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
70 snips
Oct 31, 2025 • 22min
The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In
Steve Eisman dives into the latest market shifts, highlighting a tentative US-China trade truce that fueled stocks to new highs. He unpacks the Fed's recent rate cut and its mixed market reaction. The surge in AI investments is palpable, with major players like Meta, Google, and Microsoft reporting strong earnings. Meanwhile, Amazon prepares for future AI endeavors by laying off 14,000 workers. Other sectors reveal a mix of weak homebuilder results and Eli Lilly's impressive performance in the weight-loss drug arena.
47 snips
Oct 27, 2025 • 54min
Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook
In this lively discussion, financial journalist Andrew Ross Sorkin, author of the bestselling book '1929', delves into the tumultuous Crash of 1929. He reveals the Wild West nature of the market, showcasing fascinating financiers and how their actions echo today. Sorkin explores how excessive leverage and fear of missing out ignited the crash, while drawing eerie parallels to modern financial trends like crypto trusts. With insights on historical figures and their consequences, the conversation offers a gripping look at lessons from the past.
253 snips
Oct 26, 2025 • 60min
Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI
Nick Del Deo, a digital infrastructure analyst at MoffettNathanson, joins to shed light on the booming data center industry. He explains the transition to private markets and contrasts business models of major players like Digital Realty and Equinix. The discussion dives into the impact of AI on data center economics, revealing how power constraints interplay with explosive demand. Del Deo also explores CoreWeave's rapid ascent, repurposing of crypto sites for AI, and the challenges of building infrastructure amid tight power supplies.
86 snips
Oct 24, 2025 • 22min
The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap
In this discussion, AI companies are thriving while traditional sectors struggle. Steve Eisman highlights Apple's impressive iPhone 17 sales but raises concerns over its AI direction. The podcast delves into the K-shaped economy, contrasting AI growth with mixed results in housing and homebuilding. Tesla's challenges are examined, alongside GM's unexpected success amidst rising pickup sales. Aviation is on the rise with strong demand for jet engines, while Netflix navigates market sensitivity. A compelling blend of insight awaits!
52 snips
Oct 20, 2025 • 60min
The Next Revolution: AI, Advertising, and the Collapse of Old Media
Craig Moffett, a telecom specialist from MoffettNathanson, and Michael Nathanson, an expert in media and advertising, dive deep into the collapse of cable stocks and the challenges facing traditional advertising agencies. They discuss Apple's AI shortcomings and the surge in youth unemployment due to AI disruptions. The conversation highlights the need for streaming consolidation and analyzes the shocking leadership shakeup at Verizon. With insights into the future of advertising and the implications of AI, this discussion is both timely and thought-provoking.
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!
72 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.
