/The Real Eisman Playbook

The Real Eisman Playbook

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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Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Dec 12, 2025·—

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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...

Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37

Dec 8, 2025·—

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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...

The Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly Wrap

Dec 5, 2025·—

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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...

Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36

Dec 1, 2025·—

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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...

Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap

Nov 28, 2025·—

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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...

Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35

Nov 24, 2025·—

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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...

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

Nov 21, 2025·—

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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...

Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34

Nov 17, 2025·—

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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...

The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap

Nov 14, 2025·—

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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...

The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33

Nov 10, 2025·—

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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...

Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap

Nov 8, 2025·—

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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...

Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook

Nov 3, 2025·—

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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 AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

Oct 31, 2025·—

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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...

Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook

Oct 27, 2025·—

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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...

Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI

Oct 26, 2025·—

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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...

The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap

Oct 24, 2025·—

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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...

The Next Revolution: AI, Advertising, and the Collapse of Old Media

Oct 20, 2025·—

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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...

The Bank Stock Rout: Separating Facts From Fiction | The Weekly Wrap

Oct 17, 2025·—

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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...

Inside America’s Economic Divide: AI, Tariffs, & The Fed | The Real Eisman Playbook Episode 29

Oct 13, 2025·—

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On this episode of The Real Eisman Playbook, Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its...

AI’s Real Life Impact: Inside the Human Cost of the Tech Boom | The Weekly Wrap

Oct 10, 2025·—

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On this episode of The Weekly Wrap, Steve Eisman takes mailbag questions from viewers regarding the impact of AI on real life workers, the state of the housing market, CFA exams, and more. He also discusses recent...

Inside the AI Chip War: From Nvidia’s Dominance to Intel’s Turmoil | The Real Eisman Playbook Ep 28

Oct 6, 2025·—

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On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline, Broadcom’s custom...

U.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly Wrap

Oct 3, 2025·—

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In this episode of The Weekly Wrap, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research. They discuss why U.S. consumers are struggling. From rising auto loan delinquencies to ballooning credit card debt...

The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27

Sep 29, 2025·—

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On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy...

The Wild West of Crypto: Chaos, Shenanigans, & The AI Revolution | The Friday Market Wrap!

Sep 26, 2025·—

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In this episode of The Weekly Wrap, Steve Eisman dives into the wild world of crypto. He discusses the recent market chaos and shenanigans, the rise of the AI revolution, and much more. He also answers a couple of...

Breaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26

Sep 22, 2025·—

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In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH...