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The Real Eisman Playbook
The Real Eisman PlaybookPrivate Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The conversation also explores AI disruption across financial services, why certain stocks are reacting wildly to AI news, and what’s really happening in crypto markets. They also debate the future of payments, bank M&A, and much more. 00:00 - Intro 02:27 - What's Happening in Private Equity/Private Credit 20:39 - The AI Boogeyman 28:22 - Ba...
2026-03-0953 minThe Real Eisman Playbook
The Real Eisman PlaybookIran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the market volatility driven by the War in Iran. He also dives into growing concerns around private credit and whether risks are starting to build beneath the surface. Plus, Steve looks at the continued crash across solar stocks and takes two mailbag questions from viewers. 00:00 - Intro 01:43 - The Market's Response to the War in Iran 04:00 - The Bad News Continues in Private Credit 09:01 - Solar Stocks Continue To Trend Down 10:17 - Health Insurance Stocks
2026-03-0621 minProf G Markets
Prof G MarketsIs Private Credit The Next 2008? — ft. Steve EismanScott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains why the war with Iran isn’t changing his investment strategy, whether the U.S. deficit is truly an existential threat, and what “The Big Short” got right about his story.  Steve Eisman is an investment analyst and portfolio manager with decades of experience in financial markets. He is best known for his pivotal role in predicting and profiting from the 2008 subprime mortgage crisis, chronicled in “The Big Short.” Check...
2026-03-061h 04The Real Eisman Playbook
The Real Eisman PlaybookThe Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48On episode 48 of The Real Eisman Playbook, Steve Eisman sits down with forensic accountant Tom Gober to discuss how private equity giants like Apollo, KKR, and Brookfield have taken control of millions of policyholder premiums while offloading billions in liabilities to "secret captives" in Bermuda and the Cayman Islands. If you own a life insurance policy or an annuity, we highly recommend you watch this episode. 00:00 - Intro 01:20 - Tom's Background 04:55 - The Life Insurance Scandal Explained 09:50 - The Private Equity Takeover & Issues with Reinsurance 31:42...
2026-03-0252 minThe Real Eisman Playbook
The Real Eisman PlaybookTrump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private market/private credit world, AI software fears, and the latest in weekly earnings. Lastly, Steve takes a couple of mailbag questions from viewers regarding the market's response to Trump's tariffs and retail investor resources. 00:00 - Intro 02:00 - Supreme Court Strikes Down Trump's Tariffs 04:17 - Blue Owl & Private Equity/Private Credit 10:11 - AI Fears
2026-02-2727 minThe Real Eisman Playbook
The Real Eisman PlaybookGeorge Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47On episode 47 of The Real Eisman Playbook, Steve Eisman is joined by George Noble (Fidelity) to discuss a variety of topics. The two of them break down the gold & silver debate, why they're both against owning crypto, Tesla's recent struggles, why George is negative on tech, and much more. 00:00 - Intro 01:10 - George's Background 06:08 - George's Elevator Pitch of the Market 08:11 - The Gold & Silver Debate 23:05 - Crypto & The Impact of Online Gambling 30:34 - Tesla's Problems 37:39 - Open Door 44:23...
2026-02-2354 minThe Real Eisman Playbook
The Real Eisman PlaybookFlight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes some mailbag questions from viewers. 00:00 - Intro 01:43 - From Performance Chasing to Flight to Safety 02:39 - Private Equity/Private Credit Updates 04:06 - Warner Bros Reopens Negotiations with Paramount 04:48 - TPH Acquired 05:37 - Earnings: Software Bloodbath Continues, Payment Stocks Update, Moody's, Carvana, Walmart, Quanta
2026-02-2025 minThe Real Eisman Playbook
The Real Eisman PlaybookDaniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work and the kind of value businesses are seeing from using them. They also discuss agentic AI and address concerns Gary Marcus brought up on a previous episode of our show. More info and AI tools from Daniel here: https://daniel.guetta.com/eisman  ...
2026-02-161h 03The Real Eisman Playbook
The Real Eisman PlaybookAI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond UnitedHealth. He also discusses retail investors buying the dip, dives into earnings, and answers two mailbag questions. 00:00 - Intro 01:28 - Retail Continues To Buy Every Dip 02:30 - All is Not Well with the US Consumer 03:22 - The Weight Loss Wars 03:48 - AI Panic Expands ...
2026-02-1322 minThe Real Eisman Playbook
The Real Eisman PlaybookConsumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is already here. They also discuss the problems within the used car business, the Yen Carry Trade, private credit concerns, and much more. 00:00 - Intro 01:34 - The Health of the US Consumer 08:35 - Is There Already a Recession? 16:02 - Problems with Carvana & the Used Car Business 20:58 - Commercial Real Estate
2026-02-0949 minThe Real Eisman Playbook
The Real Eisman PlaybookCrypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman discusses silver’s collapse and forced liquidations, crypto's plunge, and the obliteration of software stocks. He also recommends two stocks (Charter & Meritage) and breaks down another week of earnings. 00:00 - Intro 01:30 - A Personal Health Update 02:15 - Silver Collapsed 03:34 - Crypto's Decline 05:18 - The Obliteration of Software Stocks 07:22 - Charter Communications 13:13 - Meritage Homes 15:14 - Waymo & Tesla 15:42 - Earnings: Palantir, PayPal, Disney, AMD, Eli Lilly, Google, Qualcomm, & Amazon ...
2026-02-0628 minThe Real Eisman Playbook
The Real Eisman PlaybookJason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s market system. Trennert explains the long-term implications for investors navigating a market that no longer behaves the way it used to. 00:00 - Intro 01:52 - Jason's Journey with Cancer 04:47 - Trump's Latest Tariff Threat 06:52 - Populism 12:04 - Crypto 13:45 - The Current Economy 16:15 - The AI Bubble (Or Non-Bubble) 18:10...
2026-02-0252 minThe Real Eisman Playbook
The Real Eisman PlaybookSilver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcare, the explosive AI CapEx forecasts from Meta and Microsoft, and much more. 00:00 - Intro 01:10 - Some Thoughts on the Market & The Surge of Silver 04:37 - Greenland & The Fed 05:41 - Procter & Gamble & McCormick Struggle 06:30 - State of the Market 07:25 - Earnings: UnitedHealthcare, Starbucks, GE Vernova, Amphenol, Meta, ServiceNow, Microsoft, Tesla, Apple...
2026-01-3026 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard are still dominant, the collapse of Fiserv, and much more. 00:00 - Intro 01:20 - What Are Stablecoins? 08:50 - Tether, Circle, & Potential Risks 20:33 - Consumer Payments vs Commercial Payments 28:39 - Back to Circle's Stock 30:35 - Traditional Payments: Visa & Mastercard 40:15 - Investing Outside of Visa & Mastercard
2026-01-261h 00The Real Eisman Playbook
The Real Eisman PlaybookThe “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new chip, regional bank earnings, housing and affordability, private equity, and the ongoing Netflix/Warner Bros saga. 00:00 - Intro 01:40 - Trump, Tariffs, & Greenland 03:48 - AI, Michael Burry, & NVIDIA's New Chip 06:05 - Affordability Updates 08:45 - Private Equity 10:54 - Earnings: Netflix, D.R. Horton, Regional Banks, 16:28 - Mailbag
2026-01-2321 minThe Real Eisman Playbook
The Real Eisman PlaybookGary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more. 00:00 - Intro 01:29 - Gary's Background with AI & Where We're At Currently 12:51 - AI Hallucinations 22:27 - Gemini, ChatGPT, & Diminishing Returns 26:46 - The Business Side of AI 28:39 - Where the...
2026-01-1957 minThe Real Eisman Playbook
The Real Eisman PlaybookWhy Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell. 00:00 - Intro 01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026 06:45 - Affordability Updates 10:20 - The DOJ's Investigation Into Chairman Powell 10:44 - Earnings: Banks 20:35 - Outro
2026-01-1626 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and profit pressures are reshaping care, often at the expense of patients. Warris also shares powerful stories from the front lines and what his company is doing to help. 0:00:00 - Intro 0:02:40 - Warris Bokhari's Background 0:03:48 - Claimable and Breaking Down the Problems with the US Healthcare System 0:24:55 - Medicare & Medicaid 0:33:19 - ACA
2026-01-121h 20The Real Eisman Playbook
The Real Eisman Playbook5 Long-Term Themes You Need to Understand For 2026 | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors matter less than ever. He also takes a look at the impact of Index Investing and answers a mailbag question on PayPal’s collapse. 00:00 - Intro 01:15 - Venezuela & Market Ramifications 02:00 - 5 Long-Term Structural Themes To Understand the Market 05:08 - Tech & Tech Related Stocks Dominate the Market 12:18...
2026-01-0926 minThe Real Eisman Playbook
The Real Eisman Playbook2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housing market, Tesla's uncertainty, and much more. 0:00:00 - Intro 0:01:55 - 2025 Recap 0:07:00 - Big Concerns & AI 2.0 0:21:03 - Oracle 0:28:26 - Housing is Still Dead 0:30:54 - Tesla 0:34:38 - Financials 0:40:35 - Software's Struggles 0:43:20 - Healthcare 0:46:32 - What's Been Left...
2026-01-051h 06The John Johnston Lounge
The John Johnston Lounge2 Risks To Kill The AI Boom: ‘Big Short’ Legend Steve EismanJohn Johnston (JJ) breaks down the two main risks famous “Big Short” investor Steve Eisman currently sees in the AI sector, which have implications for AI-related stocks, the overall stock market, and the wider economy.Related episodes:‘Big Short’ Michael Burry Slams Tesla Stock: "Ridiculously Overvalued"  https://open.spotify.com/episode/6ifpJOikaer1ipPqyGQ0DJAI Bubble: Sam Altman Crashes Out, ‘Big Short’ Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlAI Bubble Watch: Elon Musk Ally Peter Thiel Cuts Tesla Stock, Dumps Nvidia https://open.spotify...
2025-12-2922 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman continues his masterclass on the Great Financial Crisis of 2008. Steve explains why the collapse was inevitable once Wall Street buried itself in leverage, subprime exposure, and derivatives. He also discusses what happened in the aftermath of the collapse and where we stand today.
2025-12-2342 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly WrapGo to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four themes that defined the market: the K-shaped economy, the AI bubble debate, private credit risks, and the affordability crisis. Steve shares why the "scaling" thesis of AI reminds him of the subprime assumptions of 2008 and breaks down the performance of all 11 S&P sectors. 00:00 - Intro 01:32 - Yearly Recap
2025-12-1931 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman discusses a very complicated topic: the 2008 financial crisis. In part one of this masterclass, Steve walks through how banks actually work, why risk was misunderstood, and how the warning signs were missed 00:00 - Intro 01:33 - Causes of the Financial Crisis 36:50 - Where I Come Into the Story 42:00 - Outro
2025-12-1644 minThe Real Eisman Playbook
The Real Eisman PlaybookNetflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety surrounding AI, housing updates, and more. 00:00 - Intro 02:23 - Fed Cut Update 02:45 - Oracle's Stock Goes Down 04:37 - Housing Update 05:25 - Netflix & Paramount Battle For Warner Bros. 10:26 - Risks in the AI World 15:53 - Mailbag: Benefits For AI 21:03 - Outro
2025-12-1223 minSquawk Pod
Squawk PodA Fed Cut, Sen. Elizabeth Warren, & Steve Eisman 12/11/25The Federal Reserve has announced a 25 basis point rate cut as President Trump inches closer to naming his pick for next Federal Reserve chair. CNBC’s Sharon Epperson explains the decision’s impact on consumers and personal finance. Senator Elizabeth Warren (D-Massachusetts) discusses the independence of the Fed and Netflix’s proposed acquisition of Warner Bros. Discovery assets. Famed “big short” investor Steve Eisman shares his perspective on the markets, including the AI thesis that he’s “paying attention to every day.” Eisman also gives a personal PSA after his breast cancer diagnosis. Plus, Oracle shares tumbled after reporting its quarterly numbe...
2025-12-1145 minThe Real Eisman Playbook
The Real Eisman PlaybookInside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more. Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confir...
2025-12-0846 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the latest in the market, including the recent rally and why the Fed's rate "tinkering" doesn't matter in the long run. He also discusses the housing affordability crisis, revealing why local supply issues are the true roadblock to building affordable homes. He also breaks down the ongoing crypto correction and the intense AI fear gripping software stocks like Salesforce. 00:00 - Intro 00:50 - The Market Rallies Back 02:00 - A Quick Correction 02:24 - Crypto Update 03:36 - Salesforce...
2025-12-0622 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36On this episode of The Real Eisman Playbook, Steve Eisman speaks at Case Western Reserve University in Cleveland, Ohio. He breaks down exactly what happened with the financial crisis in 2008, how it was portrayed in The Big Short, and takes questions regarding the current state of the market and America's K-shaped economy. 00:00 - Intro 02:18 - How I Got To Wall Street 06:30 - The Buy Side & The Sell Side 08:26 - The Financial Crisis 21:05 - Audience Questions Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_co...
2025-12-011h 13The Real Eisman Playbook
The Real Eisman PlaybookGoogle Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael Burry's warnings, and the emerging power crisis that could break the AI boom. 00:00 - Intro 01:15 - The Market Rallies Back 02:03 - Dell 03:55 - Google Catches Up to OpenAI 09:30 - The Binding Constraint & How It Pertains to AI 17:26 - Mailbag 20:51 - Outro ...
2025-11-2823 minThe Real Eisman Playbook
The Real Eisman PlaybookWhy It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35On this episode of The Real Eisman Playbook, Steve Eisman is joined by Amy Butte, the Chief Financial Officer at Navan. Amy was also the CFO of the New York Stock Exchange when it went public in the early 2000s. We explore what it means and how difficult it is to take a private company public. 00:00 - Intro 03:10 - Amy's Time as the CFO of The New York Stock Exchange 17:05 - How Navan Went Public 26:16 - What Navan Does 30:42 - What is a Road Show?
2025-11-2450 minThe Real Eisman Playbook
The Real Eisman PlaybookNVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions. Don't wait for a problem to remind you you're uncovered. Policies start as low as $29/month. Get protected in minutes at NEXTInsurance.com 00:00 - Intro 01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why? 06:50...
2025-11-2123 minThe Real Eisman Playbook
The Real Eisman PlaybookInside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34On this episode of The Real Eisman Playbook, Steve Eisman is joined by Regina Brooks (Serendipity Literary Agency), Jennifer Weis (The Weis Agency), and Anthony Ziccardi (Post Hill Press) to discuss the ever-changing publishing industry. From the influence of BookTok to the increasing use of AI tools, the entire ecosystem is rapidly transforming. The four of them explore their concerns, their hopes, and what the industry might look like in the future. 00:00 - Intro 02:27 - How the Industry Has Changed 09:52 - The Power Shifts Between Agents, Publishers, and Editors
2025-11-171h 01The Real Eisman Playbook
The Real Eisman PlaybookThe Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro 01:05 - Life Update 01:40 - The Government Shutdown Finally Ends 02:22 - Only 10 Companies Reported This Week 02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks 06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More 13:55 - Mailbag: Why We're in an M&A Advisory Boom
2025-11-1419 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, and how investors should be thinking about this shifting landscape.    00:00 - Intro 01:50 - What's Going On with Some of These Struggling Stocks? 10:35 - Who is Taking the Biggest Hit Right Now? 13:30 - Apollo 18:44 - CEOs 28:14 - Bank of America 33:10 - CitiBank 42:36 - Asset Management & Tokenization    Su...
2025-11-101h 01The Real Eisman Playbook
The Real Eisman PlaybookCracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit bureaus, and more.     00:00 - Intro 01:10 - A Volatile Week in the Market 02:03 - Inside the K Shaped Economy: Are We Prone For a Downturn? 05:05 - Zohran Mamdani Elected Mayor of New York 05:50 - Earnings: AI-Related Companies 14:05 - Earnings: Non AI-Related Companies 19:40 - What is Going on With FICO and the Credit Bur...
2025-11-0927 minThe Real Eisman Playbook
The Real Eisman PlaybookInside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman PlaybookOn this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of the market that has recently been left in the dust. They also discuss the challenges facing the industry, how policy shifts could reshape the future of weed, and much more.    00:00 - Intro 03:45 - Glass House Brands 16:10 - Illegal Competition 18:45 - The ICE Operation at Glass House's Facility 25:33 - Returning Back to Normal Production 27:45...
2025-11-0349 minThe Real Eisman Playbook
The Real Eisman PlaybookThe AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-InOn this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rates again, Amazon laying off 14,000 workers, and more.    00:00 - Intro 01:01 - The Trade Deal Between the US and China 01:31 - The Fed Cuts Rates Again 02:29 - AI Announcements 04:14 - Amazon Lays of 14,000 Workers to Invest in AI 04:29 - Earnings: Microsoft, Meta, Google, Amazon, Apple 10:42 - Non AI Earnings: Ho...
2025-10-3122 minThe Real Eisman Playbook
The Real Eisman PlaybookAndrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman PlaybookOn this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time, the interesting characters around the chaos, the crash itself, and any parallels between what happened in 1929 and what's happening in America right now.    You can purchase Andrew's book here: https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966    00:00 - Intro 02:10 - Why Andrew Wanted to Write "1929" 08:41 - Wild West Markets 16:37 - The...
2025-10-2754 minThe Real Eisman Playbook
The Real Eisman PlaybookInside the Data Center Boom: Understanding the Massive Infrastructure That Supports AIOn this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead.   00:00 - Intro 01:19 - Private Markets vs Public Markets 02:07 - Data Centers Explained 11:03 - Digital Realty & Equinix  33:51 - CoreWeave 46:25 - The Power Industry 51:20 - Fiber Operators    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    Connect with Steve Eisman and acc...
2025-10-2659 minThe Real Eisman Playbook
The Real Eisman PlaybookThe K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly WrapOn this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more.    00:00 - Intro 01:05 - Apple's New iPhone is Doing Well  01:42 - Earnings: AI Related Companies 05:06 - Earnings: Non-AI Related Companies 16:10 - A Mailbag Update 16:59 - Outro    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU    Subscri...
2025-10-2421 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Next Revolution: AI, Advertising, and the Collapse of Old MediaOn this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and why Verizon suddenly fired its CEO.    00:00 - Intro 01:50 - Google & Apple 12:05 - AI in Your Head 13:50 - Comcast, Charter, & The State of Cable 27:18 - Wireless: T-Mobile & Verizon 34:28 - Advertising & AI 45:15 - Davi...
2025-10-2059 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Bank Stock Rout: Separating Facts From Fiction | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce.   00:00 - Intro 00:53 - Trump's Tariffs Battle with China  01:56 - Unpacking The Bank Stock Rout 17:26 - Mailbag: An Update on AI in the Workforce 18:08 - Outro   Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU   
2025-10-1722 minThe Real Eisman Playbook
The Real Eisman PlaybookInside America’s Economic Divide: AI, Tariffs, & The Fed | The Real Eisman Playbook Episode 29On this episode of The Real Eisman Playbook, Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its relationship to politics and Steve’s time and stories as the head of the Wall Street Journal bureau of Russia during the 1990s Yeltsin era.   00:00 - Intro 01:25 - The State of the Economy 06:40 - Health of the Consumer 11:05 - Youth Unemployment & AI 17:30 - What's Really Happening with Tariffs? 25:35 - Political Pressure on the Fed...
2025-10-1354 minThe Real Eisman Playbook
The Real Eisman PlaybookAI’s Real Life Impact: Inside the Human Cost of the Tech Boom | The Weekly WrapOn this episode of The Weekly Wrap, Steve Eisman takes mailbag questions from viewers regarding the impact of AI on real life workers, the state of the housing market, CFA exams, and more. He also discusses recent market updates, Fifth Third Buying Comerica, and Apple's current situation.    00:00 - Intro 00:55 - Markets Reach All-Time Highs, OpenAI, Gold 01:14 - Fifth Third Buys Comerica 01:51 - AI Continues to Grow, But the Rest of the Economy Isn't 02:52 - The Impact of AI on Real Life Workers 09:43 - The State of the Housing Market 12:34...
2025-10-1021 minThe Real Eisman Playbook
The Real Eisman PlaybookInside the AI Chip War: From Nvidia’s Dominance to Intel’s Turmoil | The Real Eisman Playbook Ep 28On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline, Broadcom’s custom chips, and the impact of China and tariffs.    00:00 - Intro 01:48 - Stacy Rasgon's Background & Nvidia's Growth 11:28 - Use Cases For AI 18:23 - GPU vs Custom Made Chips 24:06 - AMD 31:17 - How Important is China For Nvidia? 35:42 - Which Companies Have Done Well? Which Ones Haven't? 42:46 - The Tariffs Situation 45:47 - Intel 
2025-10-061h 01The Real Eisman Playbook
The Real Eisman PlaybookU.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research. They discuss why U.S. consumers are struggling. From rising auto loan delinquencies to ballooning credit card debt, consumers everywhere are feeling the pressure. They also discuss Opendoor, meme stocks, and the impact of AI.    00:00 - Intro 01:10 - The US Government Shut Down 01:35 - The US Economy 08:24 - The Auto Sector & Why Consumers Are Struggling 24:18 - Opendoor, Meme Stocks, & AI    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    Connect with...
2025-10-0337 minThe Real Eisman Playbook
The Real Eisman PlaybookThe AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy, where Palantir fits into everything, and why Europe seems nowhere to be found.    00:00 - Intro 02:00 - Eightco Developments & OpenAI Authentication 06:20 - Are We In Another Industrial Revolution? Who Are the Winners & Losers? 12:22 - Apple's AI Strategy 19:33 - OpenAI Companies 27:25 - Why is Europe Nowhere To Be Found in AI? 29:25 - Te...
2025-09-2958 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Wild West of Crypto: Chaos, Shenanigans, & The AI Revolution | The Friday Market Wrap!In this episode of The Weekly Wrap, Steve Eisman dives into the wild world of crypto. He discusses the recent market chaos and shenanigans, the rise of the AI revolution, and much more. He also answers a couple of mailbag questions from viewers.    00:00 - Intro 01:37 - Crypto Shenanigans & Market Chaos 06:00 - The AI Revolution 20:50 - Investing During a Recession 22:58 - Outro    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplayb...
2025-09-2626 minThe Real Eisman Playbook
The Real Eisman PlaybookBreaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH, which go far deeper than just rising medical care costs. They get into the problems with Optum, UNH's aggressive coding tactics, and of course the tragic murder of CEO Brian Thompson by Luigi Mangione.    00:00 - Intro 02:22 - The Murder of United Health CEO Brian Thompson & Ensuing Fallout 07:34 - Breaking Down Everything Inside United Health Care 17:35...
2025-09-2256 minThe Real Eisman Playbook
The Real Eisman PlaybookAre Stablecoins the Next Big Thing? Luigi Mangione Terror Charges Dropped | The Weekly WrapIn this episode of The Weekly Wrap, Steve Eisman discusses the Fed’s latest rate cut, the debate over Stablecoins, and the shocking assassination of Charlie Kirk. He also talks about the latest in the Luigi Mangione case and takes a couple of mailbag questions.  00:00 - Intro 00:45 - Luigi Mangione Terror Charges Dropped 01:34 - The Assassination of Charlie Kirk 03:16 - Fed Rate Cut 03:40 - Stablecoins: Everything You Need to Know 15:32 - Mailbag Questions Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1  Connect with Steve Eisman and access all things The...
2025-09-2022 minThe Real Eisman Playbook
The Real Eisman PlaybookTrump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25In this episode of The Real Eisman Playbook, Steve Eisman sits down with Rob Kaplan, Vice Chairman of Goldman Sachs. The two of them discuss a variety of topics, including President Trump’s ongoing pressure on the Fed, what makes a good investment banker, Rob’s history with Goldman Sachs and the Dallas Fed, and much more.    00:00 - Intro 01:15 - Introducing Rob Kaplan 02:30 - Trump's Pressure on the Fed 12:20 - The Impact of Tariffs 13:58 - The Difference in Fed Chairs 16:56 - What Does It Mean to be the Head of the Da...
2025-09-1651 minThe Real Eisman Playbook
The Real Eisman PlaybookOracle’s Massive AI Forecast, Hot IPOs Explained | The Friday Market Wrap!In this episode of The Weekly Wrap, Steve Eisman discusses Oracle’s earnings report and their massive AI-driven forecast. He also breaks down the state of IPOs, addresses bubble concerns, and takes a mailbag question regarding portfolio risk.   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 host...
2025-09-1326 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24In this episode of The Real Eisman Playbook, Steve Eisman gives his first masterclass on financial literacy. He discusses a variety of topics, including long-term vs short-term investing, the dangers of thesis creep, how to value companies, and much more.    Figures discussed in the episode are as of June 18, 2025.    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...
2025-09-091h 11The Real Eisman Playbook
The Real Eisman PlaybookGoogle Wins Antitrust Case, Is AI The Next Bubble? | The Friday Market Wrap!In this episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s tariffs being rejected by the US Court of Appeals, Google’s win in the antitrust case, and the current state of Apple. He also discusses Kraft Heinz splitting into two, the impact of AI on tech software, and if he’s worried about an AI bubble.    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 updat...
2025-09-0617 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman Answers YOUR Investing Questions | The Real Eisman Playbook Episode 23In this episode of The Real Eisman Playbook, Steve answers viewer questions regarding understanding the Fed, how to know what stocks to select, recovering from financial loss, and much more!   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 inf...
2025-09-0247 minThe Real Eisman Playbook
The Real Eisman PlaybookTrump vs The Fed, U.S. Takes 10% Stake in Intel, Cracker Barrel Cracks | The Friday Market Wrap!In this week’s episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s firing of Lisa Cook and his battle with the Fed, Intel’s new deal with the U.S. government, a deep dive into the stock year so far, and the recent Cracker Barrel controversy.     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 fin...
2025-08-3036 minThe Real Eisman Playbook
The Real Eisman PlaybookTesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the impact of Elon Musk’s politics, the battle with Waymo, and much more. They also discuss China’s status in the AV race, the future of autonomous EV vehicles, and other notable companies within the auto sector.  0:00:00 - Intro 0:02:08 - Why Have Tesla’s Earnings Gone Down Since 2022? 0:11:10 - Elon Musk’s Politics 0:14:51 - The Impact of the Trump Bill...
2025-08-261h 05The Real Eisman Playbook
The Real Eisman PlaybookPowell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap!In this week’s episode of The Weekly Wrap, Steve Eisman breaks down why Target, Macy’s, and other once-dominant retailers are struggling while Amazon and Costco continue to dominate. He also discusses Fed Chair Powell’s speech and gives an update on the slow week of earnings.    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 par...
2025-08-2317 minThe Real Eisman Playbook
The Real Eisman PlaybookIndustrial Sector Explained: Data Center Growth & Rise of Vertiv | The Real Eisman Playbook Ep. 21In this episode of The Real Eisman Playbook, Steve is joined by Steve Tusa from JP Morgan to discuss the industrial sector. They discuss the sector’s history and current themes, the rapid growth of data centers, the rise of Vertiv, and the lessons to learn from Honeywell and GE.    0:00:00 - Intro 0:01:56 - The Industrial Sector: History & Themes 0:04:48 - Power Grid Strain & DIY Power Plants 0:06:58 - Vertiv, Eaton, Hubbell, & HVAC Stocks 0:11:56 - History of Vertiv & Their Current Pricing Power 0:21:35 - Will Trump’s Strategy Be Effective? 0:28:57 - Why Honeywell Isn’t...
2025-08-1959 minThe Real Eisman Playbook
The Real Eisman PlaybookThe U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head into the fall.    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...
2025-08-1627 minThe Real Eisman Playbook
The Real Eisman PlaybookSteve Eisman Shares the Real Story Behind Predicting the 2008 CrashIn this episode of the Real Eisman Playbook, we're doing something a little different. In the past I've only interviewed guests, but today I'm going to be interviewed. For this endeavor I needed a real professional so I brought in Melissa Lee of CNBC. In this episode, we discuss the state of the market today, my early career, The Big Short (both the trade and the movie), and my current interests.    0:00:00 - Intro 0:02:15 - The State of the Market Today 0:17:15 - My Early Career 0:21:58 - The Big Short Trade & The Housing Market Co...
2025-08-121h 03The Real Eisman Playbook
The Real Eisman PlaybookTariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!In this week's episode of the Weekly Wrap, Steve Eisman breaks down Trump's aggressive tariff strategy, Apple's $600 billion investment, Palantir's explosive growth, how AI is disrupting the tech sector, and more.    Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → 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 n...
2025-08-0921 minThe Real Eisman Playbook
The Real Eisman PlaybookVenture Capital Revealed: Behind the Schemes They Haven’t Told YouIn this episode of The Real Eisman Playbook, Steve Eisman and his guest, Stu Ellman of RRE Ventures, delve into the intricate world of venture capital, exploring its evolution, the impact of market crashes, and the changing dynamics of investment strategies. They discuss the rise and fall of tech valuations, the effects of the 2008 financial crisis, and the current state of venture capital, particularly in relation to AI and tokenization. The discussion highlights the challenges and opportunities within the industry, emphasizing the importance of adaptability and foresight in navigating the ever-changing landscape of venture capital.    00:00 Th...
2025-08-0554 minThe Real Eisman Playbook
The Real Eisman PlaybookHow Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.   
2025-08-0225 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Secrets of the Short Seller Part 2: The Blueprint for Strategy & SurvivalIn this episode, Steve Eisman interviews Brad Safalow, a seasoned short seller, discussing the intricacies of short selling, market structures, and specific case studies of companies like Freshpet, Trupanion, and Kinsale Insurance. They delve into the criteria for identifying short opportunities, the challenges faced in the current market, and the lessons learned from both successful and unsuccessful shorts. The conversation emphasizes the importance of understanding market dynamics, risk management, and the emotional challenges of short selling.    Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690  ...
2025-07-291h 03The Real Eisman Playbook
The Real Eisman PlaybookMeme Stock Resurgence: Warning Signs or Just Noise? - The Friday Market Wrap!In this episode of the The Weekly Wrap, Steve Eisman discusses the latest market trends, key earnings reports, and the dynamics of various industries including wireless, cable, and home building. He highlights the performance of major companies, the impact of economic factors on different sectors, and the resurgence of meme stocks.  Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690  00:00 Market Overview and Key Earnings Reports 03:30 Wireless and Cable Industry Dynamics 06:02 Home Builders and Economic Challenges 09:30 Sector-Specific Earnings Insights 12:30 Tech Giants and Market Pe...
2025-07-2626 minThe Real Eisman Playbook
The Real Eisman PlaybookThe Secrets of the Short Seller: How the Pros Spot TroubleIn this episode of The Real Eisman Playbook, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research, focusing on the intricacies of short selling and the factors that contribute to identifying potential shorts. They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, highlighting the importance of management quality, market conditions, and political influences. The conversation concludes with valuable lessons learned in short selling, emphasizing the need for thorough research and caution against cult stocks.    Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.co...
