On episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to over 5%. He explains that it's a perfect storm of AI debt issuance crowding out Treasuries, war-driven oil prices, the massive deficit, and Kevin…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 51%
- Community
- 85%
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“I still think the idea that this is a “strong” labor market is a farce. There’s been no net job growth for more than 24 months, and nominal wage increases have been falling for about the same amount of time. Headline unemployment is a propa…”
“Watching macro strategists and Treasury policy bets collide with 5% benchmark rates is a masterclass in market friction. Retail keeps positioning for an artificial liquidity rescue, but persistent 5% rates mean cost of capital is actively…”
“This "K shaped" economy is a major problem for the FED. Rich consumers don't really care if prices go up by 4% a year, they can afford it. But I do think the economy is giving a false sense of resiliency with the 10 year now at 5.33%. Curre…”
“"52% of our fellow Americans own no financial assets. They don't have equity in their house, or an account at Schwab, or an account at Coinbase. They're living off their W-2 income, and this surge in prices has destroyed them. It's the most…”
More from The Real Eisman Playbook
See all episodes →
73%AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
72%Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
72%The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
Similar episodes from other shows
More like The Real Eisman Playbook →
The Debt, the AI Bubble, and Strategy's Liquidity Crisis… It's All Connected
Steve Eisman on the 'Paradigm Shift' Happening in Markets Right Now
How Far Will Interest Rates Rise?
Rising Yields Are The Greatest Threat Markets Face Today | Stephanie Pomboy
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.