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.
Episodes
Mentioned books
25 snips
Apr 2, 2026 • 23min
The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap
A sharp take on private credit risks and why executives may be mistaking luck for skill. Discussion of opaque valuations, hidden software exposure, and how leverage and absent credit cycles mask danger. Commentary on hedge fund herding and market moves after the Iran conflict. Quick mailbag on GameStop and differences between private lending vehicles.
79 snips
Mar 30, 2026 • 44min
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
Stephen Cook, senior fellow on Middle East and African studies at the Council on Foreign Relations, provides expert analysis on Iran and regional dynamics. They unpack how the fighting is progressing and the differing strategic aims of the United States and Israel. Conversations cover China's cautious role, Russia's real-time intelligence support, and where the conflict might head in the coming months.
43 snips
Mar 27, 2026 • 54min
The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
Philippe Lord, CEO of Meritage Homes and leader in affordable entry-level single-family housing. He talks about why U.S. housing affordability has worsened. Short takes cover post-COVID demand shifts, land and labor cost drivers, regional price gaps, and Meritage’s strategy for growth and balance-sheet resilience.
29 snips
Mar 23, 2026 • 59min
The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
Michael Ha, a Baird healthcare analyst known for data-driven work on Medicare Advantage, Medicaid and PBM dynamics, joins to dissect turmoil across insurers. They dig into risk adjustment coding, Optum’s rising pains after acquisitions, Medicare Advantage rate changes, Molina’s Medicaid pressures, and why vertical integration and PBMs complicate drug pricing. Short, sharp, and sector-focused.
98 snips
Mar 20, 2026 • 29min
Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap
A sharp rundown of how the Iran war and a closed Strait of Hormuz pushed oil above $100 and rattled markets. A deep look at mounting risks in private credit, from liquidity mismatches to concentrated software loan exposure. Explanations of securitization mechanics and how funding strains could hit lenders like SoFi. Quick takes on drug pricing and industry transparency debates.
20 snips
Mar 16, 2026 • 51min
Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
Mark Cuban, entrepreneur and founder of Cost Plus Drugs and Cost Plus Wellness, explains why U.S. prescription pricing is broken. He breaks down how PBMs shape costs. He outlines his transparent cost-plus pricing model and how employers and patients can use it. He also discusses scaling, manufacturer barriers, and strategies to disrupt incumbent players.
69 snips
Mar 13, 2026 • 41min
The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
Helima Croft, global head of commodity strategy at RBC and former CIA analyst on energy and Middle East affairs, breaks down Iran's responses and the impact on oil markets. She discusses Strait of Hormuz disruptions, spare capacity limits, and a critical two-week tipping point. Short-term supply fixes and the risks of mission creep and broader regional fallout are central topics.
80 snips
Mar 9, 2026 • 53min
Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
Dwight Collins, co-head of U.S. business at Autonomous Research, covers market flow dynamics. Glenn Shorr, Evercore sell-side analyst, focuses on banks and asset managers. They debate private credit cracks and Blue Owl moves. They dissect AI risks to financial services. They unpack crypto’s retail slump, stablecoin pressures, and why payments and bank M&A matter.
93 snips
Mar 6, 2026 • 22min
Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
Market swings after strikes on Iran and surprising moves in Bitcoin and travel stocks. Deep dive into escalating problems in private credit, from fraud to redemptions and valuation hits. Breakdown of the ongoing collapse in solar stocks and why names like Sunrun and First Solar are suffering. Notes on health insurer risks, software earnings chatter, and big tech layoffs tied to AI.
76 snips
Mar 2, 2026 • 52min
The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48
Tom Gober, a forensic accountant and former state insurance examiner with decades of experience, explains how private equity firms have reshaped life insurers. He discusses offshore captives, ceded liabilities, opaque reinsurance practices, weakened oversight, and the risks hidden in ratings and affiliated investments. Short, sharp, and unsettling take on where policyholder money really ends up.