2025-07-2250 minThe Real Eisman Playbook
The Real Eisman PlaybookEarnings Season Kickoff, Bank Earnings & Nvidia China Greenlight — The Friday Market Wrap!In this episode of The Weekly Wrap, Steve Eisman provides a comprehensive overview of the current stock market, particularly focusing on the earnings season, with detailed analyses of major banks like JPMorgan, Wells Fargo, Citigroup, and Goldman Sachs. Steve explains key financial metrics and their implications for bank valuations. He also touches on the performance of insurance and healthcare companies, the transformation of General Electric, and Netflix’s market position. The episode concludes with a discussion on his investment strategy, focusing on the U.S. market.  00:00 Steve's Personal Announcement 02:00 Market Overview and Earnings Season Introduction 04:30 Und...
2025-07-1928 minThe Real Eisman Playbook
The Real Eisman PlaybookWhy the Market's Surging Despite the HeadlinesIn this episode of The Real Eisman Playbook, Steve Eisman and Chris Verrone from Strategas discuss the current state of the market, analyzing trends, sentiment, and the performance of various sectors. They explore the importance of understanding market internals, the role of momentum in investing, and the implications of inflation on market dynamics. The conversation also delves into the performance of financials and industrials, the impact of AI, and the contrasting behaviors of gold and Bitcoin in the current economic landscape.    00:00 Market Overview and Trends 05:30 Understanding Market Sentiment 11:30 The Role of Momentum in In...
2025-07-141h 05The Real Eisman Playbook
The Real Eisman PlaybookBig Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!In this episode of The Weekly Wrap, Steve Eisman discusses the recent passage of President Trump’s significant legislation, the implications of ongoing tariff discussions, and the current state of the stock market. He also addresses listener questions regarding investment strategies, market manipulation, and the role of money market funds. The episode concludes with an interview with Dan Clifton discussing the implications of the bill recently signed into law by President Trump. They explore the major provisions of the bill, including tax cuts, spending cuts, and their effects on various sectors such as healthcare and the economy. The discussion al...
2025-07-1234 minThe Real Eisman Playbook
The Real Eisman PlaybookDon't Get Fooled Again: Pulitzer Winner Warns of Wall Street's Dark SideIn this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the AIG scandal, and the financial crisis. She highlights the role of private equity in modern finance and its impact on various industries, including healthcare. Morgenson emphasizes the importance of exposing corporate fraud and the need for accountability in the financial sector.  Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690  Learn more about Gretchen Morgenson here https://www.nbcnews.co...
2025-07-0759 minThe Real Eisman Playbook
The Real Eisman PlaybookJobs Shock, Bank Buyback Boom & AI Talent Wars — The Friday Market Wrap!In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting significant economic indicators and trade relations. He delves into the implications of recent trade agreements and the performance of the banking sector, particularly in light of stress tests. The episode also features a mailbag segment where Eisman addresses audience questions regarding interest rates, the dollar’s status, and insights on CEOs in the financial industry. '   Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690   00:00 Market Over...
2025-07-0419 minThe Real Eisman Playbook
The Real Eisman PlaybookHow CEOs Build Empires — Or Blow Them UpIn this episode of The Real Eisman Playbook, Steve Eisman hosts a panel of financial experts to discuss the characteristics of effective CEOs, the pitfalls of poor leadership, and the lessons learned from both good and bad CEOs in the financial services industry. The conversation covers notable figures like Jamie Dimon and Brian Moynihan, exploring their leadership styles and the impact of their decisions on their companies. The panelists also reflect on CEOs who were once viewed positively but later faced criticism, as well as those who improved over time, emphasizing the importance of accountability, transparency, and adaptability in...
2025-06-301h 08The Real Eisman Playbook
The Real Eisman PlaybookBullish Signs Continue - The Friday Market Wrap!Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690  In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting the recent performance of the S&P 500 and NASDAQ, the impact of earnings reports from major companies, and the evolving landscape of stablecoins and financial technology. He also addresses regulatory challenges and the potential risks of a trade war, emphasizing the dynamic nature of the US economy.    00:00 Introduction and Market Overview 02:53 Market Dynamics and Economic Insights 05:50 Earnings Rep...
2025-06-2818 minThe Real Eisman Playbook
The Real Eisman PlaybookIs Capitalism Flawed? Fixing and Regulating Free MarketsIn this conversation, Steve Eisman and John Cassidy explore the themes of capitalism and its critics, discussing historical perspectives, key figures like Marx, Keynes, and Friedman, and the evolution of economic thought. They delve into the financial crisis, the role of regulation, and the future of capitalism, emphasizing the need for a balanced approach to managing the system.    00:00 The Evolution of Capitalism 02:37 Critiques of Capitalism Through History 05:46 The Role of Key Figures in Economic Thought 12:50 Marx's Critique and Its Implications 24:04 The Rise of Keynesian Economics 30:50 The Shift to Monetarism an...
2025-06-231h 07The Real Eisman Playbook
The Real Eisman PlaybookEarnings, Geopolitics, and Sectors - The Friday Market Wrap!In this week's Market Wrap, Steve Eisman discusses the current state of the market, focusing on the lack of significant earnings reports and the impact of geopolitical events, particularly the Iran-Israel conflict. He delves into the challenges facing the solar sector due to legislative changes and the housing market's struggles amid rising interest rates. Eisman also addresses concerns regarding private credit and its potential implications for the economy, emphasizing the importance of monitoring these trends as they develop. 00:00 Introduction and Show Updates 01:10 Market Overview and Earnings Season Insights 03:30 Geopolitical Influences on the Market 04:15 Solar...
2025-06-2116 minSquawk Pod
Squawk PodSteve Eisman’s Market Calls: Middle East Conflict & a Trade War 6/17/25President Trump has left the G7 meeting early, citing his priority monitoring the Israel-Iran conflict. Steve Eisman famously called and profited from the housing crisis, and today the Wall Street watcher is optimistic on the conflict in the Middle East–at least when it comes to the markets. Former FDA Commissioner Dr. Scott Gottlieb weighs in on the price of cutting health and research funding, as well as his outlook for the innovation pipeline in the U.S. Plus, drama might be brewing between OpenAI and Microsoft, and crypto billionaire Justin Sun is taking Tron public.  St...
2025-06-1731 minThe Real Eisman Playbook
The Real Eisman PlaybookAre We Building an AI Future We Can't Power?In this episode of The Real Eisman Playbook, Steve Eisman interviews Sami Badri, Head of Investor Relations at Cisco, discussing the evolution of the tech landscape from 2015 to the present. They explore the rise of cloud computing, the significance of NVIDIA's chips in the AI revolution, and the development of large language models. The discussion also touches on the current state of the tech ecosystem, including the impact of AI on businesses and the challenges companies face in utilizing their data effectively. This conversation delves into the current landscape of AI infrastructure, focusing on Nvidia's dominance in the GPU...
2025-06-161h 01The Real Eisman Playbook
The Real Eisman PlaybookMarket Resilience Amid Multiple Challenges - The Friday Market Wrap!In this weekly wrap, Steve Eisman discusses the current state of the market, highlighting the decline in the S&P 500 and NASDAQ, the significant drop in China's exports to the US, and the implications of ongoing trade negotiations. He also covers inflation metrics, company news including Warner Brothers' restructuring and Apple's position in AI, and the geopolitical tensions arising from the Israel-Iran conflict. The conversation delves into the causes of financial crashes and the challenges of spotting bubbles, while advocating for a balanced approach to regulation in capitalism. 00:00 Market Overview and Trade Dynamics 03:30 Inflation Insights and...
2025-06-1416 minThe Real Eisman Playbook
The Real Eisman PlaybookSafe to Stay Invested? Decoding 2025 Stock ChartsIn this episode of the Real Eisman Playbook, Steve Eisman interviews Todd Sohn, a technical strategist at Strategas. They delve into the world of technical analysis, discussing the importance of chart patterns, market trends, and sentiment analysis in trading. Todd explains how technical analysis serves as a supplement to fundamental analysis, helping traders identify big picture trends and manage risk. The conversation also covers the dynamics of market breadth, the significance of sector performance, and the current sentiment in the market, providing listeners with valuable insights into effective trading strategies. They analyze the implications of recent trends, the role...
2025-06-091h 02The Real Eisman Playbook
The Real Eisman PlaybookA Skeptic's Guide to Cryptocurrency and StablecoinsIn this episode of his podcast, Steve Eisman interviews Rahul Jindal, a FinTech strategist at Autonomous, to discuss crypto, stablecoins, and payments. They delve into the evolution of crypto from 2009 to the present, discussing its correlation with traditional markets and its potential role as a financial asset. They also clarify the concept of stablecoins, explaining their functionality and the importance of trust and regulation. The conversation explores regulatory developments in the crypto space and the potential impact of stablecoins on the payment system. They touch on the resilience of traditional payment giants like Visa and MasterCard and the challenges...
2025-06-081h 03The Real Eisman Playbook
The Real Eisman PlaybookStablecoin and Instability with Trump and Musk - The Friday Market Wrap!In this episode of the Real Eisman Playbook, Steve Eisman discusses the recent market trends, including a rally in the S&P and NASDAQ, the impact of tariff news, and the recovery journey of Wells Fargo. He also delves into the conflict between Elon Musk and President Trump, insights from the latest employment data, and reflections on market corrections. The conversation concludes with a discussion on Bitcoin and stablecoin, highlighting their potential and challenges in the current financial landscape. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-06-0719 minThe Real Eisman Playbook
The Real Eisman PlaybookDoes China Own Apple? With Patrick McGeeIn this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China. Steve interviews Patrick McGee, author of ‘Apple in China,’ unraveling how Apple moved its production almost entirely to China by the end of 2010. The discussion explores Apple’s transition from localized production to heavily outsourcing manufacturing, the role of suppliers in driving these changes, and the geopolitical ramifications of Apple’s deep ties with China. The conversation highlights Tim Cook’s key role in this shift, the innovative prowess of Chinese m...
2025-06-0556 minEarn Your Leisure
Earn Your Leisure"Big Short" Inspiration Steve Eisman on 2008 vs. Today: Are We Heading for Another Financial Crisis?In this insightful clip from MM, Rashad Bilal and Troy Millings sit down with Steve Eisman, the legendary investor who famously predicted the 2008 financial crisis and was portrayed in "The Big Short." Eisman shares his expert perspective on the current state of the economy, evaluating whether today’s risks parallel those of 2008 and how concerned investors should be about a potential recession or greater financial calamity.Eisman breaks down the key differences between the dangerous leverage and complex derivatives networks that drove the 2008 crisis and the more robust, regulated landscape today. He explains why he...
2025-04-2810 minThe Wall Street Skinny
The Wall Street Skinny153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 CrisisSend a textThis week on The Wall Street Skinny, we’re diving headfirst into one of the most volatile weeks in recent memory—and we brought backup. After a whiplash-inducing reversal in the bond and equity markets, Jen and Kristen break down how the tariff announcements are rippling through rates, treasury auctions, and investor sentiment. From the Fed’s shrinking balance sheet to the rising fear that the U.S. may be losing its “flight to quality” status, we unpack what’s really happening beneath the headlines—and why the bond market might be the biggest canary in the...
2025-04-121h 14Money Rehab with Nicole Lapin
Money Rehab with Nicole LapinAre We Back to 2008? With The Big Short's Steve EismanIs 2008 repeating itself? That’s the big question in the headlines, and today Nicole is talking to the perfect person to answer that question. Steve Eisman doesn’t need much of an introduction—he’s the investor who famously saw what no one else saw in 2008 and bet against the market before the crash (he was portrayed by Steve Carell in The Big Short). Today, Steve tells Nicole whether he thinks history is repeating itself, whether we're on-track for a recession, and his thoughts for new investors.Check out Steve's n...
2025-04-1137 minNB Talks - I mercati in 300 secondi
NB Talks - I mercati in 300 secondiSteve Eisman. Da "La Grande Scommessa" all'era moderna.Clicca qui per scaricare la traduzione in italiano dell'intervista: https://www.nb.com/handlers/documents.ashx?id=3e24b36e-c9d9-449a-9db0-b3143812a0f0&name=Traduzione_dell_intervista_Steve_Eisman_Da_la_grande_scommessa_all_era_moderna.pdf Intervista esclusiva a Steve Eisman, Senior Portfolio Manager di Neuberger Berman: un viaggio attraverso la sua carriera, la Grande Crisi Finanziaria del 2008, e i retroscena del bestseller di Michael Lewis e dell'omonimo film di Adam McKay "La Grande Scommessa". Inoltre, approfondiremo le sue attuali view di mercato. Episodio speciale in inglese.
