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
15 snips
Jul 21, 2025 • 50min
The Secrets of the Short Seller: How the Pros Spot Trouble
Lakshmi Ganapathi from Unicus Research dives deep into the world of short selling, sharing expert insights on spotting potential shorts. She discusses notable case studies like Stellantis, emphasizing how management quality and market conditions influence investment decisions. The conversation covers the solar industry, with a focus on SolarEdge and Enphase, while highlighting the impacts of political changes on stock volatility. Ganapathi also warns against cult stocks, stressing the necessity for thorough research and a cautious approach in the ever-shifting market landscape.
13 snips
Jul 19, 2025 • 28min
Earnings Season Kickoff, Bank Earnings & Nvidia China Greenlight — The Friday Market Wrap!
Dive into the latest stock market moves with a spotlight on earnings season as major banks like JPMorgan and Wells Fargo report impressive performances. Discover key financial metrics integral to bank valuations and how insurance and healthcare sectors are faring. Explore General Electric's transformation and Netflix's standing in the market. Plus, hear about an evolving investment strategy that embraces optimism in the U.S. tech scene while navigating potential market risks. Personal stories about health awareness add a unique touch!
30 snips
Jul 14, 2025 • 1h 6min
Why the Market's Surging Despite the Headlines
Chris Verrone, a market strategist at Strategas, shares his insights on the unexpected resilience of the market despite turbulent headlines. He discusses the crucial role of market internals and momentum in shaping investment strategies. The conversation highlights the contrasting performances of gold and Bitcoin, offering a deep dive into the financial and industrial sectors. Verrone also emphasizes the impact of AI on market trends and explores inflation's effects, ultimately guiding listeners on navigating the complexities of current economic conditions.
26 snips
Jul 12, 2025 • 35min
Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!
Dan Clifton, a political analyst at Strategas, joins the discussion to unpack the implications of President Trump's Big Beautiful Bill. They dive into transformative tax provisions that allow full write-offs for equipment, aiming to spur growth in tech and research. The conversation highlights how healthcare legislation impacts pharmaceutical companies and shifts in Medicaid funding. Additionally, they address concerns about the U.S. deficit and explore potential economic growth from recent fiscal policies, discussing strategies for savvy investment amidst market dynamics.
30 snips
Jul 7, 2025 • 59min
Don't Get Fooled Again: Pulitzer Winner Warns of Wall Street's Dark Side
Pulitzer Prize-winning journalist Gretchen Morgenson dives into her investigative work on Wall Street's dark side. She shares insights on the AIG scandal and the financial crisis, shedding light on how corporate fraud jeopardizes public trust. The conversation also explores the growing influence of private equity, particularly in healthcare, where profit-driven motives threaten care quality. Morgenson highlights the need for accountability in the financial sector, making a compelling case for transparency and ethical standards.
21 snips
Jul 3, 2025 • 20min
Jobs Shock, Bank Buyback Boom & AI Talent Wars — The Friday Market Wrap!
This week dives into the current financial market, examining key economic indicators and the impact of recent trade agreements. A spotlight on the banking sector highlights the results of stress tests that could influence stock valuations. Listeners are treated to insights on the potential future of interest rates, especially concerning Real Estate Investment Trusts. Further, the discussion touches on the implications of a weaker dollar and critiques corporate leadership, particularly in the case of AIG. Engaging insights address audience questions, making it a thought-provoking listen.
14 snips
Jun 30, 2025 • 1h 8min
How CEOs Build Empires — Or Blow Them Up
Glenn Schorr, a sell-side equity analyst at Evercore ISI, Gerard Cassidy, a seasoned analyst with over 34 years of banking experience, and Dwight Collins, co-head at Autonomous U.S., delve into the essence of effective CEO leadership. They discuss characteristics that distinguish successful leaders, using well-known figures like Jamie Dimon as case studies. The panelists highlight the perils of poor leadership, lessons from past missteps, and how adaptability and accountability are crucial for corporate success in the financial sector.
26 snips
Jun 28, 2025 • 18min
Bullish Signs Continue - The Friday Market Wrap!
Steve Eisman analyzes recent market trends, spotlighting the S&P 500 and NASDAQ, while discussing the implications of geopolitical events on economic growth. He dives into impressive earnings from NVIDIA and the challenges facing corporations like Carnival Cruise Lines and Nike. The podcast also explores the rise of stablecoins and their competitive landscape in finance, alongside the evolving regulatory challenges impacting the industry. Eisman emphasizes the risks of trade wars and the dynamic nature of the U.S. economy.
20 snips
Jun 23, 2025 • 1h 7min
Is Capitalism Flawed? Fixing and Regulating Free Markets
John Cassidy, a writer for The New Yorker, joins Steve Eisman to dissect the intricacies of capitalism. They explore historical critiques, from Adam Smith to Marx, emphasizing how globalization and inequality shape our economic landscape. The conversation touches on Keynesian economics as a remedy to capitalism's flaws and highlights debates on government regulation versus free markets. Cassidy also examines lessons from the financial crisis, urging a balanced approach to managing economic systems in today’s climate.
10 snips
Jun 21, 2025 • 17min
Earnings, Geopolitics, and Sectors - The Friday Market Wrap!
Steve Eisman analyzes the shaky current market, spotlighting the impact of the Iran-Israel conflict and its potential effects on U.S. involvement. The solar sector faces hurdles from regulatory changes and rising interest rates, which dampen growth opportunities. Meanwhile, the housing market struggles with locked homeowners, limiting mobility. Additionally, concerns about private credit growth loom, recalling memories of the subprime crisis and underscoring the importance of staying vigilant in these uncertain times.
