Steve Eisman: “They mistook leverage for genius”

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  • Опубліковано 21 лис 2024

КОМЕНТАРІ • 1,9 тис.

  • @theclimbto1
    @theclimbto1 6 років тому +2686

    I like Pitt, but not for this Role. Steve NAILED it.

    • @P121463S
      @P121463S 5 років тому +46

      TheClimbTo1 Pitt was fine - gave a good performance

    • @lunarmodule6419
      @lunarmodule6419 5 років тому +3

      Pitt is just equivalent to Pamela Anderson 😃

    • @kbanghart
      @kbanghart 5 років тому +3

      @@lunarmodule6419 What does that mean

    • @lunarmodule6419
      @lunarmodule6419 5 років тому +3

      @@kbanghart good looking - bad acting

    • @kbanghart
      @kbanghart 5 років тому +22

      @@lunarmodule6419 good acting, imo

  • @abdulazizzz
    @abdulazizzz 7 років тому +4425

    Steve Carell has done a great job imitating this guy.

    • @zeaferjones1404
      @zeaferjones1404 7 років тому +22

      He actually did at first I gave him crap because it felt like he was playing Dupont again. Who was the crazy mogul who thought he was a wrestling coach and shot an all time great Olympic wrestler.

    • @BeeBeefy
      @BeeBeefy 6 років тому +21

      They almost sound the same!

    • @TheAldkin
      @TheAldkin 6 років тому +17

      he does not imitate him, he created a character from references, that's acting

    • @quarternipp
      @quarternipp 5 років тому +5

      @Armenias Thunk what the fuck do you want him to say?

    • @michaelknoll2295
      @michaelknoll2295 5 років тому +6

      @Armenias Thunk Lmao imagine getting this mad at someone being impressed at an actors portrayal. Eisman himself said it was a good portrayal.

  • @dsmhiggins67
    @dsmhiggins67 5 років тому +1366

    Amazing that Steve Carrell nailed this guy perfectly.
    Still one of my favourite films

    • @LokiDWolf
      @LokiDWolf 5 років тому +17

      Plus, the way it was filmed! Having other well known faces come in via the 4th wall, talk directly to the camera and then disappear. Pretty genius thing right there.

    • @Ahmed-vs1ui
      @Ahmed-vs1ui 4 роки тому +1

      rockn roll u can defenitely see this guy socially aggressive. He was like that back then cuz he was one of the few who knew how baad the situation was

    • @rogermayes3745
      @rogermayes3745 3 роки тому +2

      Steve acts oyt the. Aggressive Jewish guy perfectly. Correct.

    • @paulvsmith
      @paulvsmith 3 роки тому +2

      Me too. Brilliant conceived, important film.

    • @sgt.thundercok4704
      @sgt.thundercok4704 3 роки тому

      Perhaps you should read a book. Like... this book.

  • @thamomentum
    @thamomentum 5 років тому +1793

    Whoa! Get this lady a financial talk show! Proper questions, non aggressive but precise!

    • @jackoneill8654
      @jackoneill8654 5 років тому +51

      Yeah, she represents something other than the Big Lie, and without being the center of attention(Mike Wallace, and almost every other US pundit con or lib, are you listening?) she opens him up and by her work provides a substantive perspective. Yeah, I know, it's almost un-recognizable, isn't it.

    • @tompaulcampbell
      @tompaulcampbell 5 років тому +35

      Cute, too! (Yes, I know, sexist...)

    • @daytonasayswhat9333
      @daytonasayswhat9333 4 роки тому +2

      Meh

    • @klaythompson663
      @klaythompson663 4 роки тому +13

      Mo Mentum
      She was not very professional she's obviously triggered by Drumpf.

    • @bhughes1986
      @bhughes1986 4 роки тому +2

      Exactly my thought. A great interview.

  • @vallurirajesh
    @vallurirajesh 4 роки тому +203

    I have tremendous respect for any man or woman who admits they don't know something as much as this guy. He has no ego and is happy to advertise that he doesn't understand a few things. Great guy.

    • @Jeon1958able
      @Jeon1958able 3 роки тому +2

      @TryllaTröllMaistre Fictitious Fables of Europa I think that was very realistic. As you delve into the world of finance you learn that you're only a speck of dust in the sea of the market. You really can't do anything to change it. The only thing you can do is react to it sadly; even if you know what's going to happen. This is implicitly told in the story where Jamie and Charlie try to warn the people by contacting the Wallstreet journal for which the journalist did nothing, telling their family of what would happen which nobody listened to. Mark going around telling people how wrong the system which absolutely no one listened to; not even Morgan Stanley, leading them almost to bankruptcy. The market is essentially moved by the people in the market and their fear and most importantly greed. Greed is the ultimate human nature and survival instinct so it's impossible to make the market rational because people just aren't rational. It's sad, I know, but that's just how history repeats itself. As a person who can really strongly relate to Mark Baum (or Steve Eisman), I would think that's what he realized too. Even if you want to save them, you just can save those who aren't willing to listen to you.... Hence the reason why he mentioned the analogy of Noah's arc I believe.

    • @Jeon1958able
      @Jeon1958able 3 роки тому +1

      ​@TryllaTröllMaistre Fictitious Fables of Europa So about the one administration comment, it doesn't matter how many administrations runs how much. Even if a couple run an equal amount, if one starts selling, the market is just gonna follow because it's basically driven by human emotions; mainly fear and greed. The housing bubble was a time bomb ticking that was just waiting for someone to pull the trigger. It really didn't matter who pulled that trigger. The system was ill-founded and as people are mainly driven by their own greed, they abused it to its core.
      Having no love for the creditors, I can understand that to a certain extent, because it was indeed mostly those who had insider information at least to a small degree that knew what was going on or knew what was going to happen. But to Mark/Steve's credit, that was why he was so mad at the world and the system because as he puts it
      "people care about the ball game, or what actresses went into rehab"
      "We live in an era of fraud in America. Not just in banking, but in government, education, religion, food, even baseball..."
      "What bothers me isn't that fraud is not nice. Or that fraud is mean. For fifteen thousand years, fraud and short sighted thinking have never, ever worked. Not once. Eventually you get caught, things go south. When the hell did we forget all that? I thought we were better than this, I really did."
      "I just know that at the end of the day regular people are going to pay for all of this. Because they always, always do."
      and I agree to everything he says. It's sad but people just don't care about the world, they only care for themselves. They don't take interest in the economy or politics, they care more about their entertainment. And those that do care about the economy or politics care only for their selfish needs. It's all about what "I" want and "my" selfish desires not being able see the bigger picture. That's what ultimately leads to turmoil, disaster, and crisis. And yes, though I try not to sound too much like so, I am bitter about the world, even to this day to an extent though not as much as the past for America. Which is why I can relate to the Steve Eisman in his past.
      Resetting won't fix anything. It will just eventually start everything all over again, just with different people. It would be a vicious unending cycle because you're not fixing the core issue; human greed, and you can't fix that unfortunately. In terms of the bible as you would put it, look what happened after the incident of the Noah's arc. People are just as corrupt as they used to be if not more. Nothing has been fixed and people just go back to the way they used to be, because in the end, you can't fix people.

