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Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
13 april 2026 · 59 min
On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren't ready to buy. Lees meer
00:00 - Intro
01:16 - History of the Software Sector & Where We're At Now
16:19 - What Makes a Successful Software Company Today?
18:10 - Looking Ahead Two Years
26:43 - How Far Has Valuation Fallen?
29:34 - Stock Based Compensation
33:14 - Vertical Software Companies
37:15 - Private Equity & Private Credit
43:05 - Feedback From the Buy Side
46:00 - AI Native Strategies
50:13 - Nobody Loves Software Right Now
54:21 - 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 m…
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Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
10 april 2026 · 25 min
On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran, provides updates on private credit/private equity, and answers some mailbag questions from viewers. Lees meer
00:00 - Intro
01:21 - Iran Updates: Trump's Threat, Ceasefire, & Oil Prices
02:27 - Growth in Private Equity
04:37 - More Bad News in Private Credit
06:00 - Finally Some Good News in Private Credit
06:55 - Q1 Market Recap
18:12 - Mailbag: Private Capital
18:54 - Mailbag: Meritage Homes
20:45 - Mailbag: What If Podcasts Were Around in 2007?
22:29 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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… -
Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
6 april 2026 · 49 min
On episode 53 of The Real Eisman Playbook, Steve Eisman sits down with Steve Liesman to discuss whether private credit could become the next systemic crisis in the financial system. The conversation also explores war-driven oil shocks, uncertainty surrounding the Fed, and the resilience of the U.S. economy. Lees meer
00:00 - Intro
02:26 - Oil Prices, Tariffs, & The Resilience of the US Economy
13:36 - Everything Going on with The Fed
28:15 - The Private Credit Situation
46:09 - The K-Shaped Economy
49:14 - 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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The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap
2 april 2026 · 23 min
On this episode of The Weekly Wrap, Steve Eisman breaks down why private credit may be repeating the same mistakes Wall Street made before the Great Financial Crisis. He discusses how hidden risks and the lack of a credit cycle have created a concerning sense of confidence across the industry. He also discusses the latest with the Iran War and takes a couple of mailbag questions from viewers. Lees meer
00:00 - Intro
02:03 - Iran War Updates
04:05 - More Bad News in Private Credit
07:46 - Psychology of Hedge Funds
10:22 - The Defense of the Private Credit Industry
14:22 - Mailbag: Is GameStop a Value Stock?
16:49 - Mailbag: The Two Types of Lending Entities
19:07 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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 losi… -
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
30 maart 2026 · 44 min
On episode 52 of The Real Eisman Playbook, Steve Eisman sits down with Middle East expert Steven Cook to break down what’s really happening in the Iran war. They discuss the latest developments, the goals of the United States, how China and Russia have factored in, and where we could be heading going forward. Lees meer
00:00 - Intro
02:52 - How the War is Going
07:05 - Is Iran Willing to Negotiate?
09:17 - Fighting a War Alongside Israel & the Middle East Response
18:39 - China's Place in All of This
22:46 - What Are Trump's Goals?
28:03 - Where Do We Go Next?
29:25 - Russia's Role
32:08 - Predictions: Where Are We in Three Months?
33:40 - The Iranian Opposition
36:35 - Uranium in Iran
38:16 - 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…
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The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
27 maart 2026 · 54 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S. Lees meer
00:00 - Intro
01:21 - Iran War Updates
03:07 - More Bad News For Private Credit
05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord
07:28 - The State of the Housing Market
14:37 - Meritage Homes
20:10 - Housing Affordability
31:05 - How Meritage Differs From Bigger Companies
43:28 - Hopes For the Future of Meritage
45:22 - Outro
Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ
Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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.On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.
00:00 - Intro
01:21 - Iran War Updates
03:07 - More Bad News For Private Credit
05:00 - Introducing Our Interview with Meritage Hom… -
The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
23 maart 2026 · 59 min
On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare and Medicaid landscape, they explore why a once “safe” sector is now under pressure. Lees meer
00:00 - Intro
02:16 - The State of the Healthcare Industry: United Healthcare & Where We Are Now
21:46 - United's Fourth Quarter
27:15 - What Molina Does & Changes with Medicaid
34:34 - Alignment Health
40:14 - Why Hasn't It Worked For This Industry?
