The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

On episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing about this market. Todd walks through individual stock charts for Nvidia, Meta, Microsoft, Amazon, Google, GE Vernova, and more. He explains why Google still looks good while Meta and Microsoft are flashing warning signs.

You can view the charts here: drive.google.com/drive/folders/1G0-aDYImuf8lBq…

00:00 - Intro

01:00 - The Philosophy of Charts

01:42 - Semiconductors

04:12 - Software

05:34 - GE Vernova

06:31 - Amazon

07:15 - Meta

08:56 - Oracle

09:38 - Microsoft

10:35 - Google

11:20 - The Book & ETFs

27:33 - Chasing Single Themes Can Be Detrimental

30:24 - Industry Groups with an Over 15% Weight

31:47 - Broader Flows Climbing, But Not Extreme

32:38 - Cyclical vs Defensive Flows

33:20 - Contrast Between Financials & Industrials

33:50 - Healthcare

35:15 - Small-Caps

35:51 - Energy

36:30 - Consumer Discretionary

37:30 - Staples

39:32 - REITs

40:18 - Quality is Wasting Space

41:00 - Interest Rates, Gold, & Bitcoin

43:42 - Outro

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