The Real Eisman Playbook

The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap

Published: March 13, 2026

Duration: 41:16

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...