    • @gourami7
      @gourami7 2 роки тому

      @@Jeon1958able You're absolutely right, it's human nature, that's why we have these bubbles, crashes, corrections
      Human nature never changes

    • @rukdropov
      @rukdropov Рік тому

      No ego? I think you're a little gullible.

  • @hpygolkyone
    @hpygolkyone 4 роки тому +237

    This woman knows her stuff and can speak financial-eze without reading from a prepared script. Firing off random questions at that level without acting smarmy obviously puts her interviewee at ease. He seems quite comfortable speaking truthfully about sensitive issues and I give full credit to her for doing that.

    • @Bizarro69
      @Bizarro69 3 роки тому +6

      Such a beautifully written comment!

    • @Hiram1000
      @Hiram1000 2 роки тому +8

      Is this a joke? Why do Americans think that anyone with an English accent is a genius. Her questions are quite basic. Most European journalists behave in thin manner. We Europeans don't suffer fools..Americans are not used to this. American politicians wouldn't last 2 weeks in any government in Europe. The press alone would slaughter them, not in a populist way, but in a deep investigative way. Our Journalists dig deep. Every skeleton in every closet will he exposed.
      Most news reporting in Europe ( I'm in Ireland) is conducted without the drama normally used in the US to feign intelligence and mask ignorance.

    • @stealth3918
      @stealth3918 2 роки тому +6

      @@Hiram1000 bro who the fuck asked you they were just complimenting a good interviewer

    • @jwatty8429
      @jwatty8429 2 роки тому

      Yeah bro the daily record is a class rag

    • @Architectureguy
      @Architectureguy 2 роки тому

      @@Hiram1000 How do you know he/she is American? I hope by your statement you don't mean ALL Americans, just as I know that ALL Europeans aren't complete arrogant jerks who think Americans are stupid and naive. Naturally, with over 330 million Americans, we have a greater percentage of ne'er do wells and absolute morons, but we're not ALLLL like that. "American politicians wouldn't last 2 weeks in any government in Europe." Is that meant to be an admission of the mess that is European guvmint??
      I'm conservative because government by its nature is terribly flawed. Government isn't the solution to the problem...government IS the problem. And the media is ALL too happy to contribute to that problem...on both sides of the Atlantic. And by conservative, I don't mean Republican.
      All that said, I'm very proud of my Scots-Irish-Scandinavian ancestry.

  • @citrusforce
    @citrusforce 4 роки тому +354

    This is how you conduct an interview. This lady did a fantastic job.

  • @paaatreeeck
    @paaatreeeck 7 років тому +1440

    I don't know who that interviewer is, but that was one of the best interviews i have ever seen.

    • @barispeace
      @barispeace 6 років тому +1

      paaatreeeck She have beatiful smile and teeth

    • @biplav32
      @biplav32 6 років тому +31

      She is a feminist so stay away.

    • @biplav32
      @biplav32 6 років тому +29

      @James Dowds Feminists have no nuance in their brains.

    • @biplav32
      @biplav32 6 років тому +8

      @James Dowds Are you a feminist? #metoo #believe

    • @RobotSantaClaus
      @RobotSantaClaus 6 років тому +62

      @@biplav32 by your own definition you sound like a feminist rofl

  • @robdiamante7543
    @robdiamante7543 5 років тому +1566

    2017 interview? He predicts...
    2018 Italy financial crisis
    2019 Deutsche Bank under major scrutiny.
    2020 probably should listen to him

    • @MommaKnowsBestest
      @MommaKnowsBestest 5 років тому +59

      I love to see him to more interviews. I definitely want to hear what he is thinking.

    • @WallaceRoseVincent
      @WallaceRoseVincent 5 років тому +64

      You nailed it. He was/is 100% right.

    • @Toshinben
      @Toshinben 5 років тому +145

      People tend to listen to the one who's most confident, not the one who knows more.

    • @colonelburton8451
      @colonelburton8451 5 років тому +96

      2019 Deutsche Bank is a fucking penny stock

    • @SiLoMixMaster
      @SiLoMixMaster 5 років тому +4

      @@colonelburton8451 🤣🤣🤣

  • @kemchobhenchod
    @kemchobhenchod 4 роки тому +258

    "When the Texas ratio gets over 100%, the bank is done."
    Texas ratio = (non performing loans / tangible book value + reserves)
    Gonna keep that one in my pocket.

    • @DanielHardej
      @DanielHardej 4 роки тому +2

      ua-cam.com/video/yG96RttfZtM/v-deo.html

  • @aravindhanveeramani6142
    @aravindhanveeramani6142 4 роки тому +360

    This is the guy who said ZERO possibility and took his call and left the conference

    • @mrtoad1408
      @mrtoad1408 4 роки тому +12

      Always thought that was a strange move that he let his sensibilities get the better of him and basically advertised his short position.

    • @simonr7097
      @simonr7097 4 роки тому +46

      @@mrtoad1408 because he was not in it purely for the financial gain. He says himself in this interview that although he was aware of the coming crisis, he was not hoping for it, on the contrary. He wanted to warn people of their own stupidity (but he was probably aware the probability that they would listen was ZERO!)

    • @falco447
      @falco447 3 роки тому +6

      @@simonr7097 Very well explained!

    • @tyqwe45qe
      @tyqwe45qe 3 роки тому

      @@mrtoad1408 You know it doesn't matter right? He's still making the trade of his life no matter what because he's betting against a market that's about to crash.
      The whole housing market of the US in that case.
      Not marketing his short position would only make more people lose everything and him getting a bit more of money. Which isn't illegal but is definetly immoral at that point.

  • @MattyVice
    @MattyVice 5 років тому +1416

    Steve Carrell should have gotten the Oscar nod for this, not Bale

    • @4lx123
      @4lx123 5 років тому +53

      Bale sucked. Michael Burry is nothing like the crazy portrayal Bale came up with for who knows what.

    • @MattyVice
      @MattyVice 5 років тому +83

      Bale didn’t suck per se, it was a good acting job, but poor character direction
      A parallel can be drawn with Jared Leto joker. It was bad acting and bad character directions

    • @charles-y2z6c
      @charles-y2z6c 5 років тому +3

      It's all crap anyways.

    • @garrettk7166
      @garrettk7166 5 років тому +41

      @@charles-y2z6c how so? They covered the financial disaster quite accurately.

    • @charles-y2z6c
      @charles-y2z6c 5 років тому +30

      Garrett K whats all crap is the Oscars. I loved the book and movie, lived the event working in a financial institution.

  • @guitarboy4000000
    @guitarboy4000000 2 роки тому +61

    Hearing the real steve eisman speak, steve carrell really nailed his accent

  • @Alphadog123123
    @Alphadog123123 5 років тому +202

    She’s incredible! Well thought of questions, and always has a simpler question in case her initial incredible (but maybe a little broad question) is something he can’t answer. She clearly did her homework beforehand, and clearly understands the basics of Finance and Banking in general. Absolutely top notch, and 18 minutes of pure learning. Great job

    • @MrLaughinggrass
      @MrLaughinggrass 2 роки тому +3

      I think you're right she's very good at drawing out information

    • @agnidas5816
      @agnidas5816 2 роки тому +1

      It's scripted/pre planned. That's why she asked him things he just happened to think a lot about or answering yes to a long leading q

    • @pretorious700
      @pretorious700 2 роки тому +3

      Are you serious? Very weak and shallow questions. Yeah, she's attractive. Stop with the pandering.

    • @johnadams1281
      @johnadams1281 2 роки тому

      She's terrible, constantly hating on Trump. Total LOSER and evil bitter woman

    • @kitsuneandcake
      @kitsuneandcake 2 роки тому

      @@pretorious700 Couldn't agree more. I think these questions have aged quite poorly and are very much a product of the time. Interesting guest wasted on questions with a very clear motive. Boring.

  • @bellavita2284
    @bellavita2284 7 років тому +577

    An absolutely excellent interview.

  • @lorrainegatanianhits8331
    @lorrainegatanianhits8331 Рік тому +1

    Gosh, this interviewer is the perfect mix. Intelligent, comfortable and beautiful.

  • @Jeon1958able
    @Jeon1958able 3 роки тому +81

    I really loved the realistic direction the movie took on how the characters reacted to the crisis. As you delve into the world of finance you learn that you're only a speck of dust in the sea of the market. You really can't do anything to change it. The only thing you can do is react to it sadly; even if you know what's going to happen. This is implicitly told in the story where Jamie and Charlie try to warn the people by contacting the Wallstreet journal for which the journalist did nothing, telling their family of what would happen which nobody listened to. Mark going around telling people how wrong the system which absolutely no one listened to; not even Morgan Stanley, leading them almost to bankruptcy. The market is essentially moved by the people in the market and their fear and most importantly greed. Greed is the ultimate human nature and survival instinct so it's impossible to make the market rational because people just aren't rational. It's sad, I know, but that's just how history repeats itself. As a person who can really strongly relate to Mark Baum (or Steve Eisman), I would think that's what he realized too. Even if you want to save them, you just can save those who aren't willing to listen to you.... Hence the reason why he mentioned the analogy of Noah's arc I believe.

  • @Centigonos
    @Centigonos 4 роки тому +17

    Interesting how after 30 seconds in you realise that Mr. Eisman is an incredibly bright guy to whom you should listen and this feeling increases from second to second during the interview. Good interviewer, too!

  • @antonioandersen2148
    @antonioandersen2148 5 років тому +155

    “They mistook leverage for genius” Actually they were right. They look(ed) at it from their own wealth perspective. They used over leverage and heavily increased their personal wealth while taking on risk for someone else (their employer). Do you think these multi millionaires regret what they did? They understood the situation perfectly.

    • @matthewdunham1689
      @matthewdunham1689 5 років тому +7

      Exactly

    • @shooter7a
      @shooter7a 5 років тому +38

      People on Wall Street are told by their higher ups to never worry about systemic risk. They know if the failure is large enough, they will be bailed out.

    • @daytonasayswhat9333
      @daytonasayswhat9333 4 роки тому +1

      Good comment. But use [brackets] there instead of (parentheses).

    • @kasegiyabu5030
      @kasegiyabu5030 4 роки тому +3

      @@daytonasayswhat9333 Huh? Where in English syntax are brackets used?

    • @daytonasayswhat9333
      @daytonasayswhat9333 4 роки тому +2

      kasegi Yabu Start by looking up your misuse of “syntax,” then I’ll explain it to you.

  • @casonwicker1279
    @casonwicker1279 5 років тому +53

    I watched this entire interview as if I understood a single thing he said

  • @rohitschauhanitbhu
    @rohitschauhanitbhu 4 роки тому +30

    I loved how brief and to the point he was with his answers. Wish I can see more informative interviews like these

  • @jameschrisdavis
    @jameschrisdavis 6 років тому +34

    She did an incredible job interviewing Steve. Very informative.

  • @kk1993kk
    @kk1993kk 3 роки тому +87

    This guy looks like he knows what he is talking about, he should try investing

  • @52Ryano
    @52Ryano 4 роки тому +25

    What a brilliant interview. She asked intelligent questions and got intelligent answers

  • @5504berry
    @5504berry 2 роки тому +17

    I remember driving home from work and seeing these massive houses being built and wondering wtf is going on. Then a young couple purchased a house down the street from me and had a furniture truck pull up and unload all new furniture. They also had 2 new Hummers and two kids. I met them and they both worked at Best Buy! I couldn't believe it. The husband told me he had 80k in credit card debt during a conversation during one of the home association's fourth of July picnics. I had a sense something was wrong with the economy but just couldn't put my finger on it.

  • @Kardinaal29
    @Kardinaal29 5 років тому +6

    I like him. Obviously very intelligent and best part is he has no problem saying he doesn’t know when asked a question he doesn’t know that answer to. So rare in this day and age. Everyone tries to bullshit their way through a question in fear that if they don’t know something they’ll look stupid. Follow this man’s example.

  • @jimo680
    @jimo680 6 років тому +17

    Thanks Mr. Eisman, and Ms. Marcal for the best interview I've seen in 20 years...and something else. Hope.

    • @sgt.thundercok4704
      @sgt.thundercok4704 3 роки тому +1

      There is no hope. The majority of POS's you are given to vote for in Washington are in on it.

  • @mattsterh7740
    @mattsterh7740 4 роки тому +17

    This guy is so right about quantitative easing. There was never supposed to be more than one quantitative easing. Rome had devalued its denarii by reducing its the silver in its coins from 99% to 50% to in the end about 1%. It never got better and they couldnt properly maintain the army that made them a world power.

  • @AlexSwan
    @AlexSwan 3 роки тому +24

    Fast forward to 2021... leveraged debt is at an all time high.

    • @RobBardgett
      @RobBardgett 3 роки тому +1

      Sooooooooooooooo much higher! Stupid higher!

  • @driftsolstice3685
    @driftsolstice3685 6 років тому +1273

    This is a Swedish business channel. This lady doesn't even speak English as her first language!
    CNN, MSNBC etc, you seriously need to pick up your game.
    Edit: I'm not sure all that many of the replies below understood my comment at all.

    • @zeitgeistx5239
      @zeitgeistx5239 6 років тому +23

      It's called being bi lingual.

    • @AM-om5xz
      @AM-om5xz 6 років тому +5

      Ahah stupidity always surprises me

    • @Sr68720
      @Sr68720 6 років тому +5

      Zeitgeist X Americans cannot speaking English, so yh

    • @Eric-pw4ip
      @Eric-pw4ip 6 років тому +3

      Idiotic statement

    • @Jordan-Ramses
      @Jordan-Ramses 6 років тому +15

      CNN is total garbage. But i don't see what that has do with her speaking good english. I think CNN talks about supposed Russian election interference to distract everybody from real issues. Like the fact that they gave debate questions in advance to Hillary Clinton.

  • @vinista256
    @vinista256 5 років тому +8

    If the Steve Carell portrayal was accurate, Eisman really has mellowed out a lot since the sh-t hit the fan. This was an interesting interview--he is one of the few people I would actually trust about financial matters.

  • @snoozeking7497
    @snoozeking7497 6 років тому +35

    Wow! Eisman got through an entire conversation without dropping one F bomb!

  • @nwtruex07
    @nwtruex07 3 роки тому +14

    So much has changed since this interview. Eisman says that leverage is much lower now, which was true in 2017. Fast forward to now, and leverage is now higher than in 2008.

    • @johnjay370
      @johnjay370 3 роки тому +5

      Yes. Makes you wounder. If the government can just make things like this happen and then the banking industry revs up the leverage machine. Causing inflation and higher taxation. God help us all.🥶😈

    • @sovex9331
      @sovex9331 3 роки тому +1

      Hold $AMC

    • @nonconformist9991
      @nonconformist9991 3 роки тому +3

      They have commercialized and monetized the existence of humanity to a point where the indoctrinated masses feel their lives have no meaning unless they are consuming what they are told too.

  • @blinkyblonk4912
    @blinkyblonk4912 6 років тому +286

    A PERFECT example of how to conduct an interview .
    No shouting . No loaded , biased questions.
    Intelligent questions that have been well thought-out are answered with clear , thoughtful responses.
    The lady speaks English so beautifully and she's polite .
    While way way way way down the other end of the scale there is imbecile Jim Acosta !!!!!

    • @MysterD515
      @MysterD515 5 років тому +11

      Blinky Blonk Jim Acosta has to deal with hostile interviewees. She did not.

    • @brianjames9832
      @brianjames9832 5 років тому +14

      Thomas Headley if you think Acosta is a legit journalist with integrity asking the hard, gritty questions that need asking, then you’re a fool

    • @brianjames9832
      @brianjames9832 5 років тому +6

      Thomas Headley I don’t. None of them are. Political media is a cash grab. They don’t care about integrity or real journalism. But nice try trying to devalue my opinion as some gutless hillbilly.

    • @Pretzulkj
      @Pretzulkj 5 років тому +3

      Get you a man who looks at you like Jim Acosta looks at Jim Acosta, and you will be set for life.

    • @brianjames9832
      @brianjames9832 5 років тому +2

      @Thomas Headley a lion doesnt concern himself with the opinions of sheep. And you sir are q YUUUUUGE sheep.

  • @chang-kp9sp
    @chang-kp9sp 4 роки тому +6

    This is one of the excellent textbook interview that talks about very sensitive issue . This one should be watched by anyone interested in broadcast profession .

  • @bartman898
    @bartman898 5 років тому +14

    Very well done interview.
    Nice to see a journalist ask a question and let the person being interviewed talk.

    • @claucemicro1080
      @claucemicro1080 5 років тому +2

      Bill bartman Yes, she doesn’t want to push for an idea. Besides, he doesn’t speak non-sense and that certainly helps.

  • @gregparrott
    @gregparrott 4 роки тому +18

    Knowing next to nothing about economics, it's refreshing to hear Mr. Eisman speak in such a clear, understandable and cordial manner. It would be nice to hear his views about the pandemic's effects on the economy, how to minimize their severity and duration, and how to make the system more robust. (Improved healthcare is one)

  • @HandsomeBeef
    @HandsomeBeef 7 років тому +588

    Very articulate interviewer.

    • @PDXJack87
      @PDXJack87 7 років тому +35

      Luke she's either phenomenally good at interviewing and doing proper research. and/or has a finance background

    • @iandhr1
      @iandhr1 7 років тому +15

      Probably a combination of both.

    • @I_like_turtles_67
      @I_like_turtles_67 6 років тому +8

      Luke She would have voted for Hillary.

    • @another6223
      @another6223 6 років тому +19

      And she's smart enough and courteous enough to let him talk - unlike so many ego interviewers. She did her homework and she did a great job.

    • @AverageArtz
      @AverageArtz 6 років тому +10

      She's Swedish, so I doubt that. She previously worked for the DN newspaper here in Sweden. She has a degree in political science (pol.kand)

  • @icemanleo
    @icemanleo 3 роки тому +60

    2017: we are not going to go back to the levels of leverage it prompted the collapse
    2021: Hwang show them how is done!

  • @W1LLt3hN1NJ4
    @W1LLt3hN1NJ4 2 роки тому +21

    A truly fantastic interview, I know very little about the financial markets yet Steve and the interviewer kept me captivated throughout.

    • @chrissi.enbyYT
      @chrissi.enbyYT 2 роки тому

      Its worse now

    • @ytpancho
      @ytpancho 2 роки тому

      I just recently got in the market and after learning a lot, I rlly enjoyed the movie

  • @nipponese
    @nipponese 6 років тому +159

    7:10 Did he just call the 2018 Italian debt crisis?

    • @OntologySlays
      @OntologySlays 5 років тому +20

      Yes

    • @kasegiyabu5030
      @kasegiyabu5030 4 роки тому +9

      @rockn roll The euro has caused enormous problems throughout Europe. The countries on the Mediterranean, called 'Club Med', have been raped economically by using this currency.

    • @BangThaBazie
      @BangThaBazie 4 роки тому +16

      Italy's problems were visible from a mile away. Italy almost suffered the same fate as Greece in 2008 and never really recovered from the crisis.
      Now Corona will do them in completely.
      But the overall issue in the EU, an issue that has been debated all the way back in the 80s when the first discussions about this topic happened, is the common currency.
      A currency usually reflects the economic strength of the country giving out the currency. Meaning if there is an economic downturn the currency's value goes down which in turn makes it easier to get exports back up. This makes it easier for countries to get back on their feet.
      Now in the EU everyone has the Euro and it kind of reflects an European average, meaning that economically weaker countries like Greece, Italy, Spain, Portugal etc. have a much more valuable currency than they should have, making it much hard for them to recover after a crisis. While economically strong countries like Germany can export much cheaper than they would be able to with their own national currency. Germany has a massive trade surplus and Germany's surplus is all its neighbor's deficit.
      The idea of this economic union does work in a half-assed approach like that. Either you need to fully integrate and have mechanisms to mitigate issues like these, or you need to go back to national currencies, which would be a very bad idea in my opinion.

    • @kasegiyabu5030
      @kasegiyabu5030 4 роки тому +6

      @@BangThaBazie The US$ works because of the large capital transfers, from the richer areas to the poorer ones. These aren't in the form of debt: the money is *given* to the poor areas. This allows a single currency to service the needs of an area with many different economies. Germany refuses point blank to give money to Club Med, only allowing them to run up debts which, as you point out, their weak economies can't repay.
      Euro can only work if it follows the practices of the US$. That won't happen, so the Euro will destroy the EU far more effectively than political incompetence.

    • @mrECisME
      @mrECisME 3 роки тому

      What 2018 Italian debt crisis? When did that happen?

  • @hawaiihouse2810
    @hawaiihouse2810 4 роки тому +3

    God I wish the U.S. had news like this. Much more educational and informative.

  • @hudsontoo1212
    @hudsontoo1212 5 років тому +133

    I like this guy even though he’s in finance. Shit, even if he made a buck, at least he cared......

    • @panama1942
      @panama1942 5 років тому +22

      hudsontoo1212 Well fuck a guy for making money like everyone else does

    • @kwasg3
      @kwasg3 4 роки тому +1

      While I generally agree with your statement, he didn't just make a buck, he made a BILLION... so he's in no hurry as he says..

    • @Muskar2
      @Muskar2 3 роки тому

      @@panama1942 I'm so late to the party that the place is an ancient ruin, but I'm guessing the OP is not dismissing people for making money, but talking about the sentiment that much of the finance industry makes money without adding value to the economy. And in my opinion, that is a far more interesting and reasonable claim to explore. I know several successful VCs believe that day-trading is practically gambling and much of what hedge funds do is bordering manipulation without benefiting anyone but themselves. I don't even remotely have the knowledge to examine the claims beyond what I want to believe and what the majority believes.

    • @panama1942
      @panama1942 3 роки тому

      @@Muskar2 You’re not wrong, much of the finance world is just making new securities to bet on and make more money.

    • @Muskar2
      @Muskar2 3 роки тому

      @@panama1942 The main pro-argument I've heard is that the securities can help price the market more correctly, but when it comes to high-frequency trading it probably doesn't help the company get a more fair evaluation for the rare times they need to raise capital (e.g. a few times a year). And overwhelming unprofitable startups with negative PR while massively shorting them is arguably neither optimal for the economy. And as I understand it, over-leveraging is the most common systemic flaw in securities.

  • @darlene8130
    @darlene8130 6 років тому +8

    When she asked if the problem was the product or the culture... amazing question! 👏

  • @efanshel
    @efanshel 4 роки тому +3

    I worked with this man and many other analysts- He is typical of the best of these people-he's very interested in separating the true from the false. I hope the political people beat a path to his door.

    • @qs6085
      @qs6085 4 роки тому

      If he’s honest the politicians won’t want to know him unfortunately.

  • @terenfro1975
    @terenfro1975 5 років тому +5

    I'm glad some one else thinks in disasters. My coworkers constantly berate me about it. I always remind them the best way to make sure a system doesn't fail is to understand what causes it to fail.

  • @mrtoad1408
    @mrtoad1408 4 роки тому +4

    Great work. The interviewer tiptoed along the fine line between sticking to the structure of her questions while adapting to the answers he was giving.

  • @alasdairmacintyre9383
    @alasdairmacintyre9383 5 років тому +27

    Steve Carell nailed that accent

  • @gab_borges
    @gab_borges 4 роки тому +9

    Congrats for the interviewer, excellent questions !

  • @narendram5890
    @narendram5890 3 роки тому +15

    Whoever decided Steve Carell against Pitt for this role is a genius

  • @fabo36
    @fabo36 7 років тому +288

    the fact that he compared his view of the crisis to Noah's Ark is interesting since Steve Carrol in Evan Almighty becomes Noah and builds a fuckin Ark LoL!

    • @jeremiahfernandez9161
      @jeremiahfernandez9161 7 років тому +2

      holy shit. haven't thought of that

    • @jerrodsdad
      @jerrodsdad 6 років тому +3

      Good observation!

    • @jaredvennett4036
      @jaredvennett4036 6 років тому

      Fucking lol indeed habibi! Great observation. Too sad that not many people watch this kind of interviews

    • @baronvonfaust
      @baronvonfaust 4 роки тому +1

      In Band of Brothers Michael Fassbender is a member of the squad who first encounters a concentration camp, then later in his career becomes the nazi-hunting (and victim of the camps) Magneto in X-Men: First Class
      Not the same I know, but I thought it was interesting

    • @dogelife7901
      @dogelife7901 4 роки тому +1

      @@baronvonfaust He also went on to hunt Nazi's in Inglorious Basterds

  • @kevmehl
    @kevmehl 4 роки тому +9

    The hallmark of an true expert is someone who is accomplished but still has no problem saying, “I don’t know”. 09:50.

  • @NIGHTMAREuki
    @NIGHTMAREuki 3 роки тому +5

    i'd love to hear his thoughts now. Also, AMAZING host. the whole thing was so captivating.

  • @Hotelgenerator
    @Hotelgenerator 4 роки тому +60

    Steve: "The United States financial system has never been this healthy in my lifetime"
    Corona virus: enters room

    • @QBlessed93
      @QBlessed93 4 роки тому +8

      How convenient that a virus originating in China destroyed Trumps economy, and now Nancy Pelosi and other democrats admit China wants Joe Biden to win. “Nothing to see here folks”

    • @Hotelgenerator
      @Hotelgenerator 4 роки тому +8

      @@QBlessed93 I have to say it's not just the US economy feeling the effects of covid, the Chinese market is also feeling it. And as for China "wanting" Trump not to be reelected, it might have something to do with the trade wars he's engaged in. Trump being re elected would strengthen China's position in my opinion.

    • @QBlessed93
      @QBlessed93 4 роки тому +6

      Michael Sutton You’re correct that other countires including China are feeling the effects. The difference is that the US is in an election year, while they have a lifelong communist ruler. Their government can afford a recession or even a depression, and their power structure will remain the same. The US is in a power struggle, and China is shifting the leverage towards Joe Biden and the democrats for their own political purposes.

    • @LiMitZplus
      @LiMitZplus 3 роки тому +2

      @@Hotelgenerator lol China doesn’t want Trump not sure how anyone could think that

    • @littledovecitydust
      @littledovecitydust 3 роки тому +2

      @@LiMitZplus China certainly prefers Trump over Biden. Contrary to popular beliefs, Biden wasn't born in Beijing.

  • @missionpupa
    @missionpupa 5 років тому +15

    This guy is everything I thought he would be in real life.

  • @tw719
    @tw719 4 роки тому +7

    Great Interview. Can we have a follow up interview, 3 years later? Would be very interesting to hear his views now. Great interviewer by the way.

  • @tomlxyz
    @tomlxyz 4 роки тому +33

    "interest rates are going up"
    "quantitive easing is a failure "
    Funny/sad to hear that now

    • @investingintelligently7856
      @investingintelligently7856 4 роки тому +1

      I know right! Real estate crisis 2.0?

    • @Leotv19
      @Leotv19 4 роки тому +1

      Investing Intelligently it won’t be real estate causing this shrinking ship this time around, but it will widen the hole

    • @akal1236
      @akal1236 4 роки тому +2

      Why would it be real estate?? This bubble has to do with unlimited QE and MMT.

    • @nathanhenson9747
      @nathanhenson9747 4 роки тому +1

      @@akal1236 It can still be a housing crisis, granted it's under different conditions. JPM put aside 8 Billion+ of their own money for loan defaults + they canceled higher risk mortgages. QE is a sledgehammer to actual capitalism when it's used too frequently. Look at Bank of Japan and the ramifications. We basically become a perpetual Well fare state that can't have enough organic growth to survive a modest Interest rate hike without the system failing. There's a reason the interest rate are dipping negative on the futures. If don't stop QE soon we'll get to a point where we won't be able to dig out of.

  • @coreyh4692
    @coreyh4692 3 роки тому +9

    Steve Carell sounded just like him, that is pretty cool.

  • @ttanizawa901
    @ttanizawa901 4 роки тому +3

    Oh look, an actual well-articulated interview.

  • @LearningFast
    @LearningFast 5 років тому +11

    It is amazing how different the US economy has become over the last two years since this interview.
    His assessments at the time were accurate with the information he had. However, now exactly what he predicted WOULDN’T happen is HAPPENING.

    • @MrRayMac1963
      @MrRayMac1963 5 років тому +4

      And we are headed right back into trouble.

    • @josiahsmith7458
      @josiahsmith7458 Рік тому

      impossible to predict a literal global pandemic

  • @georgeofhamilton
    @georgeofhamilton 5 років тому +40

    Opening: "You're gonna have a bad time."

    • @davisc2791
      @davisc2791 4 роки тому

      Never french fry would you should've pizza'd

  • @jergarmar
    @jergarmar 5 років тому +7

    Dang, that's a great interview, on both sides. Good job.

  • @ShufflingManu
    @ShufflingManu 3 роки тому +4

    I really enjoyed this interview! Great questions, even better answers.

  • @hnledoux
    @hnledoux 4 роки тому +97

    "Interest rates in America are going up". Heh woops

    • @actualideas8078
      @actualideas8078 4 роки тому +3

      JAW CRACKER JESUS they did. Repo market in September. Interest rates are going to go up and stocks are gonna collapse.

    • @brendanmcgeown7043
      @brendanmcgeown7043 4 роки тому +19

      @@actualideas8078 but Stonks go up because printer goes BRRR

    • @stephennetu
      @stephennetu 4 роки тому +8

      @@brendanmcgeown7043 wallstreetbets is leaking

    • @key2lifeguac
      @key2lifeguac 4 роки тому

      3 years ago?

    • @marcokite
      @marcokite 4 роки тому +1

      @@actualideas8078 - don't blaspheme

  • @RustinChole
    @RustinChole 4 роки тому +3

    Thank you sir, for allowing your story to have been told.

  • @NiceTrade
    @NiceTrade 6 років тому +106

    Deutsche Bank stock crashes from $ 120 to $ 8.25 ..meantime its still business as usual

    • @tommypetraglia4688
      @tommypetraglia4688 5 років тому +3

      And was taking care of you know who, even having a backdoor hand in sitting a justice on SCOTUS

    • @anagramconfirmed1717
      @anagramconfirmed1717 5 років тому +3

      Cite that

    • @anagramconfirmed1717
      @anagramconfirmed1717 5 років тому +1

      Tommy Petraglia and cite that

    • @zackcolbourne6921
      @zackcolbourne6921 5 років тому +1

      @@anagramconfirmed1717 Was Google down when you read this?

