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The Real Eisman Playbook

Steve Eisman
Private Credit
Nvidia
Private Equity
Apple
2008 Financial Crisis
Housing Market
China
Cryptocurrency
President Trump
Artificial Intelligence
Federal Reserve
Cannabis
S&P 500
Data Centers
Tesla
Financial Crisis
Iran
Interest Rates
United States
Tariffs

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 weeklyEpisodes100Foundeda year ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Latest Episodes

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 rising inflation concerns, the gr... more

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 investors. Kelsey breaks down how ... more

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, war in Iran, and elevated valua... more

On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss ... more

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Recent Guests

Chris Verrone
Chief Market Strategist, Strategas
Strategas
Episode: Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
Chris Edson
Co-head of Originations at Apollo
Apollo
Episode: Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Jeffrey Hirsch
Author of The Stock Trader's Almanac
Stock Trader's Almanac
Episode: Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
John Spencer
Military war strategist and historian, chair of War Studies at the Madison Policy Forum, former US Army officer
Madison Policy Forum
Episode: John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
Rob Oliver
Software analyst at Baird
Baird
Episode: Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
Steve Liesman
Recurring guest, Senior Economics Reporter at CNBC
CNBC
Episode: Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
Stephen Cook
Council on Foreign Relations analyst
Council on Foreign Relations
Episode: The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap
Steven Cook
E&I Enrico Matei Senior Fellow for Middle East and African Studies at the Council on Foreign Relations
Council on Foreign Relations
Episode: Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
Phillippe Lord
CEO of Meritage Homes
Meritage Homes
Episode: The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap

Host

Steve Eisman
Host of discussions focused on financial analysis, investment strategies, and market trends.

Reviews

4.9 out of 5 stars from 268 ratings
  • Stick to stocks

    Ok so a military guy is on to claim the iran war is a success, the weakening of nato is the european's fault, the objectives have been explicitly stated and achieved. Meanwhile diplomats like andrew david miller are shaking their head. Basically, was no push back from steve. But dont tell me im going beyond the headlines. Really, its just bringing your twitter feed to a podcast.

    Apple Podcasts
    4
    jeffersonline
    United Statesa month ago
  • John Spencer - Iran nonsense

    Big fan of Steve. That noted, I am shocked by this rollover to Mr. Spencer’s weak analysis.

    Iran’s military power to threaten Israel has indeed been temporarily crushed. Their ends our victory.

    Iran has a new power - a thumb on the world economy and on that of its neighbors, which is easy to maintain with a few drones and speedboats with rocket launchers.

    Russia is benefitting massively from the increased price of their crude n the market.

    China is Iran’s only big customer. The opposit... more

    Apple Podcasts
    2
    Now using Lyft
    United Statesa month ago
  • The Evolving Landscape around Cryptocurrency

    The content is substantive and I want to like this, but it is so hard to listen to because Steve just talked over and interrupted the guest repeatedly. I don’t know how the guests don’t just leave or quit talking. Please please don’t take pride in being rude or interrupting people and give your guests the opportunity to actually answer your questions.

    Apple Podcasts
    3
    Jcrewinak
    United States2 months ago
  • I get it

    Great interview with Helima Croft. Thank you! I now have a better understanding of the game board in Iran what’s playing out, the players and how it could play out and why and the ramifications and benefits. Two weeks in a row- Steve, great totally relevant and out of the park results. Best!

    Apple Podcasts
    5
    Toni Noto
    United States2 months ago
  • The best in the genre

    Of all the financial investment podcasts I listen to I like Steve’s the most. He’s clear, succinct and can express complex ideas in layman’s terms. Thank you Steve for sharing you knowledge

    Apple Podcasts
    5
    Petejmcd
    New Zealand3 months ago

Listeners Say

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

Some critical comments address specific viewpoints of guests, indicating a mix of opinions about certain financial strategies or predictions.
Reviews highlight the quality of guests and the depth of topics, emphasizing the informative nature of the podcast.
Listeners appreciate the clarity and education provided in financial discussions, finding the content accessible and engaging.
Many listeners praise the host for making complex financial topics understandable to non-experts, showcasing his teaching abilities.

Chart Rankings

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

Apple Podcasts
#79
United States/Business/Investing
Apple Podcasts
#243
United States/Business
Apple Podcasts
#43
United Kingdom/Business/Investing
Apple Podcasts
#63
Canada/Business/Investing
Apple Podcasts
#130
United Kingdom/Business
Apple Podcasts
#164
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
Q: Todd, what are you seeing in the charts of semis, software, rest of tech?
Todd points to semis as the dominant current weight (around 17% of the S&P), notes software has fallen to the single digits, and emphasizes rotational leadership within tech with semis and AI-driven names leading while software lags.
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Q: Can you give us a five-minute synopsis of why private credit is in the news and what the sector actually is beyond software exposure?
Private credit is a broad, diversified market that includes more than private equity-backed LBOs and high-yield loans; it spans multiple asset classes and can offer stable yields through a wide funnel of originations, with emphasis on careful underwriting, liquidity management, and risk diversification.
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
Q: What are the implications of AI-driven software cost reductions and SBC accounting for traditional software companies long term?
AI-driven efficiency could compress margins for incumbents and pressure pricing, while SBC remains a real cost that affects shareholder value; the long-term bull case for software may be challenged by slower seat growth and higher prices, with incumbents likely to survive but growth prospects evolving.
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
Q: Do you consider Paulson's warning about the deficit and debt-to-GDP levels well-founded? And how might everyday investors position themselves relative to it?
Paulson's concerns are part of a long-standing debate, but Eisman notes that, historically, treasuries and the global repo market have underpinned market stability, suggesting the risk remains significant but not imminent; investors should focus on balance sheets, diversification, and not overreact to forecasts that may miss the timing of a crisis.
Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
Q: What are your thoughts on AI's impact on software companies and how should investors position themselves given the uncertainty?
Investors should tread carefully in the software group as the narrative is very negative and hard to predict the bottom; long-term perspective and cautious exposure to software, while watching AI-driven disruption, is prudent until clearer signals emerge.

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Frequently Asked Questions About The Real Eisman Playbook

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

This show features insightful conversations about financial markets, investment strategies, and economic trends led by an industry expert known for his prescient analyses, particularly regarding the 2008 financial crisis. The content blends personal insight with technical discussions, covering topics from artificial intelligence's impact on various sectors to the complexities of the U.S. healthcare system and the intricacies of consumer credit. Each episode promises a mix of straightforward explanations, expert commentary from notable guests, and a commitment to making financial concepts accessible to everyone, whether they are seasoned investors or newcomers to the subject.

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

1. On The Tape with Danny Moses
2. The Compound and Friends
3. RiskReversal Pod
4. The Meb Faber Show - Better Investing
5. Excess Returns

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The Real Eisman Playbook launched a year ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Real Eisman Playbook?

Recent guests on The Real Eisman Playbook include:

1. Chris Verrone
2. Chris Edson
3. Jeffrey Hirsch
4. John Spencer
5. Rob Oliver
6. Steve Liesman
7. Stephen Cook
8. Steven Cook

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