Shows
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...2025-07-2624 minThe 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...2025-07-2246 minThe 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...2025-07-1925 minThe 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 02The 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...2025-07-1232 minThe 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...2025-07-0755 minThe 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...2025-07-0417 minThe 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 04The 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...2025-06-2815 minThe 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 03The 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...2025-06-2114 min
Breaking News | Latest EpisodesSteve Eisman’s Market Calls: Middle East Conflict & a Trade War 6/17/25 Podcast: Squawk Pod (LS 51 · TOP 0.5% what is this?)Episode: Steve Eisman’s Market Calls: Middle East Conflict & a Trade War 6/17/25Pub date: 2025-06-17Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationSquawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious...2025-06-1731 min
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 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...2025-06-1657 minThe 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...2025-06-1413 minThe 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...2025-06-0959 minThe 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 00The 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.
2025-06-0716 minThe 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...2025-06-0552 min
The Eisman PlaybookSpanning the Gamut of Financial Services with Dwight Collins.In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm.
They delve into the nuances of institutional sales, comparing the differences between bulge bracket and boutique firms. Dwight shares insights about financial services, drawing from his extensive experience and current client feedback. Key topics include market trends, credit quality, and M&A activity within sectors such as banks, investment banks, asset management, alternatives, insurance, and fintech. They discuss the impacts of deregulation, the changing landscape of...2025-05-191h 11The Eisman PlaybookTwitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic BooksThis is a bonus episode featuring a replay of 'The Noble Update' Twitter Spaces session hosted by George Noble @gnoble79 and co-host Dilley @DilleyCouture, who Steve Eisman joins as he discusses various topics, including the origins of his investment ideas, his thoughts on current market dynamics, and his perspective on housing and financial sectors. Eisman also shares his views on the escalating federal deficit, the role of AI in the economy, and the value of Bitcoin. The session concludes with Eisman revealing his favorite comic books, offering a more personal glimpse into the famed investor's interests.
00:00 Introduction and Casual Co...2025-05-181h 39The Eisman PlaybookThe Weekly Wrap: Market Movements, Trade Updates, and Corporate EarningsIn this week's The Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed.
Market Movements, Trade Updates, and Corporate Earnings: A Weekly Wrap with Steve EismanIn this episode of the Weekly Wrap, Steve Eisman reviews the latest market movements, including a significant rally this week with the S&P 500 up 6.5% and the NASDAQ up 7%. He discusses President Trump's trade negotiations with China, affecting tariffs and potentially U.S. drug costs. Eisman also covers Trump's international investments and the struggling performance of UnitedHealthcare.
Key earnings reports from Cisco and Walmart...2025-05-1713 minThe Eisman PlaybookFive Things I Learned about Housing from Ivy Zelman!In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared to the pre-crisis era, and the challenges of building affordable homes due to local zoning laws. Zelman expresses caution about investing in home builders given current market conditions, emphasizing high rates and affordability issues. For more in-depth analysis, listeners are encouraged to watch the complete podcast.
00:00 Introduction and Overview
00:13 Housing...2025-05-1608 minThe Eisman PlaybookAnalyzing Housing Market Trends with Ivy Zelman: Current Challenges and Future OutlookIn this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affordability crisis, the factors behind it, and potential federal interventions to improve the situation. They also touch on the pressures sell-side analysts face and provide advice for young professionals entering the finance industry.
Finally, Eisman answers listener questions in a new segment called 'Steve's Mailbag...2025-05-1257 minThe Eisman PlaybookThe Weekly Wrap: Market Movements, Trade News, and Earnings Highlights!A Weekly Wrap: Market Movements, Trade News, and Earnings Highlights
In this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed.
The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies and a vague reversal on Biden-era AI chip curbs, impacting media and chip stocks. A new trade agreement with the UK also promises increased market access and reduced duties on certain goods. On the tax front, there's a proposal to extend the 2017 tax cuts with...2025-05-1019 minThe Eisman PlaybookNavigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig FullerIn this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves.
The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies halt new orders due to rising tariffs, empty shelves and reduced trucking volumes are anticipated, with serious ramifications for employment and various industries. With real-time data and expert analysis, this episode sheds light on the unfolding crisis and its potential long-term effects on the economy.2025-05-051h 03The Eisman PlaybookThe Weekly Market Wrap: Mixed Earnings and Trade UncertaintyIn this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of consumer-facing, industrial, and tech company earnings, emphasizing the pervasive economic uncertainty due to ongoing trade negotiations. Tune in for comprehensive insights and what to expect moving forward amidst the fluctuating economic landscape.
00:00 Introduction and Weekly Market Wrap-Up Announcement
00:14 Market Performance Overview
01:16 Trade Negotiations and Earnings Highlights
02:28 Consumer-Facing Companies...2025-05-0214 minThe Eisman PlaybookFive Things I Learned from This Week's Episode on Banks!Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape.
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Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services: Don’t Touch My Radio
Disclaimer: The financial opinions expressed are for information purposes only. The views expressed by the hosts and participants are not an attempt to influence specific trading be...2025-05-0204 minThe Eisman PlaybookA Financial Crisis or Just a Bank Stock Correction?In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com bust, the impact of the Great Financial Crisis, and the subsequent regulatory changes, including Dodd-Frank and CECL accounting. The conversation also touches on private equity and credit markets, exploring the potential risks they pose to the financial system. Finally, the hosts reflect on recent earnings...2025-04-281h 01
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 min
Market MondaysMM #255: The Big Short: Global Economic Collapse?, Trump vs Powell, & Real Cost of Capitalism ft Steve EismanWelcome back to Market Mondays, the #1 destination for real investing talk and unfiltered financial insights. In this powerful episode, we tackle everything from tech shakeups to major global economic shifts — and we’re joined by legendary investor Steve Eisman, famously portrayed by Steve Carell in The Big Short. Steve delivers hard-hitting insights on current market risks, future opportunities, and what today’s smart investors should really be focused on.We break down the big questions: Will Tesla ever hit $1,000 again? Is gold’s surge to $3,300 a long-term breakout or just fear-driven hype? What’s the real i...2025-04-222h 01The Eisman PlaybookKaput! Dissecting Europe’s Economic Struggles with author Wolfgang MünchauIn this episode of the Eisman Playbook, host Steve Eisman engages in a thought-provoking conversation with Wolfgang Münchau, co-founder of Euro Intelligence and an expert on European economic affairs. The discussion centers on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Europe. They explore topics like the shift from traditional manufacturing to digital technologies, the interconnectedness of European economies, and the potential impacts of tariffs and trade policies under President Trump. Münchau also highlights the structural weaknesses within the EU, including the complexity of its regulatory environment and...2025-04-211h 18The Eisman PlaybookHow Netflix Revolutionized the Future of Media with Michael NathansonIn this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on companies like Disney and Warner Brothers, highlighting Netflix's current dominance in the streaming wars. Additional conversations cover the challenges for Google and Meta in integrating AI, the state of the cable industry, and media company consolidation. The episode concludes with recommendations on new and old streaming shows to...2025-04-141h 25
The Wall Street Skinny153. Steve Eisman, the Real-Life "Big Short" Investor, on Tariff Panic and Lessons From the 2008 CrisisSend us 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...2025-04-121h 15
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 min
The Investopedia Express with Caleb SilverWhy The Big Short is Not Short Right NowSteve Eisman, who was profiled in the terrific book and movie, "The Big Short", explains why he's not shorting any parts of the market right now, but what he would bet against under certain conditions. He explains what's different about this recent volatility and the Great Financial Crisis and the crash of 1987, and how the tariff war might play out as negotiations continue. Plus, his thoughts on Steve Carell's portrayal of him in the movie and how that has changed his life.Links: https://www.audacy.com/podcast/the-eisman-playbook-048f2https://www.in...2025-04-1021 min
Escaping the Drift with John GaffordFrom the Big Short to Tariffs: Steve Eisman on Trade Wars and GlobalizationWall Street legend Steve Eisman, famously depicted by Steve Carell in "The Big Short," joins us for a thought-provoking discussion on the shifting tides of the global economy. With his unique perspective on tariffs and trade wars, Steve dubs these issues a "theological problem," challenging the age-old teachings of free trade. We reflect on the historical impacts of NAFTA and China's WTO entry, contemplating their mixed blessings on GDP growth and job creation. This episode aims to cut through the noise, offering you a seat at the table for an expert analysis of today's complex economic landscape.
2025-04-0940 minThe Eisman PlaybookUnderstanding the Financial Crisis: A Masterclass with Steve EismanIn this episode of the Eisman Playbook, Steve Eisman delivers a masterclass on the 2008 financial crisis, breaking down its causes, including excessive leverage in large financial institutions, the collapse of subprime mortgages, systemic ownership of the failed asset class, and the role of derivatives. Steve discusses how banks’ leverage works, the evolution of subprime lending, and Wall Street's role and response during the crisis. He also touches upon the regulatory response post-crisis, the Dodd-Frank Act, the evolution of bank regulations, and the transformation in the financial landscape over the past 17 years. Steve concludes with reflections on current market conditions, tr...2025-04-071h 11The Eisman PlaybookBig Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial CrisisSteve Eisman, joined by former partners Danny Moses, Porter Collins, and Vincent Daniel, delve into recent market upheavals caused by President Trump's tariff announcements. They analyze the implications of these policies, the reaction of global markets, and the potential for a bear market. They also reminisce about their time depicted in The Big Short, discussing stories and strategies from the 2008 financial crisis. The episode offers a rich mix of market analysis, economic theory, and personal anecdotes.Watch this episode on YouTube: https://youtu.be/3VqQ8glQSFM00:00 Introduction to the...2025-04-071h 09The Eisman PlaybookTrump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton of StrategasTrump Announces Sweeping Tariffs, Calling It a "Declaration of Economic Independence"Join Big Short Investor Steve Eisman and special guest Dan Clifton from Strategas as they dissect the latest market turmoil caused by President Trump's unexpected tariff announcement. Recorded on April 3, 2025, this episode dives deep into the intricate implications of the new tariff plan, covering its impact on the global economy, US policy, and the stock market. With his vast experience in policy research, Dan Clifton provides a detailed analysis of the market's reaction, potential future scenarios, and the strategic shifts in US foreign...2025-04-071h 03The Eisman PlaybookThe Eisman Playbook Podcast TrailerI'm Steve Eisman and welcome to my podcast The Eisman Playbook. In my 35 years of experience of investing in markets, I've seen many ups and downs. You might know me because I was depicted in the book The Big Short, by Michael Lewis and portrayed by Steve Carell in the movie of the same name. In this podcast, we are going to explore and analyze market trends.Companies and sub-sectors through various guests in and around the financial world. My goal here is simple to educate, so come and join me as I share...2025-04-0600 min
3QEpisode 103: Zach Seigel-EismanNo matter where you are in your career, you’ll benefit from listening to 3Q. 3Q provides a window into the careers of some of the best in the music business. Every episode is an insider's view of the realities of life as a music executive. Topics include issues of empowerment, uncertainty, trust, finances, etc; issues that will impact you both personally and professionally. The executives we interview represent every aspect of the industry including but not limited to A&R, Marketing, Music Supervision, Artist Management, Promotion, and more.
