The Real Eisman Playbook

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

42 snips
Nov 14, 2025
Steve Eisman discusses the end of the government shutdown and its market implications. He highlights Michael Burry's alarming AI accounting warning and shares insights on consumer struggles, particularly rising auto delinquencies. The podcast also covers earnings reports from CoreWeave and Cisco, noting Disney’s streaming growth amid legacy issues. Eisman delves into the current M&A advisory boom, providing data-driven insights. Tune in for a blend of financial analysis and market forecasts!
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ANECDOTE

Personal Health Update

  • Steve Eisman shares a personal health update about his June breast cancer diagnosis and ongoing chemotherapy.
  • He explains his thinning hair and why he has started wearing a hat during treatment.
INSIGHT

Shutdown Ends But Uncertainty Remains

  • The government shutdown ended with funding extended only through January 20, leaving short-term uncertainty.
  • Markets rallied on the news but then fell as AI and economic worries resurfaced.
INSIGHT

Auto Delinquencies Signal Consumer Stress

  • Subprime auto delinquencies rose to 6.65% in October, the highest since 1994 according to Fitch.
  • Eisman uses this as evidence that mid- to low-end U.S. consumers are under strain.
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