13 March 2026
The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
The Real Eisman Playbook
About
On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks will play out, and ponder what "winning" would actually look like.
00:00 - Intro
01:50 - Market Uncertainty During Times of War
02:57 - Oracle
04:20 - Introducing Helima Croft
05:22 - Iran's Response
10:26 - How Long Til Europe Starts to Have a Problem
13:18 - How the US Government is Responding
19:27 - What Does "Winning" Look Like?
24:25 - Helima's Background
31:44 - Predicting How This Will Play Out
37:53 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The 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 ©2025 Steve Eisman
Learn more about your ad choices. Visit megaphone.fm/adchoices
00:00 - Intro
01:50 - Market Uncertainty During Times of War
02:57 - Oracle
04:20 - Introducing Helima Croft
05:22 - Iran's Response
10:26 - How Long Til Europe Starts to Have a Problem
13:18 - How the US Government is Responding
19:27 - What Does "Winning" Look Like?
24:25 - Helima's Background
31:44 - Predicting How This Will Play Out
37:53 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The 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 ©2025 Steve Eisman
Learn more about your ad choices. Visit megaphone.fm/adchoices