    • @anagramconfirmed1717
      @anagramconfirmed1717 5 років тому +5

      Zack Colbourne if one makes a claim, it's customary to provide citations along with those claims. Was your school system shut down when you read this?

  • @id10t98
    @id10t98 4 роки тому +10

    Ironically, he talks about Noah's Ark and Steve Carrell also played in a movie where he built an ark!

  • @JerzyFeliksKlein
    @JerzyFeliksKlein 5 років тому

    I've seen it half a dozen times and it just get better with age. If every interview could be like that

  • @tjejojyj
    @tjejojyj 6 років тому +14

    Interesting to hear the man himself, especially that he said income inequality was the source of the crisis.
    But he sounded as complacent as the bankers he criticises; that the deleveraging has been “successful” and the “culture has completely changed.” The interview just touched on “bankers going to jail” and didn’t deal with systemic fraud. It also hinted at too-big-to-fail banks but he thought Dodd-Frank had fixed that.
    Why are financial markets incapable of correctly pricing and evaluating risk? Has the nexus between Wall St and the Fed been broken? We have seen spectacular gains on the stock market but this price inflation isn’t matched by the real economy.
    A year after this interview even the limited Dodd-Frank reforms were being wound back. This time the response to the crisis is not more QE but trade war, militarism in preparation of kinetic war, more austerity and the expansion of the police state. The crisis also brings revolutionary conditions because the social order offers no future for the majority of humanity, ie the working class, while a tiny elite engorges itself to become the wealthiest group in human history.
    See:
    www.wsws.org/en/articles/2018/03/16/dodd-m16.html
    Senate Democrats join Republicans to gut Dodd-Frank banking regulations
    By Tom Hall 16 March 2018
    EXTRACT
    ...
    The bill increases the threshold from $50 billion to $250 billion for banks to be considered “systematically important financial institutions” and subject to closer regulatory oversight. This includes the establishment of “living wills” which outline the process by which a bank can be liquidated without destabilizing the economy, and requiring banks to undergo “stress tests” to prove that they can handle a major economic crash without going bankrupt, as occurred in 2008 with the collapse of banks such as Lehman Brothers, Bear Stearns and Washington Mutual.
    This was portrayed dishonestly by senators as an attempt to protect local “community banks” from the allegedly crushing costs of complying with financial regulations. “What I have said consistently is that Dodd-Frank was supposed to have stopped too big to fail, but the net result has been too small to succeed,” Heitkamp told reporters. In fact, companies exempted under the higher threshold include giant entities such as Barclays, American Express, BB&T and BMO.
    The Senate bill also exempts banks with less than $10 billion in assets from the “Volcker Rule” prohibiting high-risk investments with federally guaranteed deposits. It also exempts banks which have granted fewer than 500 mortgages from reporting requirements.
    ...
    END

    • @wjshood
      @wjshood 5 років тому

      Great hearing a billionaire talk about income inequality. Cleary he is part of the solution

    • @kanyeste
      @kanyeste 5 років тому

      Well put

  • @scamrasc
    @scamrasc 6 років тому

    very good interviewer. she seems highly intelligent and articulate, and holds herself capable when conversing with a man like eisman. great job all round and very interesting watch.

  • @tylerloconte8974
    @tylerloconte8974 3 роки тому +6

    "I'm not going to say whether that was right or wrong"
    Him in the movie: "it was wrong."

  • @thetomster7625
    @thetomster7625 4 роки тому +10

    gotta say: this guy - what a cool dude! secondly: really good performance by Steve Carell - he should do more serious stuff. and thirdly: why isn't this guy in politics? finally there is someone who knows what he's talking about

    • @abasis.baruti9819
      @abasis.baruti9819 3 роки тому +1

      He wouldn't get elected or stay elected long. Any number of things from personal skeletons to the very different dynamics between business and politics would kill any career he would build. At best, he'd be like John the Baptist: a lone voice in the wilderness. Lone voice politicians are not very effective. Most likely he'd actually resign due to the REQUIRED lack of ethics that is demanded of all politicians.

  • @gilian2587
    @gilian2587 7 років тому +232

    The next *big* short? In the US? Student loans -- comparing them to what happened in 2008, student loans are a molehill; but they can do some damage. It's around $1.4 trillion of student loan debt with around 11.2% of them in default. The cost of college is far too high... mostly motivated by a little dynamic where the faculty administration ratio used to be around 20% administration, 80% faculty. These days it's closer to 50% administration to 50% faculty. HIgher education as we know it is at risk. The Universities are in a misguided arms race where they keep trying to out spend and out build their competition. In this way, one could say that Universities have become more and more leveraged over time.

    • @SuchingYan
      @SuchingYan 7 років тому +19

      can you actually buy credit default swaps on student loans?

    • @gilian2587
      @gilian2587 7 років тому +30

      Me personally? No. Although I'm sure that Goldman Sachs could if they wished... take a look at this article:
      www.quora.com/Is-it-possible-to-short-the-student-loan-bubble
      I should probably say that I'm not suggesting that anyone go long or short on anything. I'm just of the opinion that the administration in higher education have collectively hurt the prospects and the futures of more young, naive, educated Americans than any other group I can think of. (Whoever happened to be responsible for the 2008 recession notwithstanding).
      I should say that I currently have no personal stake in this issue. My comments are mostly fueled by rage at the deliberate torturing of the concept of a non-profit institution by the University Administrations in this Country to fuel their own pockets at the expense of our future.

    • @fudruckers3916
      @fudruckers3916 7 років тому +9

      You cant, you need a special license to do those trades

    • @AverageArtz
      @AverageArtz 7 років тому +51

      The big difference when comparing student loans to the mortgage crisis is that the housing market was "backed" by the massive mbs market, where banks and people bet on a market that they thought was stable. There are no such thing related to student loans, therefore any potential delinquencies with student loans would be isolated to a single market. Not even remotely as bad as the effects of the housing market crashing.

