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The Real Eisman Playbook

Steve Eisman

144 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.

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  1. 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…

  2. 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…

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

    · 28 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down what the latest bank earnings reveal about the true state of the U.S. economy. He also covers rising geopolitical tensions with Iran, market reactions, and…

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

    · 1 h 08 min

    On episode 55 of The Real Eisman Playbook, Steve Eisman sits down with retired U.S. Army officer John Spencer to discuss what is actually happening in the Iran war. John breaks down the four official objectives of the…

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

    · 59 min

    On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he…

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

    · 25 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran,…

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

    · 49 min

    On episode 53 of The Real Eisman Playbook, Steve Eisman sits down with Steve Liesman to discuss whether private credit could become the next systemic crisis in the financial system. The conversation also explores…

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

    · 23 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down why private credit may be repeating the same mistakes Wall Street made before the Great Financial Crisis. He discusses how hidden risks and the lack of a…

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

    · 44 min

    On episode 52 of The Real Eisman Playbook, Steve Eisman sits down with Middle East expert Steven Cook to break down what’s really happening in the Iran war. They discuss the latest developments, the goals of the United…

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

    · 54 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and…

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

    · 59 min

    On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare…

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

    · 29 min

    On this episode of The Weekly Wrap, Steve Eisman discusses the latest with the war in Iran, with oil prices now above $100 amid the Strait of Hormuz remaining closed. Steve also breaks down rising risks in private…

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

    · 51 min

    On episode 50 of The Real Eisman Playbook, Steve Eisman sits down with Mark Cuban to discuss why prescription drug prices in the U.S. remain so high and what can be done to fix the system. Cuban explains how pharmacy…

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

    · 41 min

    On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's…

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

    · 53 min

    On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The…

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

    · 22 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the market volatility driven by the War in Iran. He also dives into growing concerns around private credit and whether risks are starting to build beneath…

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

    · 52 min

    On episode 48 of The Real Eisman Playbook, Steve Eisman sits down with forensic accountant Tom Gober to discuss how private equity giants like Apollo, KKR, and Brookfield have taken control of millions of policyholder…

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

    · 27 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private…

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

    · 55 min

    On episode 47 of The Real Eisman Playbook, Steve Eisman is joined by George Noble (Fidelity) to discuss a variety of topics. The two of them break down the gold & silver debate, why they're both against owning crypto,…

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

    · 25 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga,…

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

    · 1 h 03 min

    On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work and the kind of…

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

    · 23 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and…

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

    · 49 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is…

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

    · 28 min

    In this episode of The Weekly Wrap, Steve Eisman discusses silver’s collapse and forced liquidations, crypto's plunge, and the obliteration of software stocks. He also recommends two stocks (Charter & Meritage) and…

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

    · 52 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s market system.…

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

    · 26 min

    In this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcare, the explosive…

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

    · 1 h 01 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard…

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

    · 21 min

    In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new…

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

    · 58 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns.…

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

    · 27 min

    In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but…

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

    · 1 h 20 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and…

  32. 5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap

    · 27 min

    In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market…

  33. 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

    · 1 h 07 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of…

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

    · 43 min

    Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman continues…

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

    · 31 min

    Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. In this special 2025 Year-End edition of The Weekly Wrap, Steve…

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

    · 44 min

    Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman discusses a…

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

    · 24 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week,…

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

    · 47 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the…

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

    · 22 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the latest in the market, including the recent rally and why the Fed's rate "tinkering" doesn't matter in the long run. He also discusses the housing…

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

    · 1 h 14 min

    On this episode of The Real Eisman Playbook, Steve Eisman speaks at Case Western Reserve University in Cleveland, Ohio. He breaks down exactly what happened with the financial crisis in 2008, how it was portrayed in…

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

    · 24 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael…

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

    · 50 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Amy Butte, the Chief Financial Officer at Navan. Amy was also the CFO of the New York Stock Exchange when it went public in the early 2000s. We…

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

    · 24 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from…

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

    · 1 h 02 min

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Regina Brooks (Serendipity Literary Agency), Jennifer Weis (The Weis Agency), and Anthony Ziccardi (Post Hill Press) to discuss the ever-changing…

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

    · 19 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle,…

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

    · 1 h 02 min · Episode 33

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in…

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

    · 28 min · Episode 33

    On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit…

  48. Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook

    · 49 min · Episode 32

    On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of…

  49. The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

    · 22 min

    On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade…

  50. Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook

    · 54 min · Episode 32

    On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time,…

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