The Real Eisman Playbook

Steve Eisman
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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. 8 H FA

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

    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. 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 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

    23 min

  2. 4 GG FA

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

    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. 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 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

    49 min

  3. 6 FEB

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

    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. 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/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

    28 min

  4. 2 FEB

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

    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. 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 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. 30 GEN

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

    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. 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/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

    26 min

  6. 26 GEN

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

    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. 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 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 h 1 min

  7. 23 GEN

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

    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. 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/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 Listeners get priority access to Masterworks at https://www.Masterworks.art/real Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index. Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is not a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation.Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21 min

  8. 19 GEN

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

    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. 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 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

    58 min
Elenco completo (73)

Presentatori e ospiti

Descrizione

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.

Informazioni

  • Creatore
    Steve Eisman
  • Anni di attività
    2025 - 2026
  • Puntate
    73
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    Copyright ©2025 Steve Eisman
  • Sito web del podcast
    The Real Eisman Playbook

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