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The Real Eisman Playbook

Steve Eisman

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…

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The Real Eisman Playbook

The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71

The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap

The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap

AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69

Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap

AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68

Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap

Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap

The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap

Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64

Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63

SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap

Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62

The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap

How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61

Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap

FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59

S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap

Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58

Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap

Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57

Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56

Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55

Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54

Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap

Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53

The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap

Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52

The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap

The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51

Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap

Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50

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

Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49

Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap

The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48

Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap

George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47

Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap

Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46

AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap

Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45

Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap

Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44

Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap

The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43

The “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly Wrap

Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42

Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap

The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41

5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap

2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

Steve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39

Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap

Steve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38

Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37

The Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly Wrap

Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36

Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap

Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34

The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap

The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33

Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap