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.
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Episodes
Mentioned books
19 snips
Aug 25, 2025 • 1h 2min
Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22
Itay Michaeli, a senior auto analyst at TD Cowen, shares insights on Tesla's recent struggles with declining earnings and the challenges posed by competitors like Waymo and Chinese automakers. They dive into the political impact on EV sales in the U.S. and explore the future of autonomous vehicles, discussing market dynamics and technological advancements. Michaeli also highlights other notable companies in the auto sector and reflects on Tesla's valuation, indicating a strong yet competitive landscape ahead.
10 snips
Aug 22, 2025 • 15min
Powell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap!
Dive into the retail landscape where giants like Amazon and Costco thrive while Target and Macy's struggle. Hear insights on Fed Chair Powell's cryptic speech and its impact on market sentiments. Discover the shift from brick-and-mortar dominance to the e-commerce revolution, reshaping consumer behavior. Finally, get the scoop on recent earnings from big players and the challenges lingering in the housing market. This is a lively exploration of today's financial dynamics!
18 snips
Aug 18, 2025 • 56min
Industrial Sector Explained: Data Center Growth & Rise of Vertiv | The Real Eisman Playbook Ep. 21
Steve Tusa, an industrial analyst at JP Morgan, dives deep into the bustling industrial sector. He discusses the explosive growth of data centers and the innovative technologies enabling them. Tusa shares insights on the rise of Vertiv and its impact on the market. The contrasting fortunes of Honeywell and GE raise questions about strategic direction in a changing landscape. He also highlights the importance of adaptability and the potential of new energy solutions like modular nuclear reactors, all while navigating the complexities of industrial stock growth.
16 snips
Aug 16, 2025 • 25min
The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!
Explore an unprecedented U.S. agreement impacting Nvidia and AMD's AI chip sales in China, raising questions about foreign policy and economic interests. Discover China's frustrations with chip restrictions and issues of potential espionage. Dive into market shifts with highlights on corporate earnings from Cisco and Circle. Analyze emerging trends in the AI landscape and the expected changes in investments. Plus, get a sneak peek at upcoming discussions, including insights from industry experts!
34 snips
Aug 11, 2025 • 60min
Steve Eisman Shares the Real Story Behind Predicting the 2008 Crash
Melissa Lee, a seasoned CNBC anchor, interviews Steve Eisman, renowned for his predictions surrounding the 2008 financial crisis. They dive into the current state of the U.S. market, discussing trade dynamics and economic uncertainties. Eisman reflects on his early career and the impact of The Big Short, sharing personal insights into the ethical decline during the subprime mortgage crisis. He also highlights warning signs of upcoming financial challenges while stressing the importance of regulation in crisis prevention. Plus, they explore the nuances of national deficits and the U.S. dollar's position.
10 snips
Aug 8, 2025 • 19min
Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!
Explore the impact of Trump's aggressive tariff strategy and how it reverberates through key industries like tech and pharma. Apple is making waves with a staggering $600 billion investment in the U.S., but skepticism lingers around its long-term effects. Palantir's growth is highlighted amidst a backdrop of challenges in government contracts. The show also dives into the mixed performances of companies reacting to market changes and the broader implications of AI's disruption in the tech sector.
9 snips
Aug 4, 2025 • 51min
Venture Capital Revealed: Behind the Schemes They Haven’t Told You
Stu Ellman, Co-founder of RRE Ventures, shares insights on the evolving landscape of venture capital since 1994. He discusses the rise and fall of tech valuations, revealing the impact of the 2008 financial crisis and the emergence of 'zombie unicorns'. They explore the necessity for resilience in navigating market cycles and reflect on the transformative challenges post-COVID, including how AI and asset tokenization are reshaping investment strategies. This inside look highlights the critical need for adaptability in today's fast-paced venture ecosystem.
9 snips
Aug 2, 2025 • 23min
How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!
Explore the tumultuous landscape of U.S. tariffs and their impact on global trade. Discover major mergers, like Union Pacific's acquisition spree and Palo Alto Networks' cybersecurity deal. Dive into the mixed earnings reports from tech giants and others, revealing the challenges and potential growth areas. Gain valuable investment insights focused on portfolio management in light of recent market dynamics. Stay tuned for a sneak peek into venture capital trends and how they might influence the future.
13 snips
Jul 28, 2025 • 1h 2min
The Secrets of the Short Seller Part 2: The Blueprint for Strategy & Survival
Brad Safalow, a seasoned short seller and founder of PAA Research, dives deep into the world of short selling and its intricate market dynamics. He shares valuable insights on identifying short opportunities, highlighting specific cases like Freshpet and Trupanion, and the emotional hurdles faced in the process. The discussion sheds light on risk management and strategic analysis, providing a blueprint for navigating the challenges of short selling in today's market. Safalow's expertise offers a fascinating glimpse into the complexities of this investment strategy.
9 snips
Jul 26, 2025 • 24min
Meme Stock Resurgence: Warning Signs or Just Noise? - The Friday Market Wrap!
Dive into the latest market trends as the episode explores key earnings reports from the wireless and cable industries. Discover how homebuilders are navigating economic challenges while tech giants grapple with market performance. The spotlight shifts to the fascinating resurgence of meme stocks, revealing their dynamics and risks in the current market landscape. Personal insights and future plans round out the discussion, emphasizing the importance of financial literacy for listeners.
