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Chris Verrone

Strategas

Real Alpha has cut 2 moments of Chris Verrone (Strategas) talking, from an interview on The Real Eisman Playbook published Jan 5, 2026.

What Chris Verrone said

  1. The Real Eisman Playbook ·

    2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

    4 moments · 16 min

    1. 43:05

      Pharma and biotech may lead a historically underweighted sector

      “The foundation of my health care call is the sector got to a 25-year waiting low in the S&P 500.”
      at 44:45
    2. 58:59

      Verrone expects a 2026 shift toward real-economy stocks

      “It's about owning real stuff with carry versus Bitcoin with no carry.”
      at 1:01:00

    Also from this interview

    1. 28:13

      Housing affordability depends on local supply barriers

      “The problem with affordability in the United States is local. It's all local.”
      Steve Eisman · at 29:21
    2. 21:04

      Oracle’s credit signals may overstate its financing risk

      Ives argues Oracle can fulfill its OpenAI commitments, while Eisman explains why thin CDS trading can exaggerate credit concerns. The distinction matters when assessing whether debt-market moves reflect business risk.

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