The Real Eisman Playbook
autor: Steve Eisman
Nejnovější epizoda
Why Young Americans Feel Locked Out with the Lemonade Stand Podcast
Why Young Americans Feel Locked Out with the Lemonade Stand Podcast
O tomto podcastu
The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.
Epizody
Nejnovějších 50 z 144 epizod
- Why Young Americans Feel Locked Out with the Lemonade Stand Podcast · 60 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 82 of The Real Eisman Playbook, Steve Eisman welcomes Aidan McCaig and…
- Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap · 31 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman digs into Anthropic’s newly released…
- Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81 · 53 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 81 of The Real Eisman Playbook, Steve Eisman sits down with Benn Steil…
- AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · 23 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing debt…
- Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80 · 43 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and…
- Market Cracks Under AI Debt Burden | The Weekly Wrap · 25 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and…
- Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79 · 50 minOn episode 79 of The Real Eisman Playbook, Steve Eisman sits down with AI critic Gary Marcus to unpack the growing fears surrounding artificial intelligence, from rogue AI agents…
- Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · 26 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman delivers a comprehensive Q3 2026 market…
- 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78 · 51 minOn episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to over…
- Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 27 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in…
- What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · 46 minOn episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like…
- The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · 28 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses why the off-balance sheet…
- Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · 51 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble…
- Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap · 25 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman explains why the recent extinction…
- The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75 · 53 minOn episode 75 of The Real Eisman Playbook, Steve Eisman sits down with his former Big Short partners Vincent Daniel and Porter Collins for a wide-ranging conversation covering…
- AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap · 25 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the ten-year yield…
- P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74 · 47 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 74 of The Real Eisman Playbook, Steve Eisman sits down with Ryan Tunis…
- Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap · 26 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the economy’s growing…
- The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73 · 45 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Trennert &…
- AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap · 30 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facing the AI…
- Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72 · 51 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 72 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Schorr of…
- SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap · 21 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets…
- 250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71 · 52 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 71 of The Real Eisman Playbook, Steve Eisman sits down with Adrian…
- The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap · 27 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a massive earnings week…
- The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70 · 54 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives and Gil…
- Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap · 23 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a pivotal week in markets…
- AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69 · 47 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 69 of The Real Eisman Playbook, Steve Eisman sits down with Ben Callo…
- Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap · 26 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a strong start to the bank…
- AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68 · 57 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok…
- Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap · 23 minOn this episode of The Weekly Wrap, Steve Eisman makes the case that diversification in today's market is largely an illusion and that the entire market has effectively become a…
- Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67 · 45 minOn episode 67 of The Real Eisman Playbook, Steve Eisman brings back recurring guest Dan Clifton, political analyst at Strategas, to break down the 2026 midterm landscape. Dan…
- The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66 · 50 minOn episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing…
- The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap · 23 minOn this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while…
- The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 1 h 9 minOn episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive…
- Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap · 22 minOn this episode of The Weekly Wrap, Steve Eisman breaks down the explosive SpaceX IPO, growing concerns around AI economics, and the emerging bull and bear cases for the AI…
- Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64 · 48 minOn episode 64 of The Real Eisman Playbook, Steve Eisman brings in Tom Gallagher, life insurance analyst at Evercore, to offer a second opinion on the controversial role private…
- Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap · 25 minOn this episode of The Weekly Wrap, Steve Eisman breaks down the recent market correction, rising inflation, and why AI may be transforming tech from a capital-light industry…
- The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63 · 58 minOn episode 63 of The Real Eisman Playbook, Steve Eisman sits down with Stacy Rasgon, semiconductor analyst at Bernstein, to break down the AI semiconductor boom that has sent the…
- SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap · 25 minOn this episode of The Weekly Wrap, Steve Eisman revisits his SpaceX analysis and explains why he's skeptical about the company's valuation. He also covers Microsoft's move to…
- Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62 · 50 minOn episode 62 of The Real Eisman Playbook, Steve Eisman opens with a sweeping overview of the entire AI landscape before sitting down with Gary Marcus to discuss the issues…
- The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap · 21 minOn this episode of The Weekly Wrap, Steve Eisman breaks down the SpaceX IPO, how Nasdaq changed its own rules to fast-track SpaceX into indices, and why Elon Musk is reserving…
- How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61 · 1 h 8 minOn episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on…
- Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap · 21 minSign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs…
- Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60 · 1 h 18 minOn episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss…
- Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap · 22 minOn this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink…
- FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59 · 1 h 14 minOn episode 59 of The Real Eisman Playbook, Steve Eisman sits down with Kelsey Zhu of Autonomous to discuss the collapse of FICO's decades-long monopoly on credit scores and what…
- S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap · 30 minOn this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite…
- Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58 · 39 minOn episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market…
- Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap · 31 minVisit https://realeismanplaybook.com/ to sign up for our mailing list. On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong…
- Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57 · 49 minVisit https://realeismanplaybook.com/ to sign up for our mailing list. On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global…