About Zach:
...2025-02-0712 min
Bloomberg TalksNeuberger Berman Group Managing Director Steve Eisman Talks the Fed Decision & Market OutlookNeuberger Berman Group Managing Director Steve Eisman discusses the Fed decision and the market outlook. Eisman speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.2024-09-1911 minSquawk PodWinning the Undecideds & Remembering Our History 09/11/24CNBC’s Eamon Javers and pollster Frank Luntz help digest the fireworks of the Presidential debate between Vice President Kamala Harris and former President Donald Trump, including the big Taylor Swift endorsement that came after. On Wall Street, investors were unsurprised by the Labor Department’s August Consumer Price Index. Neuberger Berman’s Steve Eisman discusses the likelihood of a 25 basis point interest rate cut from the Federal Reserve next week. And, 23 years later, Americans come together to remember those lost in the September 11th terrorist attacks. Eamon Javers - 4:31Frank Luntz - 15:35Ste...2024-09-1134 min
The Meb Faber Show - Better InvestingSteve Eisman’s Playbook for the AI & Infrastructure BoomToday’s guest is Steve Eisman. Steve is most famous for his bet against the US housing market before 2008 and his role in Michael Lewis’ book, The Big Short. He’s now a portfolio manager at Neuberber Berman.In today’s episode, Steve talks about the three themes he sees driving markets today: AI, infrastructure and crypto. He explains why he’s a believer in the first two, but not crypto. He also shares his take on the upcoming election and how that may impact markets.(1:05) Steve's view of the economic landscape(3:13) How to invest...2024-08-0237 min
CNBC's "Fast Money"Consumer in a Crunch? And “The Big Short’s” Steve Eisman on How He’s Positioned for the Rest of the Year 7/25/24Shares of Lululemon hit their lowest level in more than four years after a downgrade at Citi and trouble with one of its hotly-anticipated products. What its weakness says about the state of the consumer and how you should play the space. Plus in part two of our Big Short Week spectacular, Neuberger Berman’s Steve Eisman reacts to Wednesday’s sell-off and gives us his strategy for the back half of 2024. Fast Money Disclaimer
2024-07-2643 min
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 ingles...2024-06-2821 min
Bookey App 30 mins Book Summaries Knowledge Notes and MoreUnveiling Financial Recklessness: A Deep Dive into 'The Big Short' by Michael LewisChapter 1:Summary of Book The Big Short "The Big Short: Inside the Doomsday Machine" is a non-fiction book by Michael Lewis that was published in 2010. The book chronicles the build-up of the housing and credit bubble during the 2000s and the subsequent financial crisis that ensued. Michael Lewis tells the story through the eyes of several investors who bet against the US mortgage market before the crash.The key characters featured are Steve Eisman, an eccentric hedge fund manager; Michael Burry, a reclusive and socially awkward doctor who turned to investing; Greg Lippmann, a Deutsche B...2024-06-2813 min
Disruptive Forces in InvestingSteve Eisman: From The Big Short to the Long Way HomeIn 2008, the housing market crash sent shockwaves through the financial industry and the world at large. However, a handful of investors saw the warning signs and began sounding the alarms long before the financial debacle unfolded. Their stories were captured in the New York Times bestselling book, The Big Short: Inside the Doomsday Machine, and its award-winning film adaptation, The Big Short. Featuring stars like Brad Pitt and Steve Carell, the film brought these investors' experiences to life. Among them was Steve Eisman, Senior Portfolio Manager at Neuberger Berman, portrayed by Steve Carell under the pseudonym Mark Baum. But...2024-06-2520 min
The Art of Value'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/e0Uo4aCQAzY
Stocks Today With JJ channel:
https://www.youtube.com/@jjstockstoday
Referenced 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 min
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 min
RiskReversal PodThe Big Long with Steve EismanSteve Eisman of Neuberger Berman joins the pod this week! Dan, Danny, Guy, and Steve discuss: what’s driving the market (5:00), why Steve is no longer bearish (11:00), investing in infrastructure (13:00), the low-end consumer (19:00), why Steve thinks the election is over (22:00), what a Trump re-election means for the stock market (27:00), energy (29:30), Steve’s optimistic view on the market (33:00), what could cause a bear market (35:00), what Steve believes about managing money that most people don’t understand, “The Big Short” (37:30), and the Preakness (40:00).--Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe—About the Sh...2024-05-1747 min
X22 ReportEp. 3349 - Indictments Failing,Proof 2020 Election Was Rigged,Trump:”Give Me Liberty Or Give Me Death”Watch The X22 Report On Video
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New York is moving forward with a 2.3 billion tax funder grant to fix up JFL Airport. This will be done under DEI. Fake news is now projecting that tariffs will increase inflation, big fail. Look at those who reject alternative currencies, that tells the whole story. Central banks are ramping up on gold. The [DS] indictment push is now failing big time. The cases are falling apart plus the people are now seeing the corruption, election interference and constitution violation. Now...2024-05-091h 38
Bloomberg SurveillanceBloomberg Surveillance TV: May 7, 2024-Steve Eisman, Neuberger Berman Senior Portfolio Manager-Mark Zandi, Moody's Analytics Chief Economist-Hugh Johnston, Disney CFO Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.See omnystudio.com/listener for privacy information.2024-05-0735 min
Odd LotsSteve Eisman on the Three Big Macro Stories of Our TimeSteve Eisman became a famous name in the investing world due to his prescient bet against the US housing market before 2008, which led to his starring role in Michael Lewis' book The Big Short. These days his investing approach looks a little bit more conventional in his role as a senior portfolio manager at Neuberger Berman. But he still has big ideas. These days he sees three dominant macro stories for investors: AI, infrastructure and crypto. The last one he just fundamentally rejects. The first two, however, he sees as tailwinds that can potentially last a long time. He's...2024-04-0548 minSquawk 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 minTid er penger - En podcast med Peter WarrenIntervju med "The Big Short"-stjerneTid 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. Intervjuet ble første gang publisert i desember 2023. Hosted on Acast. See acast.com/privacy for more information.2024-03-2434 min
Glitter LedgerSubprime Mortgages and Sublime Digital Assets with Steven EismanNew 'Sode of GlitterLedger with Steven Eisman Alexis: Is there anything that you find appealing?Steven: About crypto?Alexis: YeahSteven: Nothing Alexis ZeroSteven: ZeroAlexis: Even the art?Steven: Nothing :D Fresh off of Eth Aspy and still High off of the altitude, and my own grandiose delusions, I have time to reflect on the groundbreaking takeaways of said conference. I have none. Well except to sell my SOL gains for Loubs and mix Lithium and...2024-03-0851 minThe Art of ValueIs Everyone Too Bullish? Response to Joseph CarlsonI react to Joseph Carlson and famed investor Steve Eisman explaining why they think investors are too bullish on the stock market.
Related videos:
Everyone is Too Bullish - Joseph Carlson https://youtu.be/eWwDCmA3ybk
3-5 Year Bull Market? Response to Jeremy Lefebvre https://youtu.be/EKmIj6WAdkw
Stock Market Crash Over? Big Short Investor Eisman Predicts https://youtu.be/f-U-ff8RP7M
Big Short Investor Just Predicted This For Stocks https://youtu.be/e0Uo4a...2024-01-0916 min
Battle4FreedomBattle4Freedom - 20240104 - The Constant Power Grab - Partisan Pawns at the PollsThe Constant Power Grab - Partisan Pawns at the PollsWebsite: http://www.battle4freedom.comNetwork: https://www.mojo50.comStreaming: https://www.rumble.com/Battle4Freedomhttps://www.dailymail.co.uk/health/article-12923285/father-four-dies-flu-respiratory-virus-surge.htmlHealthy father-of-four and special education teacher dies after contracting the FLU- as respiratory viruses surge across the USCody Capps died from the flu after falling ill while visiting family for Christmas He is part of the rising trend of hospitalizations and deaths from viruseshttps://www.dailymail.co.uk/news/article-12919565/Amy-Robach-shade-ex-husband-Andrew-Shue-TJ-Holmes-divorce-podcast...2024-01-0456 minTid er penger - En podcast med Peter WarrenLyset endelig slått påDette er episode 241 av Tid er penger. I denne episoden snakker Peter om renten i inn- og utland, finanstilsynet, 100x giring og en ny bok. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/lyset-endelig-pa-94891369Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/Hør disse også fra Patreon:Intervju om Pulskuren med Torkil FærøIntervju med Steve EismanIntervju med Olav Aleksander BuIntervju med Anders LundIntervju med Knut Erik Eldjarn (igjen)Intervju m...2023-12-181h 19Tid er penger - En podcast med Peter WarrenDet digitale dopetDette er en gjenpublisering av et intervju vi la ut på Patreon i høst. For å høre de siste intervjuene vi har gjort, både med Torkil Færø, Steve Eisman, Anders Lund, Anders Meland og andre, gå til vår Patreon: https://www.patreon.com/tiderpengerTid er penger har hatt gleden av å intervjue Ole Petter Hjelle, forfatter og lege bak boken Det digitale dopet. Her får vi svar på det mange snakker om, fra en kompetent kilde; hva gjør all mobilbruken egentlig med oss? Meget interessant og innsiktsfullt om et viktig tema. See omnys...2023-12-1748 minTid er penger - En podcast med Peter WarrenBullish i en dyster verdenDette er episode 241 av Tid er penger. I denne episoden snakker Peter om de dystre utsiktene det er for verden på flere nivåer, samtidig som markedene bare stiger og stiger. Det snakkes om krig, Saxos ville spådommer, kraftkabler og skattelister. Og litt AI da. På Patreon kan du høre hele episoden, uten promo, reklame: https://www.patreon.com/posts/bullish-i-en-94482489Vil du melde deg på nyhetsbrevet til Tid er penger, gjør du det her: https://tiderpenger.substack.com/Hør disse også fra Patreon:Intervju med Steve Eisma...2023-12-111h 21
The Cinematic TangentXV – You Used to Laugh with the People, Adam McKay
We love Adam McKay movies. Talladega Nights: The Ballad of Ricky Bobby embraces the Americana of rednecks and NASCAR culture, innocently pitting our uncouth heroes against the French liberal elites. Step Brothers is two losers resisting the urge to seek status, content with having a good time. And Anchorman? One can argue it’s a treatise on the fallibility of news, exposing the information guardians for the dopes they are.
Then, in his magnum opus, Adam gave us with The Big Short, an anarchist, populist masterpiece that unites all people based on class, offering empathy to those who...2023-11-2800 min
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 min
ETF Να Πάρεις - Με Την Ioanna FoΤΕΛΙΚΑ ΗΡΘΕ Η ΚΡΙΣΗ;;!!Γειά σας παιδιά, Ιωάννα εδώ και σήμερα θέλω να συζητήσουμε μία πρόσφατη συνέντευξη του Steve Eisman.
Οι καλύτερες ετοιμοπαράδοτες επιλογές στο μεταχειρισμένο αυτοκίνητο για αγορά ή μίσθωση, με γραπτό έλεγχο και εγγύηση έως πέντε χρόνια μόνο στην www.spotawheel.gr2023-11-0807 minSquawk 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 min
The Fiftyfaces PodcastBonus Episode: Steven Eisman - After "The Big Short"- Lessons from One Crisis to Another, on Emotion in Investing, Peacocks and Feather DustersWe are delighted to bring you this lively bonus episode of a live conversation with the legendary Steven Eisman, who became famous for shorting Collateralized Debt Obligations in the run up to the 2008 financial crisis. He was featured in the film adaptation of The Big Short under the name of Mark Baum, and portrayed by Steve Carell. In September 2014, he joined Neuberger Berman in the Private Asset Management division. The group, run by partners including his parents, Elliott and Lillian Eisman, manages portfolios of stocks for wealthy clients
If history does not repeat, but instead rhymes, I was intrigued to...2023-10-3125 min
The Morning X This Week PodcastThe Morning X This Week Podcast 10-27-23Matt Hall officially joins The Morning X as Kevin's full-time partner. Here are all the highlights of the first week of this show, which is sure to become literally the greatest thing in the history of terrestrial radio. Including: Comedian Kevin Haas, Gorgeous George and Damage Inc Wrestling's Steve Eisman, and Hogs Talk with Mike Peck.2023-10-271h 10
Humberto Rivera - Vida Financiera¿Hay DEBILIDAD en los Bancos y la Economía? | Reportes Q3 2023En este video analizamos los comentarios de Steve Eisman acerca de los potenciales problemas de los bancos para esta temporada de reportes trimestrales de Q3 2023 y si el consumidor pudiera debilitarse y afectar la economía.2023-10-1412 minRiskReversal PodThe Ripple Effects in the Market with Stuart SoppGuy, Dan, and Danny are joined by Stuart Sopp of Current as a special co-host for the full episode. The guys discuss mega-moves in the bond market (4:00), Bank of America’s Wrong-Way Rate Bet Hurts Moynihan’s Growth Pledge (7:00), hot inflation numbers from the PPI/CPI reports (11:00), Steve Eisman’s Fast Money appearance (11:15), the S&P 500 forward P/E below its 5-year average but above 10-year average (12:00), geopolitical risks (13:20), the hosts disagree on gold (15:30), why Stu is so worried about food inflation (24:30), Goldman Sachs sells GreenSky BNPL business (26:15), new SEC short-selling rules (32:30), mega-cap tech getting back on the horse (35:30), the IP...2023-10-1350 minCNBC's "Fast Money"Big Short Investor Bearish on Banks, and What LVMH Says About the Consumer 10/10/23Banks were some of the best performers on the S&P today, but Steve Eisman of “Big Short” fame, says there’s still trouble in the financial space. What he’s looking at and how it should impact your investing. Plus U.S.-traded shares of LVMH sank after the luxury retailer posted earnings after the European close. What the results mean for the high-end consumer. Fast Money Disclaimer
