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    Investing

    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.

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    Copyright: Copyright ©2025 Steve Eisman

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    Latest Episodes:
    Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54 Apr 13, 2026
    Show notes

    On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren't ready to buy.


    00:00 - Intro

    01:16 - History of the Software Sector & Where We're At Now

    16:19 - What Makes a Successful Software Company Today?

    18:10 - Looking Ahead Two Years

    26:43 - How Far Has Valuation Fallen?

    29:34 - Stock Based Compensation

    33:14 - Vertical Software Companies

    37:15 - Private Equity & Private Credit

    43:05 - Feedback From the Buy Side

    46:00 - AI Native Strategies

    50:13 - Nobody Loves Software Right Now

    54:21 - Outro


    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. Copyright ©2025 Steve Eisman

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

    Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap Apr 10, 2026
    Show notes

    On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran, provides updates on private credit/private equity, and answers some mailbag questions from viewers.


    00:00 - Intro

    01:21 - Iran Updates: Trump's Threat, Ceasefire, & Oil Prices

    02:27 - Growth in Private Equity

    04:37 - More Bad News in Private Credit

    06:00 - Finally Some Good News in Private Credit

    06:55 - Q1 Market Recap

    18:12 - Mailbag: Private Capital

    18:54 - Mailbag: Meritage Homes

    20:45 - Mailbag: What If Podcasts Were Around in 2007?

    22:29 - Outro


    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I


    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. Copyright ©2025 Steve Eisman

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

    Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53 Apr 06, 2026
    Show notes

    On episode 53 of The Real Eisman Playbook, Steve Eisman sits down with Steve Liesman to discuss whether private credit could become the next systemic crisis in the financial system. The conversation also explores war-driven oil shocks, uncertainty surrounding the Fed, and the resilience of the U.S. economy.


    00:00 - Intro

    02:26 - Oil Prices, Tariffs, & The Resilience of the US Economy

    13:36 - Everything Going on with The Fed

    28:15 - The Private Credit Situation

    46:09 - The K-Shaped Economy

    49:14 - Outro


    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.


    Copyright ©2025 Steve Eisman

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

    The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap Apr 02, 2026
    Show notes

    On this episode of The Weekly Wrap, Steve Eisman breaks down why private credit may be repeating the same mistakes Wall Street made before the Great Financial Crisis. He discusses how hidden risks and the lack of a credit cycle have created a concerning sense of confidence across the industry. He also discusses the latest with the Iran War and takes a couple of mailbag questions from viewers.


    00:00 - Intro

    02:03 - Iran War Updates

    04:05 - More Bad News in Private Credit

    07:46 - Psychology of Hedge Funds

    10:22 - The Defense of the Private Credit Industry

    14:22 - Mailbag: Is GameStop a Value Stock?

    16:49 - Mailbag: The Two Types of Lending Entities

    19:07 - Outro


    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I


    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. Copyright ©2025 Steve Eisman

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

    Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52 Mar 30, 2026
    Show notes

    On episode 52 of The Real Eisman Playbook, Steve Eisman sits down with Middle East expert Steven Cook to break down what’s really happening in the Iran war. They discuss the latest developments, the goals of the United States, how China and Russia have factored in, and where we could be heading going forward.


    00:00 - Intro

    02:52 - How the War is Going

    07:05 - Is Iran Willing to Negotiate?

    09:17 - Fighting a War Alongside Israel & the Middle East Response

    18:39 - China's Place in All of This

    22:46 - What Are Trump's Goals?

    28:03 - Where Do We Go Next?

    29:25 - Russia's Role

    32:08 - Predictions: Where Are We in Three Months?

    33:40 - The Iranian Opposition

    36:35 - Uranium in Iran

    38:16 - Outro


    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. Copyright ©2025 Steve Eisman

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

    The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap Mar 27, 2026
    Show notes

    On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.


