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
109 snips
Oct 17, 2025 • 22min
The Bank Stock Rout: Separating Facts From Fiction | The Weekly Wrap
Dive into the chaos of the bank stock rout and discover what it really means for the financial sector. Unpack the ongoing trade war as Trump’s tariff threats create ripples in the market. Get insights on the balance between consumer and commercial credit trends, and how certain regional banks face crises due to fraudulent lending. Plus, explore the impact of AI on the workforce and hear updates on upcoming earnings reports. It’s a wild ride through finance that you won’t want to miss!
56 snips
Oct 13, 2025 • 55min
Inside America’s Economic Divide: AI, Tariffs, & The Fed | The Real Eisman Playbook Episode 29
Steve Liesman, a Senior economics reporter at CNBC, shares his insights on the current economic landscape. He discusses how AI spending may be masking weak overall growth and the challenges of youth unemployment in a tech-driven job market. Liesman also delves into the complexities of tariffs, detailing their initial shock and gradual effects on small businesses. Additionally, he reflects on the political pressure facing the Federal Reserve and shares stories from his time reporting in post-Soviet Russia.
33 snips
Oct 10, 2025 • 21min
AI’s Real Life Impact: Inside the Human Cost of the Tech Boom | The Weekly Wrap
Dive into the transformative impact of AI on real-life workers, revealing how forced adoption can hamper productivity. Hear insights on a K-shaped economy where youth unemployment remains high despite overall job growth. Learn about the housing market's current state and whether pursuing a CFA is still worth it amid advances in tech. Finally, get an update on Apple's vulnerabilities in China and the implications for investors. This episode blends financial trends with real human stories, making it a must-listen!
101 snips
Oct 6, 2025 • 1h 2min
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.
104 snips
Oct 3, 2025 • 38min
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.
32 snips
Sep 29, 2025 • 59min
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.
46 snips
Sep 26, 2025 • 27min
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!
73 snips
Sep 22, 2025 • 56min
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.
8 snips
Sep 20, 2025 • 23min
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.
42 snips
Sep 15, 2025 • 52min
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.