2023-10-1144 minSquawk PodWriters Strike Optimism & Bank Stocks “Univestable” 9/21/23The Federal Reserve held rates steady but pointed to another hike this year. CNBC’s Steve Liesman discusses the Fed’s latest decision. Steve Eisman, the “Big Short” investor who called and profited from the subprime mortgage crisis, says he’s staying away from bank stocks. The Neuberger Berman senior portfolio manager, also discussed the latest market trends, the Fed’s inflation fight, the state of the banking sector, and more. Plus, CNBC’s David Faber reports writers and producers are near an agreement to end the Writers Guild of America strike after meeting face-to-face yesterday.Here is the episode...2023-09-2134 minThe Art of ValueBig 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 intro
00:23 Most anticipated recession and the market melt-up
01:32 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 Art of ValueStock 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 Intro
01:18 Eisman predicts: If the Fed stops raising rates...
05:05 The forward-looking stock market
2023-07-1512 minCNBC's "Fast Money"Big Short Investor Steve Eisman on the Market Rally, and What’s Next for Disney 7/13/23Stock markets rose again on Thursday after yet another softer-than-expected read on inflation. Neuberger Berman’s Steve Eisman is here to give us his take on the moves. Plus Bob Iger sat down with our David Faber this morning for a long interview on the future of Disney. We bring you the highlights and what it all means for the stock. Fast Money Disclaimer
2023-07-1444 min
Capital Allocators – Inside the Institutional Investment IndustryPorter Collins and Vincent Daniel - Big Shorts and Big LongsPorter Collins and Vincent Daniel are the founders of Seawolf Capital, their family office managed as an old school hedge fund. Previously, they were two of the three members of Steve Eisman’s team at Frontpoint Capital and found themselves in print and on the silver screen as protagonists in Michael Lewis’ The Big Short. Regulations prevent us from disclosing investment returns almost all the time on the show, but Porter and Vinnie manage only their own money today and are an exception to that rule. In the three full years since they started managing their own capital, the pair...2023-07-0359 min
Boosting Your Financial IQFinancial and Economic News: June 21, 2023Important Financial and Economic NewsCheck out what's happening in the economy and world of finance by watching this week's edition of FinWeekly. These insights are exclusive to the free Boosting Your Financial IQ app and can be found under the "Learn" section. Here are a few highlights (Watch the full report on the app):· Eisman's big infrastructure bet· Global stocks slip· ECB warns of recession· Berkshire Hathaway boosts stakes in Japan· SoftBank CEO breaks silence· A win for homebuildersDisclaimer:2023-06-2115 minOdd LotsSteve Eisman on Banks, AI and His Next Big BetSteve Eisman is known for having bet against the housing market prior to the Great Financial Crisis in a trade immortalized by Michael Lewis in The Big Short. So what is he betting on now? In a special live episode of Odd Lots, recorded at the Bloomberg Invest summit, the Neuberger Berman portfolio manager discusses the recent banking turmoil (he thinks it's contained), the boom in anything related to AI, and his current bets on US manufacturing and infrastructure. He also talks about investing in rewiring the nation's electricity grid and why he thinks this theme has years left...2023-06-1652 min
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 min
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 min
The Art of ValueBig Short Investor Eisman Talks Banking CrisisI react to legendary "Big Short" investor Steve Eisman’s latest interview about the current bank panic, whether it will lead to a 2008-style banking crisis in the U.S. and Europe, and what investing approach he’s taking through it.