45:19 - PDMs & Why Drug Prices Are So High
51:53 - A Summary of the Sector & Predictions For the Future
54:14 - Outro
Watch our interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ
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 com…
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Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap
20 maart 2026 · 29 min
On this episode of The Weekly Wrap, Steve Eisman discusses the latest with the war in Iran, with oil prices now above $100 amid the Strait of Hormuz remaining closed. Steve also breaks down rising risks in private credit as cracks begin to form across the market. He also takes a couple of mailbag questions from viewers regarding SoFi and his recent interview with Mark Cuban. Lees meer
00:00 - Intro
00:47 - Iran War Updates
03:30 - Major Risks in the Market: AI Fears & Private Credit Issues
20:15 - Mailbag: The SoFi Problem
23:54 - Mailbag: Mark Cuban & Drug Prices in America
27:30 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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… -
Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
16 maart 2026 · 51 min
On episode 50 of The Real Eisman Playbook, Steve Eisman sits down with Mark Cuban to discuss why prescription drug prices in the U.S. remain so high and what can be done to fix the system. Cuban explains how pharmacy benefit managers (PBMs) shape drug pricing behind the scenes and why he believes the current structure is fundamentally broken. The conversation also dives into his efforts to disrupt the industry through Cost Plus Drugs and bring transparent pricing to consumers. Lees meer
00:00 - Intro
02:05 - The Problems with the Healthcare Industry
08:50 - How PBMs Actually Work
22:26 - Cost Plus Drugs
31:20 - The Impact Cost Plus Drugs Has Had in the Industry
33:40 - Cost Plus Wellness
37:53 - Hopes For Growth
40:18 - What Mark's Learned From the Mavericks and Shark Tank
42:30 - Mark's Thoughts on Today's Market
46:10 - The Message Mark Wants People To Know About Cost Plus Drugs
47:03 - 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. Derivat…
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The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
13 maart 2026 · 41 min
On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks will play out, and ponder what "winning" would actually look like. Lees meer
00:00 - Intro
01:50 - Market Uncertainty During Times of War
02:57 - Oracle
04:20 - Introducing Helima Croft
05:22 - Iran's Response
10:26 - How Long Til Europe Starts to Have a Problem
13:18 - How the US Government is Responding
19:27 - What Does "Winning" Look Like?
24:25 - Helima's Background
31:44 - Predicting How This Will Play Out
37:53 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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 … -
Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
9 maart 2026 · 53 min
On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The conversation also explores AI disruption across financial services, why certain stocks are reacting wildly to AI news, and what’s really happening in crypto markets. They also debate the future of payments, bank M&A, and much more. Lees meer
00:00 - Intro
02:27 - What's Happening in Private Equity/Private Credit
20:39 - The AI Boogeyman
28:22 - Bank M&A
34:30 - Crypto & Bitcoin
38:57 - The Payments Space
42:22 - Final Thoughts & SoFi's Warning Signal
47:15 - 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 …
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Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
6 maart 2026 · 22 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the market volatility driven by the War in Iran. He also dives into growing concerns around private credit and whether risks are starting to build beneath the surface. Plus, Steve looks at the continued crash across solar stocks and takes two mailbag questions from viewers. Lees meer
00:00 - Intro
01:43 - The Market's Response to the War in Iran
04:00 - The Bad News Continues in Private Credit
09:01 - Solar Stocks Continue To Trend Down
10:17 - Health Insurance Stocks
12:40 - MongoDB, Block
13:55 - Mailbag: Private Credit
15:15 - Mailbag: Life Insurance
18:13 - Outro
Watch my appearance on The Prof G Pod here: https://www.youtube.com/watch?v=kL7r0dRGip8
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… -
The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48
2 maart 2026 · 52 min
On episode 48 of The Real Eisman Playbook, Steve Eisman sits down with forensic accountant Tom Gober to discuss how private equity giants like Apollo, KKR, and Brookfield have taken control of millions of policyholder premiums while offloading billions in liabilities to "secret captives" in Bermuda and the Cayman Islands. If you own a life insurance policy or an annuity, we highly recommend you watch this episode. Lees meer
