On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housing market, Tesla's uncertainty, and much more.
0:00:00 - Intro
0:01:55 - 2025 Recap
0:07:00 - Big Concerns & AI 2.0
0:21:03 - Oracle
0:28:26 - Housing is Still Dead
0:30:54 - Tesla
0:34:38 - Financials
0:40:35 - Software's Struggles
0:43:20 - Healthcare
0:46:32 - What's Been Left For Dead?
0:51:16 - Fed Cuts
0:53:35 - Are There Too Many Players in AI?
0:59:12 - Predictions For 2026 & Crypto
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Copyright ©2025 Steve Eisman
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