    • @gilian2587
      @gilian2587 7 років тому +7

      I know of no reason why the student loan market couldn't be securitized. So... how can we be sure that it isn't? Is it not possible to do these things privately? Is it possible for a private network to be extensive enough that when a large private network crashes, that it doesn't bring down a score of other public networks as well?

  • @peterh5165
    @peterh5165 Рік тому

    Excellent video! Wonderful interview.

  • @luc9336
    @luc9336 7 років тому +9

    This is a good interview!!

  • @mattatatt
    @mattatatt 6 років тому +1

    i was coming down here to comment on how great this interviewer was, and see all the other comments.. jeez I don't need to say it. she knows shes good.

  • @connorpowers4369
    @connorpowers4369 4 роки тому +3

    @13:55 "and now it can be told story" a nod to Phillip Gibbs groundbreaking 1920 book when the first real accounts of British soldiers in World War 1 were allowed to be published as to not demoralize the public during wartime. Also known as The Realities of War. Poignant as hell reference.

  • @montieluckett7036
    @montieluckett7036 6 років тому +1

    There should never have been ANY governmental interjection onto the crisis. The reason being is that until it happened all you ever heard coming out of the financial sector was, "Get out of our way, leave us alone, and we'll make money and all will be well for everyone." There ought'a be a law!!!

  • @crunchers9
    @crunchers9 5 років тому +16

    Dodd-Frank is gone, CFPB is gone... still think it's safer today?

  • @TheUndulyNoted
    @TheUndulyNoted 5 років тому +2

    Very interesting at 13:20, notice how when he is happy about his phrase, she essentially just repeats everything he says for like 15 seconds, but it seems like she's really engaged with him.

  • @ryunsu747
    @ryunsu747 5 років тому +5

    Hands down one of the best interviewer I have ever seen.

  • @chrisspavins1011
    @chrisspavins1011 5 років тому +1

    From subprime to negative bonds and mortgages. I wonder what Steve is thinking of our banks and financial institutions today. Brilliant interview.

  • @stefanc4520
    @stefanc4520 3 роки тому +6

    2:55 "Were not going to back to the way it was.." The Gamestop situation begs to differ.

    • @George-cw2lk
      @George-cw2lk 3 роки тому

      Actually stock market changed big time since January. Big boys now killing retailers..

    • @Hagledesperado
      @Hagledesperado 3 роки тому +1

      ​@@George-cw2lk Um, are we looking at the same stock market?

    • @dlugi4198
      @dlugi4198 3 роки тому +1

      @@Hagledesperado yes, but they are projecting narratives sold to them and looking for confirmation of their bias

  • @RiskyNights
    @RiskyNights 5 років тому +31

    This guy is insanely smart.

    • @ognjen2311
      @ognjen2311 5 років тому +11

      Jonne Soimula How did he create the situation?? You have no clue what you’re talking about

    • @GCNavigator
      @GCNavigator 5 років тому +2

      Why do you say this jerk is insanely smart? Because he took someone else’s research and investment idea and profited on it?

    • @daytonasayswhat9333
      @daytonasayswhat9333 4 роки тому +7

      Kalevi Urpilainen Lol. I bet he could do your job, and any other job that you’ve ever done, better than you.

    • @muhammadputera6593
      @muhammadputera6593 4 роки тому +1

      @José Menendéz way to overgeneralize.

    • @xarmanhskafragos2516
      @xarmanhskafragos2516 4 роки тому +1

      @José Menendéz i hope you ll fail in life , you deserve to be miserable

  • @audigex
    @audigex 4 роки тому +6

    As the old saying goes: "Everyone's a genius in a bull market" - add leverage to that, and there's a recipe for disaster.

  • @almabe7608
    @almabe7608 4 роки тому +1

    Steve Eisman - Mark Baum - Steve Carell 🤔
    Same name, but also the looks. Gee incredible.
    I love how Hollywood is able to pick the best fit actors for the part.

  • @SuchingYan
    @SuchingYan 7 років тому +24

    his look really reminds me of david mitchell,,,

  • @mathilde2006
    @mathilde2006 2 роки тому +1

    This woman is one of the best interviewer ever listened

  • @chrisguevara
    @chrisguevara 5 років тому +10

    Its 2019 and the infrastructure investment still hasn't happened. But deregulation has begun.

  • @fvingerhoed
    @fvingerhoed 4 роки тому +1

    Great interview. But will anyone listen? Such a great movie. On all levels.

  • @hishdp1464
    @hishdp1464 5 років тому +50

    Is it coincidence he used an analogy of noah and carrell played a similar role?😅

    • @tommypetraglia4688
      @tommypetraglia4688 5 років тому +6

      For that you get a prize.
      Pick anyone from the top self including the giant teddy bear

    • @nosuchthing8
      @nosuchthing8 5 років тому

      @@tommypetraglia4688 don't be so harsh

    • @jibrankhantareen7300
      @jibrankhantareen7300 5 років тому +1

      @@nosuchthing8 internet bruh

  • @roakes1956
    @roakes1956 6 років тому +2

    Excellent interview.

  • @danielmarshall4587
    @danielmarshall4587 5 років тому +22

    "just a moment ....just a moment" is this interview taking place in the room at the end of the film 2001?

  • @DeeWeber
    @DeeWeber Рік тому +1

    It’s 2023. The deregulation of regional banks along with a rapid interest rate increase by the Fed, after years of virtually zero percent interest rates, has led to several banks failing in the last week and a half.

  • @canefan17
    @canefan17 5 років тому +9

    Absolutely. Major tuition bubble.
    How can we short that sector?

    • @sanjayaiyar4351
      @sanjayaiyar4351 5 років тому +1

      canefan17 Short Navient stock. Literally would’ve taken you 1 min to google....

  • @Grimfanden
    @Grimfanden 3 роки тому +2

    Damn, seeing this intervju .. Steve Nailed his role!

  • @robdobson5056
    @robdobson5056 7 років тому +30

    Smart dude

  • @NicolaOldSchool
    @NicolaOldSchool 3 роки тому +1

    Very professional and well made interview.

  • @deeptacos1991
    @deeptacos1991 5 років тому +10

    Interview given in Jan 2017; "What will happen in March (with Brexit)?". The same thing as in March 2019, apparently; zilch.

  • @MichaelCampbell01
    @MichaelCampbell01 4 роки тому +1

    Great interviewer + Great interviewee = Great interview