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
59 snips
Feb 27, 2026 • 27min
Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
A sharp run-through of a Supreme Court tariff ruling and its market fallout. A look at stress in private credit, raises around Blue Owl and opaque loan moves. Concerns about AI disrupting software and hitting cybersecurity and payments. Quick rundowns of big weekly earnings and a mailbag on market reactions and retail investor tools.
96 snips
Feb 23, 2026 • 55min
George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
George Noble, long-time buy-side investor and ex-Fidelity portfolio manager, shares views on gold as fiat protection and the gold vs silver debate. He explains why crypto acts like a risk asset and links its decline to gamblification. He also discusses Tesla’s slowing growth and rising risks, and why he prefers energy and stock-picking over hot tech names.
131 snips
Feb 20, 2026 • 25min
Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
Markets shifting toward safety as investors rotate out of growth and into staples. Rising concerns about private credit redemptions and duration mismatches. A fresh round of media M&A drama and strategic winners. Continued carnage in software stocks and mixed signals from earnings across payments, retailers, and infrastructure. Mailbag tackles recession risks, insurance troubles, and technical analysis checks.
83 snips
Feb 16, 2026 • 1h 3min
Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
Daniel Guetta, a Columbia Business School professor who built data and analytics programs and worked at Amazon and Palantir, breaks down how large language models function. He explains why LLMs hallucinate and how embeddings and attention work. He explores agentic AI, practical business uses like travel booking and spreadsheet agents, plus where companies capture value today.
33 snips
Feb 13, 2026 • 23min
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
Market tremors from AI spend worries ripple beyond software into brokers, wealth managers and logistics. Retail investors keep buying dips even as consumer data conflicts. A major health insurer’s poor results expose deeper structural problems in the sector. Earnings swings hit software, telcos and crypto platforms while private equity and AI infrastructure themes stir investor concern.
48 snips
Feb 9, 2026 • 49min
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
Lakshmi Ganapathi, founder of Unicus Research and forensic equity analyst focused on consumer credit and asset-backed markets. She dives into growing U.S. consumer stress and why official data can hide pain. They cover used-car market fractures, private credit’s opaque risks, the yen carry trade, and looming trouble in asset-backed and CRE markets.
53 snips
Feb 6, 2026 • 28min
Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap
A sharp recap of silver’s dramatic collapse and the mechanics of forced liquidations. A look at crypto’s plunge and why it failed as a safe haven. A dive into the brutal selloff in software stocks and contagion risks. Two stock picks with rationale: a cable operator and a homebuilder. Quick rundowns of recent earnings from major tech and pharma names.
42 snips
Feb 2, 2026 • 52min
Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44
Jason Trennert, founder and CEO of Strategas and seasoned macro strategist, joins to dissect how populism, policy and private capital have warped markets. He breaks down inflationary pressures, crypto skepticism, AI’s productivity shift, housing affordability, private equity risks, and why financials and hard assets may benefit. Short, sharp takes on tariffs, credit controls and market distortions.
59 snips
Jan 30, 2026 • 26min
Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap
A wild run in silver after China’s export limits and the resulting physical squeeze. A deep dive into UnitedHealthcare’s earnings collapse and the ripple effects on Medicare Advantage and Optum. Explosive AI capital spending forecasts from Meta and Microsoft and which companies stand to benefit. Quick takes on retail vs institutional flows, GE Vernova’s turbine role, and tech earnings shaping market narratives.
79 snips
Jan 26, 2026 • 1h 1min
The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43
Ken Suchoski, payments analyst specializing in networks, stablecoins, and fintech, joins to unpack payment rails. They define stablecoins and compare USDT vs USDC. They explore stablecoins’ best fits in B2B and cross‑border flows. They explain why Visa and Mastercard maintain dominance and survey alternatives. They review Fiserv’s dramatic collapse and post‑COVID realities for PayPal, Block, and Toast.
