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
24 snips
Jan 19, 2026 • 58min
Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42
Gary Marcus, a cognitive scientist and AI researcher, dives into the challenges facing AI today, particularly with large language models (LLMs). He critiques LLMs for their limitations, emphasizing diminishing returns in performance. Marcus discusses the phenomenon of AI hallucinations, where models confidently generate false information, and highlights the risks involved. He advocates for integrating symbolic components into AI systems to improve reliability and calls for a shift towards diverse foundational research in the AI community.
45 snips
Jan 16, 2026 • 27min
Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap
Dive into the interconnected world of market themes as they link 2025 and 2026. Discover why bank earnings serve as a vital indicator of economic health, even as many banks see stock drops despite strong reports. Steve explores the DOJ investigation into Jerome Powell and its implications for Fed independence. Housing affordability is on the agenda, with insights on zoning challenges and tech's impact on wealth distribution. Together, these topics reveal the complex landscape of finance and the shifting economic tides.
53 snips
Jan 12, 2026 • 1h 20min
The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41
Warris Bokhari, physician and founder of Claimable, dives into the U.S. healthcare crisis, spotlighting the staggering rates of insurance denials and the detrimental impact on patients. He discusses how his company leverages AI to assist with appeals, revealing that under 1% of patients challenge their denials. Warris also shares poignant stories of individuals harmed by delayed care and explores potential solutions, including breaking up monopolies and embracing transparent pricing models.
44 snips
Jan 9, 2026 • 27min
5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
Steve Eisman explores five essential market themes shaping 2026. He reveals how technology's dominance in the S&P 500 is altering investment dynamics. Consumer sectors are losing their significance, and the impact of passive investing is raising concerns about price discovery. The discussion touches on Venezuela's political landscape and its minimal effect on markets. In the mailbag, Eisman tackles PayPal's recent struggles, labeling it a potential value trap. Tune in for insights that could reshape your investment strategy!
40 snips
Jan 5, 2026 • 1h 7min
2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
Dan Ives, a savvy technology sector analyst from Wedbush Securities, joins Chris Verrone, a market strategist at Strategas, for a deep dive into economic predictions. They tackle pressing issues like AI monetization timelines and the current struggles of the housing market. Tesla’s uncertain future is debated, with Ives likening Musk's leadership to a wartime CEO. The conversation also touches on financial sector dynamics and healthcare's potential rebound, weaving a narrative that looks ahead to 2026’s economic landscape.
29 snips
Dec 23, 2025 • 43min
Steve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39
Steve Eisman dives deep into the 2008 Financial Crisis, revealing how excessive leverage and subprime exposure made the collapse inevitable. He explains the mechanics of credit default swaps and their role in creating systemic risk. The discussion spans the timeline of major events, from Bear Stearns to AIG's bailout. Eisman critiques the lack of accountability for Wall Street executives and reflects on the lessons learned from the recent Silicon Valley Bank failure. He also explores the future of banking amid increasing consolidation and regulatory changes.
57 snips
Dec 19, 2025 • 31min
Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap
In this year-end analysis, key themes shaping the market are explored. The K-shaped economy reveals stark disparities in stock performance despite overall gains. A debate on whether AI is a true revolution or just a bubble raises concerns about scaling challenges. The hidden risks of escalating private credit draw attention, while the affordability crisis highlights supply constraints in housing. Each of the S&P sectors showcases varied performances, shaped by these overarching market dynamics.
63 snips
Dec 16, 2025 • 44min
Steve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38
Dive into the complexities of the 2008 financial crisis as Steve Eisman explains the crucial role of leverage in banking profitability. He breaks down four key causes and examines the risks posed by risk-weighted assets. Discover how securitization played a pivotal role in subprime mortgage growth, and learn about loosening underwriting standards amidst rising home prices. Eisman also shares insights from his research that led him to short subprime securities, setting the stage for a market unraveling.
47 snips
Dec 12, 2025 • 24min
Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap
Steve Eisman dives into the intense Netflix and Paramount showdown for Warner Bros Discovery, raising doubts about Netflix's $83 billion offer. He analyzes Oracle's stock plunge and the rising concerns around AI, questioning the sustainability of large language models. Updates on the housing market reveal weakening earnings, while Eisman critiques corporate governance and compensation at Warner Bros. With insights into the economic implications of AI spending and productivity gains in engineering, this discussion is packed with financial savvy.
39 snips
Dec 8, 2025 • 47min
Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37
Nigel Coe, an equity analyst from Wolfe Research specializing in the industrial sector, joins to discuss fascinating trends in AI stocks and industrial automation. He highlights the resurgence of gas turbines fueled by rising power demand from data centers and EVs. Coe also addresses the impact of power constraints on data-center locations and shares insights on GE Vernova's turnaround. With insights into HVAC demand drop and the shifting landscape of U.S. manufacturing, Coe provides strategic focus areas for investors looking ahead.
