# Chris Verrone

Markdown copy of https://realalpha.app/people/chris-verrone/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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

- Role: Strategas

## What Chris Verrone said

- [Pharma and biotech may lead a historically underweighted sector](https://realalpha.app/s/pharma-and-biotech-may-lead-a-historically-underweighted/)
  The Real Eisman Playbook · Jan 5, 2026 · 3 min
  > “The foundation of my health care call is the sector got to a 25-year waiting low in the S&P 500.” — Chris Verrone · [44:45](https://realalpha.app/v/KByibe1S6l8/?t=2685)
- [Verrone expects a 2026 shift toward real-economy stocks](https://realalpha.app/s/verrone-expects-a-2026-shift-toward-real-economy-stocks/)
  The Real Eisman Playbook · Jan 5, 2026 · 3 min
  > “It's about owning real stuff with carry versus Bitcoin with no carry.” — Chris Verrone · [1:01:00](https://realalpha.app/v/KByibe1S6l8/?t=3660)

## Also from this interview

- [Housing affordability depends on local supply barriers](https://realalpha.app/s/housing-affordability-depends-on-local-supply-barriers/)
  The Real Eisman Playbook · Jan 5, 2026 · 3 min
  > “The problem with affordability in the United States is local. It's all local.” — Steve Eisman · [29:21](https://realalpha.app/v/KByibe1S6l8/?t=1761)
- [Oracle’s credit signals may overstate its financing risk](https://realalpha.app/s/oracles-credit-signals-may-overstate-its-financing-risk/)
  The Real Eisman Playbook · Jan 5, 2026 · 7 min
  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.

## The episode

- [2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40](https://realalpha.app/v/KByibe1S6l8/) · The Real Eisman Playbook · Jan 5, 2026