The Real Eisman Playbook

Steve Eisman
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69 snips
Oct 6, 2025 • 58min

Inside the AI Chip War: From Nvidia’s Dominance to Intel’s Turmoil | The Real Eisman Playbook Ep 28

In this insightful discussion, Stacy Rasgon, a Managing Director at Bernstein Research, unpacks the fierce competition in the AI chip landscape. He delves into Nvidia's impressive growth, AMD's ambitious strides, and Intel's puzzling decline. The conversation touches on the critical role of China in the semiconductor supply chain and explores the nuances between GPUs and custom chips. With a focus on real-world AI applications and the potential impact of tariffs, Stacy provides a comprehensive look at the future of the semiconductor industry.
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68 snips
Oct 3, 2025 • 35min

U.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly Wrap

Lakshmi Ganapathi, a research analyst at Unicus Research specializing in consumer credit and the auto sector, dives into the financial struggles of U.S. consumers. She reveals how pandemic-era stimulus masked underlying weaknesses, leading to rising auto loan delinquencies and surging credit card debt. Lakshmi discusses the shift toward cheaper cars, the pitfalls of Opendoor's business model, and how AI is reshaping credit access. Their conversation connects consumer stress to speculative behaviors in meme stocks, highlighting a precarious economic landscape.
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32 snips
Sep 29, 2025 • 55min

The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27

Dan Ives, a technology analyst at Wedbush Securities, explores the AI landscape and its implications for big tech. He shares insights on AI as a transformative force in the Fourth Industrial Revolution and discusses the winners and losers emerging from this shift. Ives critiques Apple's slow AI strategy and highlights the significant investment opportunities in AI-driven companies. He compares Tesla's and Waymo's approaches to autonomy, while also addressing Europe's challenges in adopting AI due to regulatory issues.
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46 snips
Sep 26, 2025 • 24min

The Wild West of Crypto: Chaos, Shenanigans, & The AI Revolution | The Friday Market Wrap!

Dive into the chaotic world of crypto, where rapid sell-offs and exchange leverage risks keep investors on their toes. Explore the rise of AI as a major tech revolution, identifying key players like NVIDIA and the energy demands of data centers. Discover the pitfalls of stablecoins and the uncertain future for private AI funding amid recession risks. Finally, get insights on recession investing strategies and the delicate balance of regulation in this Wild West of finance!
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58 snips
Sep 22, 2025 • 53min

Breaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26

In this discussion, Michael Ha, a managed care analyst at Baird, dives into the significant issues plaguing UnitedHealthcare, with special emphasis on the aftermath of CEO Brian Thompson's tragic murder. He unpacks the depth of Optum's struggles and United's aggressive coding practices that have raised industry concerns. Michael also examines the root causes of the company's crisis and questions why it has taken so long for UnitedHealthcare to address these challenges.
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8 snips
Sep 20, 2025 • 20min

Are Stablecoins the Next Big Thing? Luigi Mangione Terror Charges Dropped | The Weekly Wrap

Explore the latest with insights on the Fed's rate cut and its implications. Delve into the intriguing debate surrounding stablecoins and their potential superiority in cross-border payments. The shocking assassination of Charlie Kirk adds a layer of political tension. Tune in as Luigi Mangione's terror charge dismissal is discussed, along with listener questions that touch on valuation methods and sector analysis. It's an engaging look at the fast-paced world of finance and current events.
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42 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.
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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.
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61 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.
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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.

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