Podcasts · Business

The Real Eisman Playbook

Steve Eisman

142 episodes

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.

Episodes page 1 of 3

  1. Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81

    · 53 min

    Sign 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, Director of International Economics at the…

  2. AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

    · 23 min

    Sign 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, fading confidence in AI data center…

  3. Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80

    · 43 min

    Sign 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 now host of the On The Tape podcast, for…

  4. Market Cracks Under AI Debt Burden | The Weekly Wrap

    · 25 min

    Sign 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 opportunities surrounding AI, from rising debt…

  5. Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79

    · 50 min

    On 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 and cybersecurity failures to…

  6. Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap

    · 26 min

    Sign 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 breakdown. He discusses why energy was…

  7. 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78

    · 51 min

    On 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 5%. He explains that it's a perfect storm…

  8. Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap

    · 27 min

    Sign 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 which its decades-long mortgage monopoly…

  9. What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

    · 46 min

    On 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 from within a major technology company.…

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

    · 28 min

    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…

  11. Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

    · 51 min

    Sign 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, former portfolio manager at Fidelity and…

  12. Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

    · 25 min

    Sign 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 warnings from Dario Amodei and Sam Altman…

  13. The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

    · 53 min

    On 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 the bond market, Scott Bessent's Treasury…

  14. AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

    · 25 min

    Sign 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 breaching 4.9%, the recent AI doomsday fears,…

  15. P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

    · 47 min

    Sign 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, property and casualty insurance analyst at…

  16. Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

    · 26 min

    Sign 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 dependence on AI spending. He explains why…

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

    · 45 min

    Sign 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 & Chris Verrone from Strategas for a…

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

    · 30 min

    Sign 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 boom, with a focus on Anthropic and…

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

    · 51 min

    Sign 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 Evercore and Ken Worthington of JP Morgan…

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

    · 21 min

    Sign 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, including SpaceX's highly anticipated…

  21. 250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71

    · 52 min

    Sign 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 Wooldridge, journalist and co-author of Capitalism…

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

    · 27 min

    Sign 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 headlined by Microsoft posting 30% EPS growth…

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

    · 54 min

    Sign 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 Luria for a wide-ranging debate on the…

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

    · 23 min

    Sign 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. Google raised its AI capex to $205 billion,…

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

    · 47 min

    Sign 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, sustainable energy and mobility analyst at…

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

    · 26 min

    Sign 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 earnings season, with JPMorgan, Goldman…

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

    · 57 min

    Sign 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, Chief Economist at Apollo, to break down…

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

    · 23 min

    On 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 single bet on AI. Steve also covers the…

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

    · 45 min

    On 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 also shares his take on the 2028…

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

    · 50 min

    On 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 about this market. Todd walks through…

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

    · 23 min

    On 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 software stocks got crushed, and why the…

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

    · 1 h 09 min

    On 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 into the health of the American consumer…

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

    · 22 min

    On 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 sector. He also examines the Iran situation,…

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

    · 48 min

    On 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 equity is playing in the life insurance…

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

    · 25 min

    On 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 into one that requires trillions in ongoing…

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

    · 58 min

    On 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 sector up 60% year to date. They…

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

    · 25 min

    On 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 token-based pricing for GitHub Copilot,…

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

    · 50 min

    On 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 surrounding the industry. Gary breaks down…

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

    · 21 min

    On 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 30% of the offering for retail investors.…

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

    · 1 h 08 min

    On 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 defense tech is disrupting the industry…

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

    · 21 min

    Sign 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 from disappointing results at Walmart…

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

    · 1 h 18 min

    On 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 energy stocks are down even as oil…

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

    · 22 min

    On 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 inside the S&P 500. Steve breaks down…

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

    · 1 h 14 min

    On 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 it means for homebuyers, lenders, and…

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

    · 30 min

    On 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 ongoing concerns about consumer weakness,…

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

    · 39 min

    On 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 in the aftermath of the Iran war swoon…

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

    · 31 min

    Visit 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 results continue to push markets higher…

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

    · 49 min

    Visit 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 head of origination at Apollo, to get a…

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

    · 34 min

    On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the…

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

    · 50 min

    On episode 56 of The Real Eisman Playbook, Steve Eisman sits down with Jeffrey Hirsch, author of the annual Stock Trader's Almanac. The two walk through the most important recurring patterns in the market while also…

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.