    00:00 - Intro

    01:21 - Iran War Updates

    03:07 - More Bad News For Private Credit

    05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord

    07:28 - The State of the Housing Market

    14:37 - Meritage Homes

    20:10 - Housing Affordability

    31:05 - How Meritage Differs From Bigger Companies

    43:28 - Hopes For the Future of Meritage

    45:22 - Outro



    Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I


    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 latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S. 00:00 - Intro 01:21 - Iran War Updates 03:07 - More Bad News For Private Credit 05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord 07:28 - The State of the Housing Market 14:37 - Meritage Homes 20:10 - Housing Affordability 31:05 - How Meritage Differs From Bigger Companies 43:28 - Hopes For the Future of Meritage 45:22 - Outro Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I 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. Copyright ©2025 Steve Eisman

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

    The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51 Mar 23, 2026
    Show notes

    On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare and Medicaid landscape, they explore why a once “safe” sector is now under pressure.


    00:00 - Intro

    02:16 - The State of the Healthcare Industry: United Healthcare & Where We Are Now

    21:46 - United's Fourth Quarter

    27:15 - What Molina Does & Changes with Medicaid

    34:34 - Alignment Health

    40:14 - Why Hasn't It Worked For This Industry?

    45:19 - PDMs & Why Drug Prices Are So High

    51:53 - A Summary of the Sector & Predictions For the Future

    54:14 - Outro


    Watch our interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ


    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. Copyright ©2025 Steve Eisman

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

    Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap Mar 20, 2026
    Show notes

    On this episode of The Weekly Wrap, Steve Eisman discusses the latest with the war in Iran, with oil prices now above $100 amid the Strait of Hormuz remaining closed. Steve also breaks down rising risks in private credit as cracks begin to form across the market. He also takes a couple of mailbag questions from viewers regarding SoFi and his recent interview with Mark Cuban.


    00:00 - Intro

    00:47 - Iran War Updates

    03:30 - Major Risks in the Market: AI Fears & Private Credit Issues

    20:15 - Mailbag: The SoFi Problem

    23:54 - Mailbag: Mark Cuban & Drug Prices in America

    27:30 - Outro


    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I


    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. Copyright ©2025 Steve Eisman

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

    Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50 Mar 16, 2026
    Show notes

    On episode 50 of The Real Eisman Playbook, Steve Eisman sits down with Mark Cuban to discuss why prescription drug prices in the U.S. remain so high and what can be done to fix the system. Cuban explains how pharmacy benefit managers (PBMs) shape drug pricing behind the scenes and why he believes the current structure is fundamentally broken. The conversation also dives into his efforts to disrupt the industry through Cost Plus Drugs and bring transparent pricing to consumers.


    00:00 - Intro

    02:05 - The Problems with the Healthcare Industry

    08:50 - How PBMs Actually Work

    22:26 - Cost Plus Drugs

    31:20 - The Impact Cost Plus Drugs Has Had in the Industry

    33:40 - Cost Plus Wellness

    37:53 - Hopes For Growth

    40:18 - What Mark's Learned From the Mavericks and Shark Tank

    42:30 - Mark's Thoughts on Today's Market

    46:10 - The Message Mark Wants People To Know About Cost Plus Drugs

    47:03 - Outro


    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. Copyright ©2025 Steve Eisman

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

    The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap Mar 13, 2026
    Show notes

    On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks will play out, and ponder what "winning" would actually look like.


    00:00 - Intro

    01:50 - Market Uncertainty During Times of War

    02:57 - Oracle

    04:20 - Introducing Helima Croft

    05:22 - Iran's Response

    10:26 - How Long Til Europe Starts to Have a Problem

    13:18 - How the US Government is Responding

    19:27 - What Does "Winning" Look Like?

    24:25 - Helima's Background

    31:44 - Predicting How This Will Play Out

    37:53 - Outro


    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I


    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. Copyright ©2025 Steve Eisman

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

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