The Real Eisman Playbook
137 episodes — Page 1 of 3
Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71
The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap
AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap
Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap
Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64
Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap
The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap
Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62
The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
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. 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/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited 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
Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
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. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices