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The Real Eisman Playbook — The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
Scout ratingSCOUT· 67%28m·2026-09-25·Money

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

The Real Eisman Playbook

Sign 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 financing techniques that caused Enron's collapse and amplified the GFC are back in full force in the AI world. He also covers the Ten Year yield…

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What people are saying

“Steve should have Margo Robbie explain AI off-balance sheet financing to us.”

— @jfrankcarr · YouTube comment

“We never really solved anything in the previous financial crisis. We only solved it for the banks. So, the poorly backed loans just went to the private market. The bad issue is the same size but with unregulated and unaudited and unable to…”

— @johnparchman753 · YouTube comment

“Ever since the Ed Zitron interview Mr Big Short himself is waking up to the truth.”

— @lukem118 · YouTube comment

“Rating agencies were complicit in the last crisis 😂”

— @Robert-f4y1e · YouTube comment

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