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

19 oktober 2026 · 43 min
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Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and now host of the On The Tape podcast, for a wide-ranging conversation covering the AI trade, the deficit, private equity’s monetization problem, and why Danny sees uncomfortable parallels between today’s AI debt issuance and the warehouse lines that fueled the subprime mortgage crisis.

00:00 - Intro

02:00 - On The Tape

04:55 - The Fed, Scott Bessent, & the Housing Market

10:38 - The AI Story

22:43 - Private Equity

28:14 - Transitioning to Media

35:13 - The Debt & the Deficit

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to b…
Market Cracks Under AI Debt Burden | The Weekly Wrap

16 oktober 2026 · 25 min
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On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and opportunities surrounding AI, from rising debt at AI data center companies to concerns about the future of the AI boom. He also breaks down the latest bank earnings and the impact of agentic AI on financial institutions.

00:00 - Intro

02:21 - War in Iran Updates

02:50 - The Telepocalypse

04:47 - CoreWeave & Something of a Tech Correction

06:48 - Bad News in France

08:09 - Impact of Agentic AI on Financial Institutions

12:10 - Earnings Season Began with the Banks

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount origina…
Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79

12 oktober 2026 · 50 min
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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 predictions of human extinction. They examine whether these companies are amplifying doomsday narratives to attract investment and shape regulation in their favor. Lees meer

00:00 - Intro

01:10 - The AI Doomsday Narrative

17:30 - Anthropic & OpenAI's Motivations

20:48 - Recent Changes

26:32 - Hacking Scandals

34:40 - Are Anthropic & OpenAI Manufacturing Hysteria?

36:11 - Gary's Speech at the UN

43:40 - Closing Thoughts

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2026 S…
Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap

9 oktober 2026 · 26 min
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On this episode of The Weekly Wrap, Steve Eisman delivers a comprehensive Q3 2026 market breakdown. He discusses why energy was the best performing sector, why utilities got crushed, and why the SAASpocalypse narrative flipped. Steve also acknowledges that over 65% of the S&P 500 is now a single bet on AI and closes with updates on FICO and Glass House Brands.

00:00 - Intro

01:53 - War in Iran, Interest Rates, & Oil Prices

02:38 - Snapshot of the Economy & Key Weaknesses Emerging

04:27 - An Analysis of the Third Quarter

18:06 - Why I Covered FICO & Sold Glass House Brands

19:02 - Mailbag: Diversifying Away From AI

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for …
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78

5 oktober 2026 · 51 min
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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 of AI debt issuance crowding out Treasuries, war-driven oil prices, the massive deficit, and Kevin Warsh's deliberate withdrawal of the forward guidance guardrails that previous Fed chairs used. They also discuss Scott Bessent's bond buyback program and close with a fun ranking of Fed chairs. Lees meer

00:00 - Intro

00:42 - Why Were Rates Raised?

03:31 - Kevin Warsh’s Changes

11:43 - The 10-Year Yield

15:20 - Forward Guidance

22:41 - Scott Bessent

29:43 - Rates, AI, & Strains on the Economy

34:27 - Rating Fed Chairmen

44:35 - Outro

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This co…
Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap

2 oktober 2026 · 27 min
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On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke. Steve then delivers a deep dive into private equity's overexposure to software buyouts, why the SAASpocalypse has cut valuations by 50% or more, and why the refinancing wall coming in 2027 will likely wipe out equity in many of these deals. He closes with three mailbag questions covering oil-driven inflation, AI regulation, and how the Moody's securitization database gave him the confidence to short subprime paper back in 2006.

00:00 - Intro

01:59 - Iran War Updates

02:28 - More Negative News For FICO

04:20 - Analysis of Private Equity & Private Credit's Exposure to Software

18:14 - Mailbag: Raising Rates

19:48 - Mailbag: AI Regulation

20:43 - Mailbag: MBS

22:51 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors.…
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

28 september 2026 · 46 min
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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. Sam explains why he believes we are still very early in AI adoption, with roughly 90% of users stuck at the basic prompt stage and very few having progressed to skills files or AI agents. Lees meer

00:00 - Intro & Sam’s Background

03:35 - What Cisco Does

05:58 - Cisco Revenue Growth & What’s Changed

12:40 - How AI Factors In

14:18 - Cisco vs Arista

16:04 - The Negativity Surrounding the AI Story

29:16 - Data Center Pushback

34:24 - What Sam Brought to Cisco

36:43 - Last Word on Cisco & the Sector

40:22 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a …
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

25 september 2026 · 28 min
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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 breaching 5.1%, Paramount being cleared for takeoff with WB, troubling news from Oracle & Blue Owl, Meta's Muse agentic AI agent, and much more.