Related episodes:Michael Burry Predicts Stock Market Bottom After Bank Panic https://youtu.be/yXkp5BhQJiw
Silicon Valley Bank Collapse Explainer | What's happening?! https://youtu.be/h5yS-ZMAjPk
Silicon Valley Bank Collapse | Crisis Averted? https://youtu.be/GkStEtQLKWM
Full Steve Eisman interview: You don't want to be a hero in th...2023-03-2114 min
CNBC's "Last Call"Big Banks to the Rescue, ESG Investing & Trump Indictment 3/20/23CNBC’s Brian Sullivan breaks down the banking crisis with Wall Street Journal Reporter Ben Eisen, Financial Times Banking Correspondent Stephen Gandel, Steve Eisman of ‘Big Short’ fame and Neuberger Berman. Rep. Adam Schiff discusses whether Goldman Sachs played a role in the collapse of Silicon Valley Bank. Plus, the potential indictment of former President Trump, the value of ESG investing and JPMorgan’s response to a court ruling that Epstein cases against it can proceed.
2023-03-2146 minCNBC's "Fast Money": Do Stocks or Bonds Have it Right? Plus “Big Short” Investor Steve Eisman 3/15/23Treasury yields sinking today, with the 2-year hitting its lowest level since September, as regional banks fell for the 7th day in 8. But equity markets closed well off the lows of the day. So who’s got it right – stocks or bonds? Plus “Big Short” trader Steve Eisman joins with a stark warning. Why he says, “don’t be a hero” in this market. Fast Money Disclaimer
2023-03-1547 min
Un Podcast Sobre BitcoinEsto sí que es bueno y no los bitcoinsCompra BTC en Relai (descuento de un 0.5% con código ALBERTOMERA)Usa este enlaceBuscas un monedero frío? Yo te recomiendo BitboxUsa este enlace para comprarlo (5% de descuento con código UPSB al final del carrito)¿Quieres preguntar en directo? Vente a TwitchA través de Patreon puedes apoyar al podcast desde 5€ al mes. Lo que vienen siendo unos pocos satoshis. También puedes hacerlo comprando en la tienda de Un Podcast Sobre Bitcoin y beber en la taza oficial del podcast mientras...2023-02-1622 minOdd 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
Real Vision: Finance & InvestingMy Life in 4 Trades - Harley Bassman Has a Strong Message for Young TradersHere’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Harley Bassman has worked in finance for more than 40 years. Before becoming a managing partner at Simplify, Bassman traded at Credit Suisse, Merril Lynch, and PIMCO. He joins Maggie Lake to talk about why using simple common sense led to his early success and how he got burned during the Global Financial Crisis by not listening to Steve Eisman, the portfolio manager portrayed by Steve Carrell in the hit movie “The Big Short.” Learn more about your a...2022-07-3039 min