Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are down even as oil sits near $100 a barrel in the wake of the Iran war. Bob also explains where the opportunities are, which companies are best positioned, and why the forward curve is confusing even the most seasoned investors. They also explore the AI connection to energy demand, the UAE leaving OPEC, and much more. 0:00:00 - Intro 0:00:28 - The Real Eisman Playbook Premium Preview 0:03:25 - Bob's Background 0:04:20 - What's Happening in This Sector? 0:09:45 - Exxon, Oil Prices, & The Forward Curve 0:21:28 - UAE Dropping Out of OPEC 0:28:34 - Natural Gas 0:41:43 - Miners & Copper 0:47:02 - Lithium 0:52:40 - Analyzing the Main Groups & Companies of the Sector (Technical Difficulties Start Here) 1:01:44 - Drillers 1:08:09 - Which Companies Does Bob Like? 1:12:50 - EOG 1:14:10 - Back to Miners 1:16:45 - L&G 1:21:02 - Outro 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 #wallstreet #finance #businessnews #investing #businesspodcast #investment #financepodcast #stockmarket