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cover of episode Steve Eisman’s Market Calls: Middle East Conflict & a Trade War 6/17/25

Steve Eisman’s Market Calls: Middle East Conflict & a Trade War 6/17/25

2025/6/17
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B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
D
Dr. Scott Gottlieb
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Joe Kernen
知名金融主播和前股票经纪人，现任CNBC《早间交易》联合主播。
M
Macron
P
President Trump
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Steve Eisman
Topics
Steve Eisman: 我认为伊朗局势实际上对市场和全球都可能极其有利。如果伊朗拥有核武器，土耳其和沙特阿拉伯也会想要核武器，整个地区都会武装起来，那将是一场灾难。清除地球上的死亡邪教是一件非常积极的事情，特别是当这个邪教接近获得核武器时。市场之前可能没有关注伊朗局势，但现在关注了，这可能非常积极。

Deep Dive

Chapters
President Trump's abrupt departure from the G7 summit due to the escalating Israel-Iran conflict sparks debate. His demand for more than a ceasefire and pursuit of a complete Iranian surrender raise concerns about potential escalation. Experts discuss the implications of Trump's actions and Iran's capacity to fully relinquish nuclear ambitions.
  • President Trump left the G7 summit early to focus on the Israel-Iran conflict.
  • He seeks more than a ceasefire, aiming for Iran's complete surrender.
  • Experts question the effectiveness and potential risks of Trump's approach.
  • Concerns about Iran's capability to fully abandon nuclear aspirations are raised.

Shownotes Transcript

President Trump has left the G7 meeting) early, citing his priority monitoring the Israel-Iran conflict. Steve Eisman famously called and profited from the housing crisis, and today the Wall Street watcher is optimistic on the conflict in the Middle East)–at least when it comes to the markets. Former FDA Commissioner Dr. Scott Gottlieb weighs in on the price of cutting health and research funding, as well as his outlook for the innovation pipeline in the U.S. Plus, drama might be brewing between OpenAI and Microsoft, and crypto billionaire Justin Sun) is taking Tron public. 

 

Steve Eisman 11:59

Dr. Scott Gottlieb 22:54

 

In this episode:

Steve Eisman, @EismanPlaybook)

Dr. Scott Gottlieb, @ScottGottliebMD)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Katie Kramer, @Kramer_Katie)