00:00 - Intro

02:42 - War in Iran, Oil Prices, & Interest Rates

03:43 - Troubling News From Oracle & Blue Owl

04:29 - Paramount Cleared For Take Off

05:40 - Softbank Junk Borrowing

06:23 - AI Circular Financing

20:00 - Meta's Muse

22:46 - Mailbag: Shorting Against the Box

24:30 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can af…
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

21 september 2026 · 51 min
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On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack newsletter writer, for a wide-ranging conversation covering Scott Bessent's attempt to repress interest rates, the yen carry trade, the Tesla/SpaceX struggles, and much more.

00:00 - Intro

01:18 - Scott Bessent & Interest Rates

13:00 - The AI Ecosystem

21:35 - The Dollar Yen Trade

30:57 - The Current Investing Environment

36:33 - Tesla & SpaceX

46:14 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2026 Steve Eisman
Learn more about your…
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

18 september 2026 · 25 min
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On this episode of The Weekly Wrap, Steve Eisman explains why the recent extinction warnings from Dario Amodei and Sam Altman are not genuine concerns about superintelligence, but rather a deliberate shell game designed to invite government regulation and create pricing moats. Steve also covers the Fed raising rates 25 basis points to a range of 3.75%-4%, the Senate blocking the Clarity Act, an update on his FICO short, and answers two mailbags on how individual investors can diversify away from AI exposure without abandoning equities.

00:00 - Intro

01:55 - Iran War Updates

02:14 - Fed Raises Rates

04:47 - FICO Short Update

07:08 - Crypto Takes a Hit

07:53 - The AI Extinction Warnings

15:36 - Mailbag: P&C Insurance

19:36 - Mailbag: Growth in Europe

21:03 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to se…
The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

14 september 2026 · 53 min
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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 buyback program, the OpenAI risk, gold, and more. They also pull back the curtain on the mechanics of modern hedge fund shorting and share two live short ideas. Lees meer

00:00 - Intro

00:50 - Scott Bessent & the Treasury

12:57 - AI

21:55 - Shorting

38:10 - Golar & Glass House

45:21 - Last Words

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2026 Steve Eisman
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AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

11 september 2026 · 25 min
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On this episode of The Weekly Wrap, Steve Eisman breaks down the ten-year yield breaching 4.9%, the recent AI doomsday fears, OpenAI's surprise price cut on its latest model, Oracle's strong 30% revenue growth, Tesla's disappointing robotaxi event that sent the stock down 6%, and much more!

00:00 - Intro

02:51 - Iran War Updates

03:33 - Scott Bessent

06:59 - Will AI Destroy Us All?

08:57 - Tesla's Robotaxi Announcement Disappoints

10:22 - The Ed Zitron Interview

13:14 - OpenAI Cuts Their Prices

14:40 - Qualcomm & Amazon Make an Arrangement

16:16 - Oracle Reports

17:15 - Bill Pulte Goes After FICO Again

17:56 - Macy's & GameStop Report

19:28 - Mailbag: Gold

20:58 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only inves…
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

7 september 2026 · 47 min
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On episode 74 of The Real Eisman Playbook, Steve Eisman sits down with Ryan Tunis, property and casualty insurance analyst at Cantor, for a comprehensive deep dive into personal lines, commercial lines, reinsurance, and insurance brokers. Ryan explains why he's cautious on personal lines as new driver assistance technology drives down accident rates and pricing, why the commercial lines market is entering a soft cycle that favors travelers over Chubb, and why AIG is the most interesting self-help story in the group trading near book value.

00:00 - Intro

01:54 - Parts & Dynamics of the P&C Sector

12:35 - Personal Lines

16:33 - Commercial Lines

30:31 - Reinsurance

32:32 - Insurance Brokers & AI Risk

36:10 - Trupanian

38:28 - Kinsale

41:30 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the r…
Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

4 september 2026 · 26 min
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On this episode of The Weekly Wrap, Steve Eisman breaks down the economy’s growing dependence on AI spending. He explains why OpenAI could be the Achilles’ heel of the AI trade, and what its potential failure could mean for the broader economy. Plus, Steve discusses Meta’s latest settlement, where investors could find safety, and more.

00:00 - Intro

02:53 - War, Oil, & Interest Rate News

03:48 - The Dystopian AI Ending, CapEx, & OpenAI

16:41 - Nvidia

18:33 - OpenAI's ARR

19:38 - Meta

22:22 - Book Recommendations

22:56 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:

🌐 https://linktr.ee/realeismanplaybook

→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposite…
The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73

17 augustus 2026 · 45 min
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On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Trennert & Chris Verrone from Strategas for a wide-ranging mid-year reality check on a tumultuous 2026. They cover the AI capex debate, the war in Iran, private equity's monetization problem, and why the market has proven far more resilient than most expected.

00:00 - Intro

01:37 - The Year So Far

09:06 - The Fed, Leadership, & Private Equity

13:58 - The War in Iran, Oil, & China

16:55 - AI, Software, Meta, Amazon, & Microsoft

29:22 - Banks

31:43 - Europe

35:57 - Defensive Sectors

38:48 - Closing Thoughts

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain…
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

14 augustus 2026 · 30 min
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On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facing the AI boom, with a focus on Anthropic and OpenAI and their growing importance to the hyperscalers. He also discusses investing in uncertain markets, the battle between upstarts and established businesses, the future of software, and why he thinks Bitcoin has lost its edge.

00:00 - Intro

03:13 - Iran War Updates

03:57 - Investing Now in Uncertain Times

05:35 - AI Check In

10:25 - Timing is Everything

11:25 - Software Check In

12:05 - Earnings: CoreWeave, Cisco

13:43 - Entrenched Businesses vs Upstarts

24:58 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and…
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

10 augustus 2026 · 51 min
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On episode 72 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Schorr of Evercore and Ken Worthington of JP Morgan for a sweeping deep dive into the ticking time bomb in private credit software loans, agentic AI's impact on retail brokers, crypto use cases and Bitcoin's fading relevance, and a summary of bank earnings.

00:00 - Intro

03:12 - Retail Brokers, Cash, Agentic AI, & Banks

15:00 - Private Equity & Private Credit

28:15 - Crypto

36:06 - Stablecoins

42:21 - The Big Banks Reported

44:59 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2026 Steve Eisman
Lear…
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

7 augustus 2026 · 21 min
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On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spending on free cash flow, and why Meta continues to struggle while Palantir, Microsoft, and Amazon tell a different story. He also examines the collapse of the Situational Awareness hedge fund, private credit, and the biggest earnings reports of the week. Plus, Steve shares his personal TV recommendations.

My full list of TV show recommendations: https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing

00:00 - Intro

02:36 - Iran War Updates

02:28 - The Demise of the Situational Awareness Hedge Fund

06:35 - Capex & Free Cash Flow

07:35 - Private Credit

08:13 - Palantir

09:55 - Apollo

10:30 - Caterpillar

10:56 - SpaceX

13:05 - Lilly & Novo

13:30 - Arista

14:31 - AMD

14:50 - Disney

15:16 - TV Recommendations

16:51 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in…
250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71

3 augustus 2026 · 52 min
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On episode 71 of The Real Eisman Playbook, Steve Eisman sits down with Adrian Wooldridge, journalist and co-author of Capitalism in America with Alan Greenspan, to mark the 250th anniversary of American independence with a sweeping tour of U.S. economic history, from the Hamilton vs. Jefferson debate that shaped the country's trajectory, to the causes of the Great Depression and the Great Financial Crisis.

You can purchase "Capitalism in America" here: https://www.amazon.com/Capitalism-America-History-Alan-Greenspan/dp/0735222444

00:00 - Intro

01:36 - Adrian's Background

04:58 - Writing with Alan Greenspan

07:21- The First Economic Debate of the United States

14:58 - The Impact of the Railroad & AI Parallels

22:56 - Crashes Before The Great Depression

25:58 - Robber Barons

34:26 - The Great Depression

37:56 - The Great Financial Crisis

46:00 - Major Lessons

49:16 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves…
The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap

31 juli 2026 · 27 min
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On this episode of The Weekly Wrap, Steve Eisman covers a massive earnings week headlined by Microsoft posting 30% EPS growth while Meta saw EPS fall 13%. Steve also covers results from Visa, Quanta, Bloom Energy, and Starbucks, a disappointment from Apple, a brutal week for FICO, and much more. He also takes a mailbag question about the history of the K-shaped economy.

00:00 - Intro

01:47 - I'm Selling Charter

03:41 - Iran Update

03:50 - The Fed

04:09 - The AI Debate

10:17 - Earnings: Visa, PayPal, Microsoft, Meta, Starbucks, Robinhood, & More

20:09 - Situational Awareness

21:20 - Mailbag: The K-Shaped Economy

22:57 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are un…
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

27 juli 2026 · 54 min
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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 most important question in markets right now: has the AI trade fundamentally changed, and what does that mean for the stocks that dominate most portfolios? They discuss where we stand with AI compared to where we were a year ago, how specific companies like Google & Oracle have faired, and how the political pressure surrounding data centers has factored in.

00:00 - Intro

02:11 - Where We Stand with AI Right Now

07:04 - Counterarguments Against AI

16:51 - Palantir

19:09 - Google

22:50 - Apple

24:52 - Oracle

30:16 - Winners & Losers

44:28 - Data Centers & Politics

48:40 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originall…
Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap

24 juli 2026 · 23 min
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On this episode of The Weekly Wrap, Steve Eisman covers a pivotal week in markets. Google raised its AI capex to $205 billion, posted negative free cash flow, and saw its stock fall 7%, while Tesla was also down 14.5%. Steve also covers results from GE Vernova, Lockheed Martin, Moody's, Blackstone, and ServiceNow. He closes with two mailbags: One on whether banks belong in a portfolio that's already full of AI exposure, and one explaining the mechanics of the funding short.

00:00 - Intro

02:39 - Iran War Updates

03:00 - Moonshot Launches Kimi

03:25 - SpaceX

03:35 - Domino's & the K-Shaped Economy

04:24 - Equifax

06:18 - GM

06:50 - Northrop Grumman & Lockheed Martin

07:51 - GE Vernova

09:12 - Moody's

09:58 - Google

10:54 - Tesla

11:38 - IBM

12:27 - ServiceNow

13:29 - Blackstone

14:38 - The AI Story Has Shifted

15:56 - Intel

16:13 - Mailbag: Bank Stocks

18:06 - Mailbag: Shorting a Stock

19:25 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discusse…
AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69

21 juli 2026 · 47 min
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On episode 69 of The Real Eisman Playbook, Steve Eisman sits down with Ben Callo, sustainable energy and mobility analyst at Baird, to explore what may be the most important and least understood constraint on the entire AI trade: the U.S. power grid, which needs to add roughly 30 gigawatts of new capacity per year over the next decade. Ben walks through his top picks in the space, including GE Vernova and Tesla, where the autonomous vehicle and energy storage businesses are the real long-term story despite years of Elon's unkept promises.

00:00 - Intro

01:50 - The Grid Problem

06:45 - Data Centers

10:42 - GE Vernova

14:55 - Nuclear Power

18:00 - Electronic Vehicles

24:10 - Tesla, Self-Driving Cars, & SpaceX Going Public

34:50 - Solar Power

39:53 - Back to Electronic Vehicles

46:34 - Outro

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives ar…
Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap

17 juli 2026 · 26 min
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On this episode of The Weekly Wrap, Steve Eisman breaks down a strong start to the bank earnings season, with JPMorgan, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup all reporting results that were better than feared. Steve also covers IBM's disastrous quarter, PayPal's potential sale, and reports for Netflix, Elevance, UH, and GE Aerospace. He closes with a mailbag regarding his favorite graphic novels.

00:00 - Intro

02:48 - Iran War Updates

03:04 - Circle & Stablecoin

05:55 - PayPal Might Be For Sale

06:44 - IBM's Disastrous Quarter

09:16 - Elevance, UH, GE Aerospace, & Netflix Reported

11:36 - Banks Reported

19:18 - Mailbag: Graphic Novels

22:46 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest mo…
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68

13 juli 2026 · 57 min
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On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok, Chief Economist at Apollo, to break down just how dependent the U.S. economy has become on AI. Torsten walks through the K-shaped economy in detail, explaining why the top third of American consumers are doing fine while the bottom two-thirds are under severe and growing stress. They also discuss the Fed's impossible position, why Jerome Powell is unlikely to cut rates anytime soon, and what a slowdown in AI spending would mean for an economy that has become singularly dependent on it.

00:00 - Intro

01:30 - The Health & State of the US Economy

05:45 - The Fed Are Not Going to Cut Rates

07:56 - The AI Story is Dramatically Changing

14:00 - The K-Shaped Economy

22:02 - Private Credit

30:04 - Employment, AI, & Europe

41:25 - The U.S. Deficit

48:33 - China

49:47 - The Biggest Risks in the Market

53:15 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that…
Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap

10 juli 2026 · 23 min
Afspelen

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 collapse of Circle and Nike's uninspiring quarter. He also closes with two mailbags: one on his personal investment portfolio, and one on book recommendations. Lees meer

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

00:00 - Intro

02:36 - Iran War News

02:54 - Circle & Stablecoins

03:45 - Nike Stock Stays Flat

04:29 - GDP Growth & Dependence on AI

06:22 - Diversification No Longer Exists

07:27 - AI Arguments & Measuring the Risks

14:15 - Mailbag: My Investment Portfolio

15:34 - Mailbag: Book Recommendations

19:33 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so onl…
Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

6 juli 2026 · 45 min
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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 presidential race, explains why Kevin Warsh's real agenda is shrinking the Fed's $6 trillion balance sheet rather than cutting rates, and makes the case that tariffs have quietly flipped from a market headwind to a tailwind. Lees meer

00:00 - Intro

01:40 - The Midterm Elections

12:54 - Where Are We with Tariffs?

15:27 - What's Left with Trump's Agenda?

17:47 - The Fed

23:34 - Bank Regulation

24:59 - Looking Ahead to 2028

36:22 - The Iran War

39:23 - Outro

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific invest…
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

29 juni 2026 · 50 min
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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 individual stock charts for Nvidia, Meta, Microsoft, Amazon, Google, GE Vernova, and more. He explains why Google still looks good while Meta and Microsoft are flashing warning signs. Lees meer

You can view the charts here: https://drive.google.com/drive/folders/1G0-aDYImuf8lBqicP12gLKSw3Ishz4JG?usp=drive_link

00:00 - Intro

01:00 - The Philosophy of Charts

01:42 - Semiconductors

04:12 - Software

05:34 - GE Vernova

06:31 - Amazon

07:15 - Meta

08:56 - Oracle

09:38 - Microsoft

10:35 - Google

11:20 - The Book & ETFs

27:33 - Chasing Single Themes Can Be Detrimental

30:24 - Industry Groups with an Over 15% Weight

31:47 - Broader Flows Climbing, But Not Extreme

32:38 - Cyclical vs Defensive Flows

33:20 - Contrast Between Financials & Industrials

33:50 - Healthcare

35:15 - Small-Caps

35:51 - Energy

36:30 - Consumer Discretionary

37:30 - Staples

39:32 - REITs

40:18 - Quality is Wasting Space

41:00 - Interest Rates, Gold, & Bitcoin

43:42 - Outro

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The …
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap

26 juni 2026 · 23 min
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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 hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question Lees meer

00:00 - Intro

03:50 - Iran War Updates

04:04 - Accenture's Disastrous Quarter

05:13 - Good News For GEV

05:46 - Volatility in SpaceX Stock

06:39 - Bad News For Google

07:09 - Good News For Micron

08:10 - Bad News For Nike

08:34 - Review of Second Quarter

14:55 - Thoughts on Alan Greenspan

17:00 - Mailbag: Is Europe Too Regulated?

19:08 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

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Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

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 hyperscalers are losing investor confidence. Steve also covers SpaceX's wild volatility after its IPO, Micron's jaw-dropping 1,215% earnings growth, and closes with thoughts on Alan Greenspan and a viewer mailbag question

00:00 - Intro
03:50 - Iran War Updates
04:04 - Accenture's Disastrous Quarter
05:13 - Good News For GEV
05:46 - Volatility in SpaceX Stock
06:39 - Bad News For Google
07:09 - Good News For Micron
08:10 - Bad News For Nike
08:34 - Review of Se…
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

22 juni 2026 · 1 uur 9 min
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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 across restaurants, retail, food companies, and big box stores. They also dig into why Nike is struggling to turn around, why traditional food companies like Campbell's and Kraft Heinz face structural headwinds from the protein and GLP-1 revolution, and why Ralph Lauren may be the most surprising brand success story in retail today. Lees meer

0:00:00 - Intro

0:02:08 - The Health of the Consumer: Restaurants, Retail, & More

0:13:42 - How AI Has Impacted These Companies

0:18:00 - Struggling Retail Companies

0:23:48 - Is Nike Fixable?

0:27:26 - Macy's & Department Store Troubles

0:30:12 - Restaurants: Starbucks, Chipotle, Wendy's, Olive Garden, Taco Bell, & More

0:36:10 - How GLP-1's Have Impacted Food Companies

0:41:57 - Best Buy

0:44:22 - Home Depot & Lowe's

0:48:10 - Walmart & Costco

0:50:01 - The Auto Industry: O'Reilly, Autozone, & More

0:51:22 - Energy Costs

0:52:24 - Ralph Lauren

0:56:53 - Restaurant Charts

1:01:05 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playb…
Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap

18 juni 2026 · 22 min
Afspelen

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, private credit stress, and Anthropic's setback with the U.S. government. Plus, Steve answers mailbag questions on inflation, European markets, and the legal debate surrounding addiction-based business models. Lees meer

00:00 - Intro

01:44 - Iran War Updates

02:29 - Kevin Warsh's First Fed Meeting

02:44 - SpaceX Goes Public

03:18 - Homebuilders

04:02 - Private Credit Updates

04:20 - Anthropic Gets Shut Down

06:10 - Where We Stand with AI

12:25 - Fiserv

13:40 - Fox Buys Roku

14:15 - Mailbag: Inflation

15:15 - Mailbag: Suing Addiction Models

16:25 - Mailbag: European Stocks & Bonds

18:40 - Outro

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amoun…
Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64

15 juni 2026 · 48 min
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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 sector. Tom walks through the history of private equity's entrance into life insurance, and why companies like Apollo and KKR are taking on more risk. They also dig into the sector's low valuations and why aggressive buybacks are more complicated than it seems. Lees meer

00:00 - Intro

01:59 - The Role of Private Equity in Life Insurance

05:40 - Does Private Equity Take On More Risk?

10:54 - The Role of Reinsurance

18:09 - How the Sector Has Changed

31:23 - Why Aren't Companies Buying Back Their Stock?