00:00 - Intro
01:20 - Tom's Background
04:55 - The Life Insurance Scandal Explained
09:50 - The Private Equity Takeover & Issues with Reinsurance
31:42 - Inaccurate Ratings
33:25 - Back to Leverage
37:59 - People Are Starting to Listen, Potential Issues
43:46 - Lack of Transparency
45:20 - Outro & Steve's Takeaways
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…
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Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
27 februari 2026 · 27 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private market/private credit world, AI software fears, and the latest in weekly earnings. Lastly, Steve takes a couple of mailbag questions from viewers regarding the market's response to Trump's tariffs and retail investor resources. Lees meer
00:00 - Intro
02:00 - Supreme Court Strikes Down Trump's Tariffs
04:17 - Blue Owl & Private Equity/Private Credit
10:11 - AI Fears
11:01 - Earnings: NVIDIA, Salesforce, Home Depot, Lowe's, First Solar, Circle, Warner Bros
18:19 - Mailbag: The Market's Reaction to the Supreme Court Tariff Decision
20:12 - Mailbag: Retail Investor Resources
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 o… -
George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
23 februari 2026 · 55 min
On episode 47 of The Real Eisman Playbook, Steve Eisman is joined by George Noble (Fidelity) to discuss a variety of topics. The two of them break down the gold & silver debate, why they're both against owning crypto, Tesla's recent struggles, why George is negative on tech, and much more. Lees meer
00:00 - Intro
01:10 - George's Background
06:08 - George's Elevator Pitch of the Market
08:11 - The Gold & Silver Debate
23:05 - Crypto & The Impact of Online Gambling
30:34 - Tesla's Problems
37:39 - Open Door
44:23 - Energy Stocks
48:54 - Why George is Negative on Tech
51:25 - George's Upcoming Conference
54:40 - Outro
Follow George on X: https://x.com/gnoble79
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 inve…
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Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
20 februari 2026 · 25 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes some mailbag questions from viewers. Lees meer
00:00 - Intro
01:43 - From Performance Chasing to Flight to Safety
02:39 - Private Equity/Private Credit Updates
04:06 - Warner Bros Reopens Negotiations with Paramount
04:48 - TPH Acquired
05:37 - Earnings: Software Bloodbath Continues, Payment Stocks Update, Moody's, Carvana, Walmart, Quanta
13:46 - Mailbag: Thoughts on a New Recession
16:00 - Mailbag: Underperforming Sectors in a Recession/AI Bubble Burst
19:05 - Mailbag: Issues with Life Insurance
21:01 - Mailbag: Technical Analysis
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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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… -
Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
16 februari 2026 · 1 uur 3 min
On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work and the kind of value businesses are seeing from using them. They also discuss agentic AI and address concerns Gary Marcus brought up on a previous episode of our show. Lees meer
More info and AI tools from Daniel here: https://daniel.guetta.com/eisman
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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 ©2025 Steve Eisman
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AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
13 februari 2026 · 22 min
On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond UnitedHealth. He also discusses retail investors buying the dip, dives into earnings, and answers two mailbag questions. Lees meer
00:00 - Intro
01:28 - Retail Continues To Buy Every Dip
02:30 - All is Not Well with the US Consumer
03:22 - The Weight Loss Wars
03:48 - AI Panic Expands
05:20 - Private Equity Issues Persist
06:10 - Molina's Disastrous Results
07:19 - Problems in the Software Sector Continue
09:08 - T Mobile & Verizon
09:47 - Robinhood & Coinbase
12:42 - AI Infrastructure Spending
13:38 - Mailbag: Managing a Portfolio
17:36 - Charter vs PayPal
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 seek professional advice. Remember that trading involves a r… -
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
9 februari 2026 · 49 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is already here. They also discuss the problems within the used car business, the Yen Carry Trade, private credit concerns, and much more. Lees meer
00:00 - Intro
01:34 - The Health of the US Consumer
08:35 - Is There Already a Recession?
16:02 - Problems with Carvana & the Used Car Business
20:58 - Commercial Real Estate
25:56 - The Yen Carry Trade
30:10 - FICO
33:56 - Digital Realty
37:39 - GE Vernova
39:37 - Private Credit Concerns
43:25 - The Problem with the US Consumer Today
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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, se…
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Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap
6 februari 2026 · 28 min
In this episode of The Weekly Wrap, Steve Eisman discusses silver’s collapse and forced liquidations, crypto's plunge, and the obliteration of software stocks. He also recommends two stocks (Charter & Meritage) and breaks down another week of earnings. Lees meer
00:00 - Intro
01:30 - A Personal Health Update
02:15 - Silver Collapsed
03:34 - Crypto's Decline
05:18 - The Obliteration of Software Stocks
07:22 - Charter Communications
13:13 - Meritage Homes
15:14 - Waymo & Tesla
15:42 - Earnings: Palantir, PayPal, Disney, AMD, Eli Lilly, Google, Qualcomm, & Amazon
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
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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 … -
Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44
2 februari 2026 · 52 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s market system. Trennert explains the long-term implications for investors navigating a market that no longer behaves the way it used to. Lees meer
00:00 - Intro
01:52 - Jason's Journey with Cancer
04:47 - Trump's Latest Tariff Threat
06:52 - Populism
12:04 - Crypto
13:45 - The Current Economy
16:15 - The AI Bubble (Or Non-Bubble)
18:10 - Affordability
20:51 - Trump's Credit Card Proposal
23:46 - Is the Market Expensive Or Not?
30:34 - Private Equity
36:34 - Financials
40:05 - Retail & Meme Stocks
42:55 - General Thoughts & 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 no…
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Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap
30 januari 2026 · 26 min
In this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcare, the explosive AI CapEx forecasts from Meta and Microsoft, and much more. Lees meer
00:00 - Intro
01:10 - Some Thoughts on the Market & The Surge of Silver
04:37 - Greenland & The Fed
05:41 - Procter & Gamble & McCormick Struggle
06:30 - State of the Market
07:25 - Earnings: UnitedHealthcare, Starbucks, GE Vernova, Amphenol, Meta, ServiceNow, Microsoft, Tesla, Apple
20:44 - Mailbag
22:39 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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 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 migh… -
The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43
26 januari 2026 · 1 uur 1 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard are still dominant, the collapse of Fiserv, and much more. Lees meer
00:00 - Intro
01:20 - What Are Stablecoins?
08:50 - Tether, Circle, & Potential Risks
20:33 - Consumer Payments vs Commercial Payments
28:39 - Back to Circle's Stock
30:35 - Traditional Payments: Visa & Mastercard
40:15 - Investing Outside of Visa & Mastercard
42:45 - What's Happened with Fiserv?
48:41 - PayPal, Block, Toast, & More
57:05 - 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 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 ©20…
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The “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly Wrap
23 januari 2026 · 21 min
In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new chip, regional bank earnings, housing and affordability, private equity, and the ongoing Netflix/Warner Bros saga. Lees meer
00:00 - Intro
01:40 - Trump, Tariffs, & Greenland
03:48 - AI, Michael Burry, & NVIDIA's New Chip
06:05 - Affordability Updates
08:45 - Private Equity
10:54 - Earnings: Netflix, D.R. Horton, Regional Banks,
16:28 - Mailbag
18:23 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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 commun… -
Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42
19 januari 2026 · 58 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more. Lees meer
00:00 - Intro
01:29 - Gary's Background with AI & Where We're At Currently
12:51 - AI Hallucinations
22:27 - Gemini, ChatGPT, & Diminishing Returns
26:46 - The Business Side of AI
28:39 - Where the Computer Science Community Stands
33:58 - What's Happening Internally at These Companies?
37:23 - Inference Models vs LLMs
42:54 - What AI Needs To Do Going Forward
49:51 - World Models
55:17 - 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 rec… -
Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap
16 januari 2026 · 27 min
In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell. Lees meer
00:00 - Intro
01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026
06:45 - Affordability Updates
10:20 - The DOJ's Investigation Into Chairman Powell
10:44 - Earnings: Banks
20:35 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) 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 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 reco… -
The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41
12 januari 2026 · 1 uur 20 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and profit pressures are reshaping care, often at the expense of patients. Warris also shares powerful stories from the front lines and what his company is doing to help. Lees meer
0:00:00 - Intro
0:02:40 - Warris Bokhari's Background
0:03:48 - Claimable and Breaking Down the Problems with the US Healthcare System
0:24:55 - Medicare & Medicaid
0:33:19 - ACA
0:40:56 - What Claimable Does
0:43:31 - AI Denials
0:55:54 - Breakage & Shift Left
1:01:22 - Potential Solutions
1:03:37 - How Mark Cuban Factors In
1:05:35 - Real Life Stories of the US Healthcare System's Failure
1:14:40 - Why Warris Does What He Does
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 afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than t… -
5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
9 januari 2026 · 27 min
In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors matter less than ever. He also takes a look at the impact of Index Investing and answers a mailbag question on PayPal’s collapse. Lees meer
00:00 - Intro
01:15 - Venezuela & Market Ramifications
02:00 - 5 Long-Term Structural Themes To Understand the Market
05:08 - Tech & Tech Related Stocks Dominate the Market
12:18 - Consumer Stocks, Consumers' Impact on Movement & Every Day Life
15:31 - The Impact of Index Investing
18:59 - Mailbag: PayPal's Recent Performance
22:14 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8ISubscribe 👉🏻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 afford to lose. Derivatives are un… -
2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
5 januari 2026 · 1 uur 7 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housing market, Tesla's uncertainty, and much more. Lees meer
0:00:00 - Intro
0:01:55 - 2025 Recap
0:07:00 - Big Concerns & AI 2.0
0:21:03 - Oracle
0:28:26 - Housing is Still Dead
0:30:54 - Tesla
0:34:38 - Financials
0:40:35 - Software's Struggles
0:43:20 - Healthcare
0:46:32 - What's Been Left For Dead?
0:51:16 - Fed Cuts
0:53:35 - Are There Too Many Players in AI?
0:59:12 - Predictions For 2026 & Crypto
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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 specific investment or service.Cop…
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Steve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39
23 december 2025 · 43 min
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. Lees meer
On this episode of The Real Eisman Playbook, Steve Eisman continues his masterclass on the Great Financial Crisis of 2008. Steve explains why the collapse was inevitable once Wall Street buried itself in leverage, subprime exposure, and derivatives. He also discusses what happened in the aftermath of the collapse and where we stand today.
Watch Part One Here: https://youtu.be/4bSCdJTbR8I
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1Connect 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 specific investment or service.
Copyright ©2025 Steve Eisman
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Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap
19 december 2025 · 31 min
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. Lees meer
In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four themes that defined the market: the K-shaped economy, the AI bubble debate, private credit risks, and the affordability crisis. Steve shares why the "scaling" thesis of AI reminds him of the subprime assumptions of 2008 and breaks down the performance of all 11 S&P sectors.
00:00 - Intro
01:32 - Yearly Recap
03:18 - The K-Shaped Economy
04:18 - AI Revolution or AI Bubble?
11:17 - Private Debt
13:44 - Affordability
19:08 - The 11 Sectors of the S&P
28:35 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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 afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and a… -
Steve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38
16 december 2025 · 44 min
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. Lees meer
On this episode of The Real Eisman Playbook, Steve Eisman discusses a very complicated topic: the 2008 financial crisis. In part one of this masterclass, Steve walks through how banks actually work, why risk was misunderstood, and how the warning signs were missed
00:00 - Intro
01:33 - Causes of the Financial Crisis
36:50 - Where I Come Into the Story
42:00 - 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 investment or service.Copyright ©2025 Steve Eisman
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Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap
12 december 2025 · 24 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety surrounding AI, housing updates, and more. Lees meer
00:00 - Intro
02:23 - Fed Cut Update
02:45 - Oracle's Stock Goes Down
04:37 - Housing Update
05:25 - Netflix & Paramount Battle For Warner Bros.
