Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37 скачать в хорошем качестве

Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more. 00:00 - Intro 01:54 - Breaking Down the State of the Industrial Sector: What's Growing & What's Not? 06:34 - What's Going On with Eaton? 11:00 - What's Doing Well in AI? What's Not Doing Well? 12:30 - Honeywell 15:12 - GE Vernova & The Power Concern 29:37 - 3M 32:15 - Housing 34:30 - Nigel's Best Calls & Worst Calls 38:20 - Is Trump's Supply Plan Working? 40:08 - Looking Ahead to Next Year Subscribe 👉🏻   / @realeismanplaybook   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 ©2025 Steve Eisman #wallstreet #finance #businessnews #investing #businesspodcast #investment #financepodcast #stockmarket #ai On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more. 00:00 - Intro 01:54 - Breaking Down the State of the Industrial Sector: What's Growing & What's Not? 06:34 - What's Going On with Eaton? 11:00 - What's Doing Well in AI? What's Not Doing Well? 12:30 - Honeywell 15:12 - GE Vernova & The Power Concern 29:37 - 3M 32:15 - Housing 34:30 - Nigel's Best Calls & Worst Calls 38:20 - Is Trump's Supply Plan Working? 40:08 - Looking Ahead to Next Year Subscribe 👉🏻https://www.you