The Real Eisman Playbook

Steve Eisman

The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.

  1. VOR 1 STD.

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

    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. 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/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

    41 Min.
  2. VOR 4 TAGEN

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

    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. 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 specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices

    53 Min.
  3. 6. MÄRZ

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

    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. 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 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

    22 Min.
  4. 2. MÄRZ

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

    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. 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 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

    52 Min.
  5. 27. FEB.

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

    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. 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 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

    27 Min.
  6. 23. FEB.

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

    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. 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 investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices

    55 Min.
  7. 20. FEB.

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

    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. 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 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

    25 Min.
  8. 16. FEB.

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

    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. More info and AI tools from Daniel here: https://daniel.guetta.com/eisman  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

    1 Std. 3 Min.

Info

The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.

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