Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

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 future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices