Rephonic
Artwork for The Real Eisman Playbook

The Real Eisman Playbook

Steve Eisman
Private Credit
NVIDIA
Private Equity
Artificial Intelligence
Apple
2008 Financial Crisis
Housing Market
China
Cryptocurrency
Data Centers
President Trump
Federal Reserve
Interest Rates
Cannabis
S&P 500
Cisco
Tesla
United States
Financial Crisis
K-Shaped Economy

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 ... more

PublishesTwice weeklyEpisodes136Foundeda year ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

Listen to this Podcast

Artwork for The Real Eisman Playbook

Latest Episodes

On episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to over 5%. He explains that it's a perfect storm of AI debt issuance crowding out... more

Sign up for The Real Eisman Playbook Premium at realeismanplaybook.substack.com/

On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke. Steve then deli... more

On episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like from within a major technology company. Sam explains why he believes we ... more

Sign up for The Real Eisman Playbook Premium at realeismanplaybook.substack.com/

On this episode of The Weekly Wrap, Steve Eisman discusses why the off-balance sheet financing techniques that caused Enron's collapse and amplified the GFC are... more

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Sam Badri
Head of Investor Relations at Cisco
Cisco
Episode: What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Porter Collins
Former partner, investor
Eisman Playbook / former partners group
Episode: The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
Vincent Daniel
Former partner, investor
Eisman Playbook / former partners group
Episode: The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
Danny Moses
Former partner, investor
Eisman Playbook / former partners group
Episode: The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
Ryan Tunis
Property and casualty insurance analyst at Cantor
Cantor
Episode: P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Ed Zitron
Substack newsletter writer, noted AI story critic
Substack (editorial contributor)
Episode: Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
Ben Ziperski
Law professor
Cantor
Episode: Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
Jason Trennert
Founder of Strategas
Strategas
Episode: The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
Glenn Schorr
Recurring guest, Evercore analyst covering investment banks and asset managers
Evercore
Episode: Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Host

Steve Eisman
Host of The Real Eisman Playbook; noted for market analysis and long-horizon investing perspectives.

Reviews

4.8 out of 5 stars from 754 ratings
  • Why does the Bubble continue to grow

    The thing that distinguishes this bubble from past bubbles is this bubble enjoys the TOTAL support of a POTUS manipulating the bubble to grow, adding to this fact the belief of the investing class that Trump will do WHATEVER it takes to keep the Market up while he is in office e.g., sell insider information via Truth Social posts, on again off again tariffs etc….

    In short, the investing class believes, rightly or wrongly, it has nothing to lose (i.e., micro-risk) by being in on the joke, mor... more

    Apple Podcasts
    5
    Prometheus---
    United States2 months ago
  • Mr. Greenspan

    Alan Greenspan was a pedantic, bloviating doofus who did untold injury to America and its economy. God rest his soul.

    Apple Podcasts
    3
    Billybill1984
    United States2 months ago
  • Steve Eisman is a must listen for Bulls, Bears, those who short and those who don’t. Click Follow.

    Steve Eisman and The Master Investor Podcast with Wilfred Frost are all I listen to. Steve Eisman I first learned of like most was from The Big Short. I didn’t know much about him till I started seeing him on CNBC. I loved his direct and confident approach to questions and discussions. Steve isn’t trying to win you over with silliness or fawning over a person he is talking to, he does it with facts and conviction. If you want buy this or buy that there are other shows. Listen to Steve if you wan... more

    Apple Podcasts
    5
    ECOTUS
    United States3 months ago
  • June 8th 2026, Ep #63

    Hi Steve! I love your podcast, I learn a lot. Today’s AI semiconductor talk was tough for me to follow. I replayed it 3 times and my head is still spinning.

    I am a wanna be stock picker, for myself only. There was a ton of AI tech and investment jargon shared at a lick-it-y split pace. For those of us who are beginners, P L E A S E slow the pace down, today’s guest spoke much, much too quickly!!! He shared a great amount of info but I could not keep up nor understand him. Slowing down will h... more

    Apple Podcasts
    5
    Sholkey
    United States4 months ago
  • Meh

    I’ll tune in again whenever you are on cnbc again

    Apple Podcasts
    1
    JC_NYC
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the rigorous market analysis and clear explanations of complex topics.
Guests are typically top-tier experts offering deep dives into AI, macro, and finance.
Some feedback highlights pacing and ad/read balance, with calls for slower delivery during technical discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#176
United States/Top Podcasts
Apple Podcasts
#7
United States/Business/Investing
Apple Podcasts
#32
United States/Business
Apple Podcasts
#96
Canada/Top Podcasts
Apple Podcasts
#2
Canada/Business/Investing
Apple Podcasts
#5
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Q: What is driving the hyperscale growth to double and how material is that to Cisco's business?
Hyperscale growth is driven by two main products: switches designed for hyperscalers and coherent pluggables that connect dense fiber networks. While hyperscalers are less than 20% of total revenue, they are expanding fast and are a key growth engine.
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Q: How do Cisco and Arista differentiate in the hyperscaler space?
Cisco differentiates by owning its silicon (Silicon One) and delivering end-to-end hardware in a unified package, whereas Arista largely relies on third-party silicon and emphasizes software, making Cisco's solution more integrated for large hyperscaler deployments.
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Q: From your seat, when did the AI story really start to cause Cisco to inflect and see meaningful demand?
The inflection came when orders for silicon-1 based systems grew significantly, signaling real AI demand, with adoption ramping over the last six to nine months and continuing to accelerate.
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
Q: Why do you think AI investments have such a high narrative pull relative to ROI, and what should investors watch for?
Investors should focus on real return on investment and the sustainability of earnings, watching for bottlenecks, actual profitability, and the dependency of AI ecosystems on a few dominant players.
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
Q: What are your thoughts about Treasury policy attempts to repress interest rates in the current environment?
The hosts agree that such attempts are unlikely to meaningfully move long-term rates given the scale of debt and the structural dynamics at play, especially with AI-driven demand independent of policy washouts.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Real Eisman Playbook

What is The Real Eisman Playbook about and what kind of topics does it cover?

This program blends macro and market analysis with deep dives into AI, tech, and financial industry dynamics through the lens of a veteran investor. Episodes commonly dissect big tech earnings, AI capital expenditure, macro trends, and policy or geopolitical developments, tying company signals to broader market implications. Notable strengths include a data-driven, long-term investing perspective and guests who provide expert, sector-specific insights across finance, technology, and policy. Listeners are likely looking for actionable takeaways on stock selection, risk management, and understanding how AI and capital intensity reshape markets.

Where can I find podcast stats for The Real Eisman Playbook?

Rephonic provides a wide range of podcast stats for The Real Eisman Playbook. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Real Eisman Playbook and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Real Eisman Playbook get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Real Eisman Playbook, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Real Eisman Playbook?

Rephonic provides comprehensive predictive audience data for The Real Eisman Playbook, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Real Eisman Playbook have?

To see how many followers or subscribers The Real Eisman Playbook has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Real Eisman Playbook?

These podcasts share a similar audience with The Real Eisman Playbook:

1. On The Tape with Danny Moses
2. RiskReversal Pod
3. The Compound and Friends
4. The Meb Faber Show - Better Investing
5. The Master Investor Podcast with Wilfred Frost

How many episodes of The Real Eisman Playbook are there?

The Real Eisman Playbook launched a year ago and published 136 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Real Eisman Playbook?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Real Eisman Playbook?

Rephonic pulls ratings and reviews for The Real Eisman Playbook from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Real Eisman Playbook?

Rephonic provides full transcripts for episodes of The Real Eisman Playbook. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Real Eisman Playbook?

Recent guests on The Real Eisman Playbook include:

1. Sam Badri
2. Porter Collins
3. Vincent Daniel
4. Danny Moses
5. Ryan Tunis
6. Ed Zitron
7. Ben Ziperski
8. Jason Trennert

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days