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

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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?
21:22 - The Fed
27:09 - Bank Regulation
28:04 - Looking Ahead to 2028
39:57 - The Iran War
42:58 - Outro

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