Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/
On episode 81 of The Real Eisman Playbook, Steve Eisman sits down with Benn Steil, Director of International Economics at the Council on Foreign Relations for a conversation covering today’s inflation dilemma, the dollar’s exorbitant privilege versus France’s sovereign bond crisis, and why the trajectory of US debt is ugly even if the doomsayers have been wrong for 40 years.
00:00 - Intro
00:40 - The Fed, Inflation, & Rates
08:50 - Scott Bessent
13:11 - The Federal Deficit
22:20 - France
27:20 - Henry Wallace
39:15 - Bretton Woods
46:28 - The Marshall Plan
49:08 - Outro
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Real 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