10:26 - Risks in the AI World
15:53 - Mailbag: Benefits For AI
21:03 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1Connect 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 specific investment or service.Copyright ©2025 Steve Eisman
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Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37
8 december 2025 · 47 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing market, GE Vernova, the AI power crisis, and much more. Lees meer
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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 ©2025 Steve Eisman
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The Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly Wrap
6 december 2025 · 22 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest in the market, including the recent rally and why the Fed's rate "tinkering" doesn't matter in the long run. He also discusses the housing affordability crisis, revealing why local supply issues are the true roadblock to building affordable homes. He also breaks down the ongoing crypto correction and the intense AI fear gripping software stocks like Salesforce. Lees meer
00:00 - Intro
00:50 - The Market Rallies Back
02:00 - A Quick Correction
02:24 - Crypto Update
03:36 - Salesforce & AI Anxiety
05:12 - The Broken Housing Market
17:19 - Mailbag: Mutual Funds vs ETFs
19:21 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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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 no… -
Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36
1 december 2025 · 1 uur 14 min
On this episode of The Real Eisman Playbook, Steve Eisman speaks at Case Western Reserve University in Cleveland, Ohio. He breaks down exactly what happened with the financial crisis in 2008, how it was portrayed in The Big Short, and takes questions regarding the current state of the market and America's K-shaped economy. Lees meer
00:00 - Intro
02:18 - How I Got To Wall Street
06:30 - The Buy Side & The Sell Side
08:26 - The Financial Crisis
21:05 - Audience Questions
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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 ©2025 Steve Eisman
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Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap
28 november 2025 · 24 min
On this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael Burry's warnings, and the emerging power crisis that could break the AI boom. Lees meer
00:00 - Intro
01:15 - The Market Rallies Back
02:03 - Dell
03:55 - Google Catches Up to OpenAI
09:30 - The Binding Constraint & How It Pertains to AI
17:26 - Mailbag
20:51 - Outro
To get 15% off your unique gifts this year, go to https://uncommongoods.com/eisman
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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.…
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Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35
24 november 2025 · 50 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Amy Butte, the Chief Financial Officer at Navan. Amy was also the CFO of the New York Stock Exchange when it went public in the early 2000s. We explore what it means and how difficult it is to take a private company public. Lees meer
00:00 - Intro
03:10 - Amy's Time as the CFO of The New York Stock Exchange
17:05 - How Navan Went Public
26:16 - What Navan Does
30:42 - What is a Road Show?
41:30 - How Young People Should Approach the Future
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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 specific investment or service.Copyright ©2025 Steve Eisman
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NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap
21 november 2025 · 24 min
On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions. Lees meer
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00:00 - Intro
01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why?
06:50 - Oracle
07:40 - Home Depot
09:13 - Lowe's
09:59 - Target
10:47 - Walmart
12:46 - Blue Owl
14:15 - Mailbag: Is the 2%/20% Fair?
16:34 - Mailbag: Identifying When a Stock Has Reached Fair Value
18:23 - Mailbag: The Indian Stock Market
19:20 - Mailbag: Progressive
20:37 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1Connect 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 unsuita… -
Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34
17 november 2025 · 1 uur 2 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Regina Brooks (Serendipity Literary Agency), Jennifer Weis (The Weis Agency), and Anthony Ziccardi (Post Hill Press) to discuss the ever-changing publishing industry. From the influence of BookTok to the increasing use of AI tools, the entire ecosystem is rapidly transforming. The four of them explore their concerns, their hopes, and what the industry might look like in the future. Lees meer
00:00 - Intro
02:27 - How the Industry Has Changed
09:52 - The Power Shifts Between Agents, Publishers, and Editors
17:52 - What Makes an Unbelievable Book & How Data Factors In
25:30 - How AI Has Changed Everything
36:35 - What We're Most Worried About & Most Excited About
46:07 - The TikTok Effect
49:44 - Distribution & The Future of Publishing
56:15 - Outro
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The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap
14 november 2025 · 19 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. Lees meer
00:00 - Intro
01:05 - Life Update
01:40 - The Government Shutdown Finally Ends
02:22 - Only 10 Companies Reported This Week
02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks
06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More
13:55 - Mailbag: Why We're in an M&A Advisory Boom
14:58 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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.On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more.
00:00 - Intro
01:05 - Life Update
01:40 - The Government Shutdown Finally Ends
02:22 - Only 10 Companies Reported This Week
02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks
06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More
13:55 - Mailbag: Why We're in an M&A Advisory Boom
14:58 - OutroWatch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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 attemp…
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The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33
10 november 2025 · 1 uur 2 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, and how investors should be thinking about this shifting landscape. Lees meer
00:00 - Intro
01:50 - What's Going On with Some of These Struggling Stocks?
10:35 - Who is Taking the Biggest Hit Right Now?
