The $1.5B Insider Trade Before Trump’s Iran Post — ft. Anthony Scaramucci

Key Takeaways

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  Trump's Truth Social posts are enabling massive insider trading - timing-perfect bets totaling $1.5 billion were placed immediately before Iran-related policy announcements, highlighting a lack of regulatory guardrails on social media disclosures.

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  The private credit market is beginning to fracture - investor Steve Eisman notes that the non-bank lending sector is showing signs of stress as higher-for-longer interest rates finally start to break weaker balance sheets.

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  Institutionalized corruption is undermining market integrity - the recurring pattern of well-timed trades during Trump's second term suggests that insider information has become a weaponized commodity within the administration’s inner circle.

Episode Description

Ed Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how widespread the corruption may be and whether it could carry political consequences. Then, Steve Eisman returns to the show to break down the deepening cracks in the private credit market. Finally, Ed examines the pattern of insider trading allegations throughout Trump’s second term, and what, if anything, can be done to rein it in. Anthony Scaramucci is the founder and managing partner of Skybridge Capital. Steve Eisman is the Host of the Real Eisman Playbook. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices