The Real Eisman Playbook

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**The Real Eisman Playbook**

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.

Latest Episodes:

The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap Nov 14, 2025

Show notes

00:00 - Intro

01:05 - Life Update

01:40 - The Government Shutdown Finally Ends

02:22 - Only 10 Companies Reported This Week

02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks

06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More

13:55 - Mailbag: Why We're in an M&A Advisory Boom

14:58 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro 01:05 - Life Update 01:40 - The Government Shutdown Finally Ends 02:22 - Only 10 Companies Reported This Week 02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks 06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More 13:55 - Mailbag: Why We're in an M&A Advisory Boom 14:58 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33 Nov 10, 2025

Show notes

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, and how investors should be thinking about this shifting landscape.

00:00 - Intro
01:50 - What's Going On with Some of These Struggling Stocks?
10:35 - Who is Taking the Biggest Hit Right Now?
13:30 - Apollo
18:44 - CEOs
28:14 - Bank of America
33:10 - CitiBank
42:36 - Asset Management & Tokenization

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap Nov 09, 2025

Show notes

On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit bureaus, and more.

00:00 - Intro
01:10 - A Volatile Week in the Market
02:03 - Inside the K Shaped Economy: Are We Prone For a Downturn?
05:05 - Zohran Mamdani Elected Mayor of New York
05:50 - Earnings: AI-Related Companies
14:05 - Earnings: Non AI-Related Companies
19:40 - What is Going on With FICO and the Credit Bureaus?
21:48 - How Does Money Creation/Fractional Reserve Banking Really Work?
23:27 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook Nov 03, 2025

Show notes

On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of the market that has recently been left in the dust. They also discuss the challenges facing the industry, how policy shifts could reshape the future of weed, and much more.

00:00 - Intro
03:45 - Glass House Brands
16:10 - Illegal Competition
18:45 - The ICE Operation at Glass House's Facility
25:33 - Returning Back to Normal Production
27:45 - How Cannabis is Regulated By the Federal Government
44:12 - How Many More Facilities Could Glass House Take On?

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In Oct 31, 2025

Show notes

On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rates again, Amazon laying off 14,000 workers, and more.

00:00 - Intro
01:01 - The Trade Deal Between the US and China
01:31 - The Fed Cuts Rates Again
02:29 - AI Announcements
04:14 - Amazon Lays of 14,000 Workers to Invest in AI
04:29 - Earnings: Microsoft, Meta, Google, Amazon, Apple
10:42 - Non AI Earnings: Homebuilders, UnitedHealthcare, Payments, Solar, Cellular, Chipotle, Starbucks, Eli Lilly, Carvana
19:13 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook Oct 27, 2025

Show notes

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time, the interesting characters around the chaos, the crash itself, and any parallels between what happened in 1929 and what's happening in America right now.

You can purchase Andrew's book here: https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

00:00 - Intro
02:10 - Why Andrew Wanted to Write "1929"
08:41 - Wild West Markets
16:37 - The Fascinating Characters in the Book
26:37 - The Crash of 1929
33:00 - Carter Glass & Ferdinand Pecora
39:04 - Charles Mitchell & Selling Stocks to Wives
40:55 - Theories About The Great Depression
45:50 - Parallels Between 1929 and Now

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI Oct 26, 2025

Show notes

On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead.

00:00 - Intro
01:19 - Private Markets vs Public Markets
02:07 - Data Centers Explained
11:03 - Digital Realty & Equinix
33:51 - CoreWeave
46:25 - The Power Industry
51:20 - Fiber Operators

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap Oct 24, 2025

Show notes

00:00 - Intro
01:05 - Apple's New iPhone is Doing Well
01:42 - Earnings: AI Related Companies
05:06 - Earnings: Non-AI Related Companies
16:10 - A Mailbag Update
16:59 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more. 00:00 - Intro 01:05 - Apple's New iPhone is Doing Well 01:42 - Earnings: AI Related Companies 05:06 - Earnings: Non-AI Related Companies 16:10 - A Mailbag Update 16:59 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Next Revolution: AI, Advertising, and the Collapse of Old Media Oct 20, 2025

Show notes

On this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and why Verizon suddenly fired its CEO.

00:00 - Intro
01:50 - Google & Apple
12:05 - AI in Your Head
13:50 - Comcast, Charter, & The State of Cable
27:18 - Wireless: T-Mobile & Verizon
34:28 - Advertising & AI
45:15 - David Ellison & Streaming Consolidation

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bank Stock Rout: Separating Facts From Fiction | The Weekly Wrap Oct 17, 2025

Show notes

On this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce.

00:00 - Intro
00:53 - Trump's Tariffs Battle with China
01:56 - Unpacking The Bank Stock Rout
17:26 - Mailbag: An Update on AI in the Workforce
18:08 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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