38:30 - Long-Term Care

48:15 - Outro

Watch our interview with Tom Gober here: https://youtu.be/a7MM0UnQ4o4

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more tha…
Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

12 juni 2026 · 25 min
Afspelen

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 investment. He also examines major developments involving Google, OpenAI, Oracle, SoftBank, Apple, private equity, and private credit, while exploring the growing role of addiction-driven business models across technology and consumer products. Lees meer

00:00 - Intro

00:58 - Why We Record on Thursdays

02:10 - The Recent Market Correction

03:55 - Google Raising $85 Billion

05:34 - SoftBank, Oracle, & Supermicro

09:19 - My Personal Portfolio

09:42 - AI Capex Spending & OpenAI Cutting Prices

11:20 - Our Deep Dive Into Citigroup

11:49 - Inflation Numbers & K-Shaped Economy Updates

12:56 - Iran War Updates

13:28 - Anthropic, OpenAI, SpaceX, & Google

14:14 - Apple's AI Strategy

15:03 - AI Addiction

18:05 - Private Equity Updates

21:30 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of …
The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63

8 juni 2026 · 58 min
Afspelen

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 explain who is winning, who is playing catch-up, and they close with the most important question in markets right now: what would actually have to happen to derail this boom? Lees meer

00:00 - Intro

02:17 - What's Happened in the Last 7 Months?

06:02 - Nvidia & GPU vs CPU

19:46 - Michael Burry's Argument

22:29 - AMD

27:50 - Intel

32:38 - Broadcom & Qualcomm

39:06 - ASML, Lam, KLA, & Other Companies

42:27 - What Could Derail the Boom?

50:24 - Power

52:27 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:

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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any s…
SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap

5 juni 2026 · 25 min
Afspelen

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, addiction lawsuits against OpenAI, Nvidia's entrance into the PC market, and why private credit redemptions are now spreading from credit funds into the broader alternatives space. He also answers a mailbag question regarding whether or not now is a good time to buy a home. Lees meer

00:00 - Intro

02:05 - Why the SpaceX Valuation is Crazy

07:30 - Anthropic's Future IPO

07:49 - OpenAI Sued & AI Addiction Concerns

09:45 - Agentic AI & Hidden Costs

12:22 - Microsoft Moves to Token-Based Pricing

12:50 - Nvidia Enters the PC Market

13:39 - Overall Market Thoughts

15:24 - Homebuilding Sector Update

17:02 - Private Credit Updates

18:24 - Earnings: Palo Alto & Broadcom

20:08 - Mailbag: Owning or Renting a Home

21:25 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropri…
Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62

1 juni 2026 · 50 min
Afspelen

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 why LLMs hallucinate, why scaling is no longer driving progress the way it used to, and why the economics of token pricing could be the thing that finally breaks the AI story. Lees meer

00:00 - Intro & The Story of AI

09:25 - Start of Gary Marcus Interview

10:15 - The Limitations of LLMs

16:24 - What is AI Good For Right Now?

22:20 - Where AI Struggles & Why LLMs Hallucinate

26:50 - The Costs of Tokens

39:38 - The $2 Trillion Spending

43:19 - Will AI Break?

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Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specif…
The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap

29 mei 2026 · 21 min
Afspelen

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. He also covers Salesforce's mixed quarter and Dell's explosive 39% revenue growth, and answers a viewer mailbag on whether Bank of America is still worth owning. Lees meer

00:00 - Intro

02:24 - Iran War Updates

02:40 - SpaceX's Record Breaking IPO

11:12 - Salesforce

12:46 - Dell

13:16 - Mailbag: Bank of America

17:09 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2025 Steve Eisman
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How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61

25 mei 2026 · 1 uur 8 min
Afspelen

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 and why defense stocks are selling off during an active war. Peter makes the case for breaking up Lockheed Martin, explains why cheap drones are beginning to challenge the F-35, and walks through the nuclear renaissance powering overlooked names like Curtis Wright and BWX Technologies. Lees meer

0:00:00 - Intro

0:01:19 - What's Happening in Defense?

0:08:44 - Real Eisman Playbook Premium Preview

0:09:49 - The Impact of the War in Iran

0:12:35 - Is the US Low on Munitions?

0:16:08 - The Pentagon's Perspective

0:18:00 - The Primes

0:22:55 - Lockheed Martin, Drones, & F-35s

0:31:50 - Which Prime Has the Best Portfolio

0:33:00 - Non-Prime Companies

0:41:16 - Why Russia Still Can't Beat Ukraine

0:44:40 - Boeing

0:52:20 - Curtis Wright & BWX Technologies

1:01:44 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trad…
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

22 mei 2026 · 21 min
Afspelen

Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ Lees meer

On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and Target to the Ten Year Treasury yield hitting 4.6%. He also covers NVIDIA's blockbuster quarter, the state of software, and closes with two mailbags: one on private credit and another on how his hedge fund actually closed the famous Big Short trades from 2008.

00:00 - Intro

01:02 - Next Week's Real Eisman Playbook Premium Preview

02:45 - Iran War Updates

03:00 - Why I Lightened Up

05:05 - NextEra Buys Dominion Energy

06:17 - Target & Walmart

07:45 - Salesforce

08:40 - Intuit

09:16 - NVIDIA

12:06 - Home Depot & Lowe's

13:30 - Toll Brothers

13:38 - Mailbag: Private Credit

17:22 - Mailbag: The Big Short

19:12 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional a…
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

18 mei 2026 · 1 uur 18 min
Afspelen

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 sits near $100 a barrel in the wake of the Iran war. Bob also explains where the opportunities are, which companies are best positioned, and why the forward curve is confusing even the most seasoned investors. They also explore the AI connection to energy demand, the UAE leaving OPEC, and much more. Lees meer

0:00:00 - Intro

0:00:55 - Bob's Background

0:01:50 - What's Happening in This Sector?

0:07:15 - Exxon, Oil Prices, & The Forward Curve

0:18:52 - UAE Dropping Out of OPEC

0:22:04 - Natural Gas

0:35:12 - Miners & Copper

0:40:32 - Lithium

0:46:10 - Analyzing the Main Groups & Companies of the Sector

0:55:14 - Drillers

1:02:00 - Which Companies Does Bob Like?

1:06:20 - EOG

1:08:40 - Back to Miners

1:10:15 - L&G

1:14:32 - Outro

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or reta…
Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap

15 mei 2026 · 22 min
Afspelen

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 rising inflation concerns, the growing risks in private credit, and key earnings reactions from companies including Cisco, Coinbase, Toast, Block, Expedia, Trade Desk and CoreWeave. Lees meer

00:00 - Intro

00:50 - Sign Up For The Real Eisman Playbook Premium

05:50 - Trump Rejects Iran's Peace Proposal

06:10 - Signs of Frothiness in the Market

08:07 - More Inflation Signs

08:42 - Ebay Rejects GameStop

09:00 - More Bad News in Private Equity

12:17 - Payments: PayPal, Fiserv, Toast, Bill, & Block

14:14 - Expedia

14:45 - The Trade Desk

15:20 - CoreWeave

15:56 - CoinBase

16:24 - Constellation

17:10 - Cisco

18:06 - Aevex

18:28 - Mailbag: FICO's Scoring Monopoly

20:00 - Outro

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

11 mei 2026 · 1 uur 14 min
Afspelen

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 investors. Kelsey breaks down how FICO raised its mortgage score pricing from 60 cents to $10 per pull and why that aggressive pricing opened the door for Vantage. They also explore the broader financial data sector and discuss how AI is reshaping the competitive landscape for every company in the group. Lees meer

00:00 - The Real Eisman Playbook Premium

02:20 - Intro

04:35 - An Overview of the FICO Situation

13:40 - Destroying a Monopoly

20:05 - FICO vs Vantage Pricing

27:42 - The Credit Bureaus

30:39 - Kelsey's Call with a Private Mortgage Lender

35:09 - Outside the Mortgage Industry

37:00 - Going Back to the Price Increase

38:06 - Monopolies vs Duopolies

40:11 - Good & Bad Business Models

45:15 - Businesses of the Credit Bureaus

49:23 - How AI Factors In

51:20 - Verisk's Business Model

54:10 - MSCI

59:03 - FactSet

1:03:25 - Summarizing the FICO Situation & Lessons Learned

1:03:32 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial produ…
S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap

8 mei 2026 · 30 min
Afspelen

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, war in Iran, and elevated valuations. Steve analyzes the latest results from companies including Palantir, AMD, Disney, Shopify, PayPal, Apollo, KKR, and Arista Networks, while also explaining why semiconductors, industrial power plays, and financials remain the market’s biggest drivers. Plus, Steve discusses Amazon’s expansion into logistics, GameStop’s surprise bid for eBay, private credit risks, and why traditional recession indicators still aren’t flashing red. Lees meer

00:00 - Intro

00:53 - The Real Eisman Playbook Premium

03:42 - Iran War Updates

04:17 - Amazon vs FedEx & UPS

04:54 - GameStop vs eBay, Why Michael Burry Just Sold Everything

05:28 - Quarter Overview & Revenue/Earnings Growth,

08:34 - The S&P 500 Hits a 20% Operating Margin

10:21 - Palantir

12:16 - Transdigm

12:53 - KKR

13:19 - Apollo & Private Credit Fears Fade

15:19 - Eaton

15:52 - Rockwell Automation

16:22 - Diamondback Energy

16:53 - PayPal

17:43 - Fiserv

18:59 - Shopify

19:50 - Arista

20:30 - AMD

21:07 - Disney

22:25 - McDonald's & Shake Shack

22:55 - Whirlpool & Zillow

23:35 - Mailbag: Is a Shiller PE of 40 a Death Sentence for the Market?

25:36 - Outro

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Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the …
Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58

4 mei 2026 · 39 min
Afspelen

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 and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up. Lees meer

Visit https://realeismanplaybook.com/ to sign up for our mailing list.

00:00 - Intro

01:08 - What Has Happened in Recent Weeks?

08:37 - Tech: Semis, Equipment, & Software

21:30 - Financials: Banks & Private Equity

26:38 - Which Sectors Are Not Working: Healthcare & Defense Stocks

29:51 - Industrials: GE Vernova, Vertiv, & More

34:30 - The Energy Sector

35:35 - Last Words: Are We in a Melt-Up?

36:35 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:

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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally d…
Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap

1 mei 2026 · 31 min
Afspelen

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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 despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran.

00:00 - Intro

02:04 - Charter

06:20 - Iran War Updates

07:50 - The Post-March Rally

10:36 - Private Credit

12:18 - Blue Owl

13:36 - Domino's Pizza

14:51 - GM

15:45 - Starbucks

16:44 - Visa

17:38 - FICO

20:13 - Bookings

20:37 - Enphase

21:30 - Google, Microsoft, Meta, Amazon

24:22 - Lilly

24:52 - Industrials: Quanta & Caterpillar

26:19 - Apple

26:44 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
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→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable t…
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57

27 april 2026 · 49 min
Afspelen

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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 firsthand look at what's going on inside one of the world's largest private credit operations. Chris breaks down why Apollo's exposure to software is among the lowest in the industry and why the private credit panic in the press tells only a small part of a much larger story.

00:00 - Sign Up For Our Mailing List!

00:41 - Intro

02:18 - What is Going On with Private Credit?

09:25 - Apollo's Exposure to Software

11:41 - Apollo's Origination Platform

20:38 - The Top 3 Platforms

25:30 - Apollo's Competitors

28:35 - Is the Industry Getting Sloppy?

31:02 - Apollo's Biggest Criticism

33:53 - Potential Credit Cycle

37:34 - Credit Funds

40:05 - Transparency & Disclosure

41:35 - Closing Thoughts

42:45 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you…
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

24 april 2026 · 34 min
Afspelen

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 question everyone is asking: is a recession on the horizon? He also flags a major development in private credit, covers the battered health insurance sector, and shares why FICO's decades-long monopoly may finally be coming to an end. He also responds to two questions from viewers. Lees meer

Sign up for our mailing list here! https://realeismanplaybook.com/

00:00 - Intro

01:57 - War in Iran Remains Opaque

02:25 - Private Credit Updates

03:30 - Airlines

03:55 - A Huge Week in Earnings

04:35 - Blackstone

05:58 - FICO

07:24 - Health Insurance

11:39 - Industrials

16:52 - Software

18:55 - Homebuilders

21:03 - Mailbag: A Government Debt Crisis

24:38 - Mailbag: The Recent AI/Software Selloff

29:55 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many invest…
Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56

20 april 2026 · 50 min
Afspelen

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 discussing which patterns have stopped working, why Bitcoin has been a seasonal disappointment, and how human psychology ultimately drives market rhythms. Lees meer

00:00 - Intro

01:35 - Story Behind The Stock Trader's Almanac

05:52 - Mid-Term Election Patterns

10:10 - Recurring Patterns

14:35 - Why Patterns Occur

23:45 - Sector Seasonality

27:02 - The January Effect

30:32 - Bitcoin

35:07 - Super Boom Pattern

40:18 - When the War Ends

43:04 - Private Credit

45:16 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or…
Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

17 april 2026 · 28 min
Afspelen

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 what it all means for investors. Plus, he answers viewer questions on private credit, regional banks, and the evolving risks tied to AI and software. Lees meer

00:00 - Intro

01:27 - Why I Don't Provide Trading Ideas

02:30 - Iran Updates

03:37 - Banks Reporting

17:26 - Mailbag: Private Credit & Regional Banks

20:17 - Mailbag: High Yield, Current Spreads, & Credit Quality

22:30 - Mailbag: AI & Software

24:16 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited…
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55

14 april 2026 · 1 uur 8 min
Afspelen

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 United States and also explores the broader geopolitical implications of the war. They also discuss the Iranian strategy, the Strait of Hormuz, NATO, and much more. Lees meer

0:00:00 - Intro

0:02:50 - What's True and What's Not True?

0:10:00 - Where We're At Right Now

0:17:14 - Iran's Strategy

0:19:14 - The Strait of Hormuz

0:23:51 - The Official Objectives of the United States

0:37:45 - Israel's Objectives

0:41:16 - NATO

0:44:38 - Implications Beyond the Middle East

0:51:09 - Uranium

0:56:29 - Implications Within the Middle East

1:01:22 - The Final Word

1:02:31 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:

🌐 https://linktr.ee/realeismanplaybook

→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposite…

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