2024-06-2821 minThe John Johnston Lounge
The John Johnston Lounge'Big Short’ Investor Steve Eisman Now Bullish!Famed “Big Short” investor Steve Eisman explains why he’s currently so bullish on both the US economy and stock market, particularly AI and infrastructure-related stocks. Related episode:Big Short Investor Just Predicted This For Stocks  https://youtu.be/e0Uo4aCQAzYStocks Today With JJ channel:https://www.youtube.com/@jjstockstodayReferenced video:‘Big Short' investor Steve Eisman: The U.S. economy is more dynamic than its ever been in history https://youtu.be/S01fC2TEoqk
2024-06-1811 minTid er penger - En podcast med Peter Warren
Tid er penger - En podcast med Peter WarrenIntervju med "The Big Short"-stjerne - Steve EismanTid er penger har hatt gleden av å intervjue Steve Eisman, den virkelige figuren bak rollen spilt av Steve Carell i filmen The Big Short, som forvaltet fondet Frontpoint og greide å tjene penger i kollapsen i 2008. Eisman jobber i dag i et familie-foretak og er som alltid sylskarp og direkte. Dette intervjuet ble første gang publisert på vår Patreon like før jul. Hosted on Acast. See acast.com/privacy for more information.
2024-05-2434 minSquawk Pod
Squawk PodThe Four-Day Week Experiment & Steve Eisman: The Economy is Fine 04/02/24Neuberger Berman senior portfolio manager Steve Eisman weighs in on the Federal Reserve’s interest rate debate; Eisman says, the economy is fine, and the Fed has no reason to cut rates this year. Former Flywheel CEO Sarah Robb O’Hagan explains her experiment with a four-day-workweek at her new company, Exos. Plus, Disney’s future hangs in the balance of a board vote this week, shares of Trump Media stock DJT jumped and then stumbled over 20%, and Google is destroying billions of “private” and “incognito” data records, settling a consumer privacy lawsuit.  Steven Eisman - 16:14Sarah...
2024-04-0232 minFORCE for Knowledge
FORCE for KnowledgeSteve Eisman - Senior Portfolio Manager, Neuberger BermanLearn from Steve Eisman, Senior Portfolio Manager at Neuberger Berman and American investor who shorted collaterized debt obligations (CDOs), calling the subprime mortgage crisis seen in "The Big Short." https://www.nbprivatewealth.com/ko/who-we-are/steven-eisman   Hosted by Steven Saltzstein, CEO, FORCE Family Office:  https://forcefamilyoffice.com  
2023-11-1042 minSquawk Pod
Squawk PodSteve Eisman, the Fed, & Marathon Sunday 11/02/23The Federal Reserve has left interest rates as they are, in its latest decision. Neuberger Berman’s Steve Eisman, the portfolio manager profiled in “The Big Short,” breaks down Fed Chair Jay Powell’s latest remarks, the state of the economy, and the handling of the Israel-Hamas War on campus at his alma mater, University of Pennsylvania. Palantir has reported a strong quarter, and CNBC’s Frank Holland explains CEO Alex Karp’s commentary on American competitiveness, the Palantir software, and standing by Israel. Disney is buying the rest of Hulu from Comcast, in a long-awaited and widely-expected decision on the asset. Pl...
2023-11-0228 minThe John Johnston Lounge
The John Johnston LoungeBig Short Investor Steve Eisman Predicts Stock Market Melt-UpI summarize and respond to what famous "Big Short" investor Steve Eisman is currently predicting for US the stock market. Eisman was recently interviewed by CNBC about the recent US stock market melt-up, and the current economic environment.Timestamps:00:00 "Big Short" investor Steven Eisman intro00:23 Most anticipated recession and the market melt-up01:32 Time to take profits or hold?02:24 Do higher rates matter?02:37 "Growth stocks" vs ""Value stocks"03:35 What happened to the banking crisis?04:58 The Magnificent Seven stocks and the AI Boom
2023-07-2706 minThe John Johnston Lounge
The John Johnston LoungeStock Market Crash Over? Big Short Investor Steve Eisman PredictsIn this episode I summarize and discuss what legendary investor Steve Eisman, who was played by Steve Carell in the movie The Big Short, has been predicting for the end of the US stock market crash - after the market declined around 25% in 2022, and has been steadily rebounding since October 2022. I also respond to our value investing YouTuber friend Hamish Hodder's find that Eisman recently revealed his next big stock market sector bet.Timestamps:00:00 Intro01:18 Eisman predicts: If the Fed stops raising rates...05:05 The forward-looking stock market
2023-07-1512 minTangent 💚 Proptech
Tangent 💚 ProptechBonus | Discomfort Zone: What Have You Changed Your Mind About? Ft. Steve Eisman, Zach Aarons, Nick Romito, Kevin Ortner, Imran Noorani & Noah IsaacsThis is a Tangent Special episode. Discomfort Zone: the art of stepping out of your comfort zone to pivot in business and in life, and the science of changing your mind when you are faced with new facts and acquire new experiences.(0:25) - Zach Aarons (GP & Co-founder at MetaProp)(3:03) - Nick Romito (CEO & Founder at VTS)(3:47) - Kevin Ortner (CEO at Renters Warehouse and President at Appreciate)(5:09) - Steve Eisman (The Big Short investor)(6:14) - Noah Isaacs (Co-founder at Bowery Valuations)(7:34) - Imran Noorani (CSO at Peak Power)Connect with...
2023-06-0610 minThe Grant Williams Podcast
The Grant Williams PodcastThe End Game Ep. 43 - Steve Eisman PREVIEWBill and Grant return for a no-holds-barred conversation with the great Steve Eisman of The Eisman Group within Neuberger Berman. Steve is no stranger,  thanks both to his exploits during the GFC and the stupendous portrayal of those exploits by Steve Carell in the movie version of Michael Lewis' wonderful book, The Big Short. Steve explains the history of paradigm shifts and tells us why he feels we are at the point of another major change - not only in the investment landscape but also in broader society.  The recent meltdown in the mid-size banking secto...
2023-04-2712 minOdd Lots
Odd LotsSteve Eisman on the 'Paradigm Shift' Happening in Markets Right NowAfter a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing out in stocks. Eisman, a portfolio manager at Neuberger Berman, won big betting against CDOs during the Great Financial Crisis and was famously depicted in the book and movie The Big Short as one of the few investors who got it right. In this conversation, he talks about lessons learned from his career in...
2023-02-0648 min