13:30 - Apollo
18:44 - CEOs
28:14 - Bank of America
33:10 - CitiBank
42:36 - Asset Management & TokenizationSubscribe 👉🏻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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Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap
9 november 2025 · 28 min
On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit bureaus, and more. Lees meer
00:00 - Intro
01:10 - A Volatile Week in the Market
02:03 - Inside the K Shaped Economy: Are We Prone For a Downturn?
05:05 - Zohran Mamdani Elected Mayor of New York
05:50 - Earnings: AI-Related Companies
14:05 - Earnings: Non AI-Related Companies
19:40 - What is Going on With FICO and the Credit Bureaus?
21:48 - How Does Money Creation/Fractional Reserve Banking Really Work?
23:27 - OutroWatch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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 …
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Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook
3 november 2025 · 49 min
On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of the market that has recently been left in the dust. They also discuss the challenges facing the industry, how policy shifts could reshape the future of weed, and much more. Lees meer
00:00 - Intro
03:45 - Glass House Brands
16:10 - Illegal Competition
18:45 - The ICE Operation at Glass House's Facility
25:33 - Returning Back to Normal Production
27:45 - How Cannabis is Regulated By the Federal Government
44:12 - How Many More Facilities Could Glass House Take On?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 specif…
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The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In
31 oktober 2025 · 22 min
On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rates again, Amazon laying off 14,000 workers, and more. Lees meer
00:00 - Intro
01:01 - The Trade Deal Between the US and China
01:31 - The Fed Cuts Rates Again
02:29 - AI Announcements
04:14 - Amazon Lays of 14,000 Workers to Invest in AI
04:29 - Earnings: Microsoft, Meta, Google, Amazon, Apple
10:42 - Non AI Earnings: Homebuilders, UnitedHealthcare, Payments, Solar, Cellular, Chipotle, Starbucks, Eli Lilly, Carvana
19:13 - OutroWatch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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 communicatio…
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Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook
27 oktober 2025 · 54 min
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time, the interesting characters around the chaos, the crash itself, and any parallels between what happened in 1929 and what's happening in America right now. Lees meer
You can purchase Andrew's book here: https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966
00:00 - Intro
02:10 - Why Andrew Wanted to Write "1929"
08:41 - Wild West Markets
16:37 - The Fascinating Characters in the Book
26:37 - The Crash of 1929
33:00 - Carter Glass & Ferdinand Pecora
39:04 - Charles Mitchell & Selling Stocks to Wives
40:55 - Theories About The Great Depression
45:50 - Parallels Between 1929 and NowSubscribe 👉🏻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 origin…
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Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI
26 oktober 2025 · 1 uur
On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead. Lees meer
00:00 - Intro
01:19 - Private Markets vs Public Markets
02:07 - Data Centers Explained
11:03 - Digital Realty & Equinix
33:51 - CoreWeave
46:25 - The Power Industry
51:20 - Fiber OperatorsSubscribe 👉🏻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
Learn more about your ad choices. Visit megaphone.fm/adchoices
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The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap
24 oktober 2025 · 22 min
On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more. Lees meer
00:00 - Intro
01:05 - Apple's New iPhone is Doing Well
01:42 - Earnings: AI Related Companies
05:06 - Earnings: Non-AI Related Companies
16:10 - A Mailbag Update
16:59 - OutroWatch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more. 00:00 - Intro 01:05 - Apple's New iPhone is Doing Well 01:42 - Earnings: AI Related Companies 05:06 - Earnings: Non-AI Related Companies 16:10 - A Mailbag Update 16:59 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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 uncertain…
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The Next Revolution: AI, Advertising, and the Collapse of Old Media
20 oktober 2025 · 1 uur
On this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and why Verizon suddenly fired its CEO. Lees meer
00:00 - Intro
01:50 - Google & Apple
12:05 - AI in Your Head
13:50 - Comcast, Charter, & The State of Cable
27:18 - Wireless: T-Mobile & Verizon
34:28 - Advertising & AI
45:15 - David Ellison & Streaming ConsolidationSubscribe 👉🏻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
Learn more abo…
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The Bank Stock Rout: Separating Facts From Fiction | The Weekly Wrap
17 oktober 2025 · 22 min
On this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce. Lees meer
00:00 - Intro
00:53 - Trump's Tariffs Battle with China
01:56 - Unpacking The Bank Stock Rout
17:26 - Mailbag: An Update on AI in the Workforce
18:08 - OutroWatch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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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