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The Real Eisman Playbook The Real Eisman Playbook Steve Eisman The Pat McAfee Show The Pat McAfee Show Pat McAfee, ESPN Newshour Newshour BBC World Service The Endtime Show | Endtime The Endtime Show | Endtime Endtime dc dc Salai Dawtcemsang TSCN TSCN TSCN ספיישלים מוזיקליים ספיישלים מוזיקליים גלצ The Theater on Bleecker — Fexingo Horror The Theater on Bleecker — Fexingo Horror Fexingo The Ben and Ashley I Almost Famous Podcast The Ben and Ashley I Almost Famous Podcast iHeartPodcasts The Most Dramatic Podcast Ever The Most Dramatic Podcast Ever iHeartPodcasts Armstrong & Getty Podcast Armstrong & Getty Podcast 560 KSFO Ba'al Busters Broadcast Ba'al Busters Broadcast BaalBusters Idle Thumbs Idle Thumbs Idle Thumbs Locked On UCLA - Daily Podcast On UCLA Bruins Locked On UCLA - Daily Podcast On UCLA Bruins Zach Anderson-Yoxsimer, Locked On Podcast Network Stugotz and Company LIVE! Stugotz and Company LIVE! Fox Sports Radio and iHeartPodcasts All Steelers Talk All Steelers Talk All Steelers Talk 5 O'Clock Report - Family Life News 5 O'Clock Report - Family Life News Family Life Franger507 Franger507 Franger507 Locked On Mariners - Daily Podcast On the Seattle Mariners Locked On Mariners - Daily Podcast On the Seattle Mariners Locked On Podcast Network, Ty Dane Gonzalez, Colby Patnode The Medical Mind The Medical Mind American Psychiatric Association The Transformation Station The Transformation Station Christina Romita Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Dr. Sascha Weigel Just Serve in San Diego Just Serve in San Diego Collette Cribbins Three Moves Ahead Three Moves Ahead Idle Thumbs CNN 5 Things CNN 5 Things CNN Podcasts Futbol Picante Futbol Picante ESPN Deportes, ESPN.com.mx, José Ramón Fernández, Rafael Puente Pop Culture Crisis Pop Culture Crisis Timcast Media Denník N Newsfilter Denník N Newsfilter Denník N Daily Fantasy Sports by Ship It Nation Daily Fantasy Sports by Ship It Nation Ship It Nation The Shift Baseball Show The Shift Baseball Show The Shift Audios Juan Ramón Rallo Audios Juan Ramón Rallo Free Cuban What A Day What A Day What A Day Authentic Parenting Authentic Parenting Anna Seewald Help Me Be Me Help Me Be Me Cloud10 Where It All Starts Where It All Starts Zandile Qhuqha Армія FM Армія FM Армія FM Parsha with Rabbi David Bibi Parsha with Rabbi David Bibi JewishPodcasts.fm
The Real Eisman Playbook

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The Real Eisman Playbook

Steve Eisman

Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap

July 17, 2026 3:16pm 26 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a strong start to the bank earnings season, with JPMorgan, Goldman Sa...

AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68

July 13, 2026 11:06am 57 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok, Chief Economist at Apollo, to break down jus...

Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap

July 10, 2026 3:16pm 23 min

On this episode of The Weekly Wrap, Steve Eisman makes the case that diversification in today's market is largely an illusion and that the entire market has effectively become a single bet on AI. Steve also covers the co...

Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

July 06, 2026 11:06am 45 min

On episode 67 of The Real Eisman Playbook, Steve Eisman brings back recurring guest Dan Clifton, political analyst at Strategas, to break down the 2026 midterm landscape. Dan also shares his take on the 2028 presidential...

The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

June 29, 2026 11:00am 49 min

On episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing about this market. Todd walks through indivi...

The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap

June 26, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hypersc...

The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

June 22, 2026 11:06am 1:09

On episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive into the health of the American consumer a...

Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap

June 18, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the explosive SpaceX IPO, growing concerns around AI economics, and the emerging bull and bear cases for the AI sector. He also examines the Iran situation, pr...

Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64

June 15, 2026 11:00am 48 min

On episode 64 of The Real Eisman Playbook, Steve Eisman brings in Tom Gallagher, life insurance analyst at Evercore, to offer a second opinion on the controversial role private equity is playing in the life insurance sec...

Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

June 12, 2026 3:18pm 25 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the recent market correction, rising inflation, and why AI may be transforming tech from a capital-light industry into one that requires trillions in ongoing i...

The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63

June 08, 2026 11:06am 58 min

On episode 63 of The Real Eisman Playbook, Steve Eisman sits down with Stacy Rasgon, semiconductor analyst at Bernstein, to break down the AI semiconductor boom that has sent the sector up 60% year to date. They explain ...

SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap

June 05, 2026 3:18pm 24 min

On this episode of The Weekly Wrap, Steve Eisman revisits his SpaceX analysis and explains why he's skeptical about the company's valuation. He also covers Microsoft's move to token-based pricing for GitHub Copilot, addi...

Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62

June 01, 2026 11:06am 49 min

On episode 62 of The Real Eisman Playbook, Steve Eisman opens with a sweeping overview of the entire AI landscape before sitting down with Gary Marcus to discuss the issues surrounding the industry. Gary breaks down why ...

The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap

May 29, 2026 4:12pm 20 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the SpaceX IPO, how Nasdaq changed its own rules to fast-track SpaceX into indices, and why Elon Musk is reserving 30% of the offering for retail investors. He...

How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61

May 25, 2026 11:06am 1:08

On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disrupting the industry a...

Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

May 22, 2026 3:18pm 20 min

Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and...

Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

May 18, 2026 11:06am 1:18

On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are down even as oil sits ...

Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap

May 15, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down ris...

FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59

May 11, 2026 11:06am 1:14

On episode 59 of The Real Eisman Playbook, Steve Eisman sits down with Kelsey Zhu of Autonomous to discuss the collapse of FICO's decades-long monopoly on credit scores and what it means for homebuyers, lenders, and inve...

S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap

May 08, 2026 3:18pm 30 min

On this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite ongoing concerns about consumer weakness, w...

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