Ed Elson is joined by Steve Eisman to unpack why stocks are at record highs and what it would take for him to call a market top. Then, Ryan Petersen returns to explain how the war with Iran and escalating tariffs are reshaping global supply chains. Finally, Ed breaks down the growing evidence that the AI boom has become increasingly dependent on OpenAI.

Steve Eisman is the Host of the Real Eisman Playbook. Ryan Petersen is the CEO and Founder of Flexport.

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