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
28 snips
Sep 15, 2025 • 48min
Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25
Rob Kaplan, Vice Chairman of Goldman Sachs and former president of the Dallas Fed, dives into the tensions between President Trump and the Fed, shedding light on monetary policy challenges. He discusses the impact of tariffs on industries and the significance of adapting investment banking strategies. Kaplan shares his experiences leading the Dallas Fed and presents the contrasting leadership styles of former Fed chairs Yellen and Powell. Plus, insights on navigating mergers and acquisitions, along with Goldman Sachs' cultural renaissance, make for a captivating listen.
12 snips
Sep 12, 2025 • 24min
Oracle’s Massive AI Forecast, Hot IPOs Explained | The Friday Market Wrap!
Dive into the latest on Oracle’s impressive earnings and their ambitious AI forecasts. Explore the highs and lows of the IPO market, with a spotlight on Klarna's buy now, pay later model. Unpack the volatility surrounding overvalued tech stocks and compare it to past market phenomena like GameStop. Finally, delve into the concepts of portfolio risk and beta in investment decision-making, while preparing for the new wave of financial literacy content to boost your market savvy.
47 snips
Sep 8, 2025 • 1h 8min
Steve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24
Dive into financial literacy with insights on long-term vs. short-term investing strategies. Discover the pitfalls of short selling and the concept of 'thesis creep.' Learn how to value stocks across different sectors and understand the importance of the yield curve. Explore how interest rates impact market dynamics and investor sentiment. This masterclass equips you with essential tools to navigate the complex investing landscape confidently.
8 snips
Sep 5, 2025 • 15min
Google Wins Antitrust Case, Is AI The Next Bubble? | The Friday Market Wrap!
Steve Eisman discusses the recent Google antitrust ruling that spares the tech giant from hefty penalties. He delves into the implications of Apple’s urgent call for an AI strategy and Kraft Heinz splitting into two companies. The conversation shifts to the booming AI investment landscape, drawing parallels to the late 90s internet surge, while examining the risks involved. The financial health of major companies like Salesforce and Broadcom also comes under scrutiny, presenting a dynamic picture of current market trends.
31 snips
Sep 1, 2025 • 44min
Steve Eisman Answers YOUR Investing Questions | The Real Eisman Playbook Episode 23
Steve dives into the complexities of the Federal Reserve and shares tips on selecting stocks wisely. He emphasizes recovering from financial setbacks with rational strategies, focusing on index investing in the S&P 500 and NASDAQ. Listeners learn about the evolution of bank regulations and European trade agreements, all while underscoring the power of narratives in investment. Plus, the importance of balance sheets is highlighted, with personal stories that reveal the journey towards achieving work-life balance in the investing world.
29 snips
Aug 30, 2025 • 34min
Trump vs The Fed, U.S. Takes 10% Stake in Intel, Cracker Barrel Cracks | The Friday Market Wrap!
Dive into the latest clash between Trump and the Fed, exploring the legal chaos of a Federal Reserve governor's firing. Discover Intel's significant 10% stake deal with the U.S. and its implications for industrial policy. Analyze the rollercoaster of the stock market and Cracker Barrel's logo controversy. Get insights into Tesla's recent sales decline and its competition challenges, while contrasting its approach to autonomous vehicles with Waymo's multifaceted strategy. It's a mixed bag of market drama and tech dilemmas!
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!
