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The Real Eisman Playbook

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

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 weeklyEpisodes126Foundeda year ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Latest Episodes

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

On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Trennert & Chris Verrone from Strategas for a wide-ranging mid-year reality check o... more

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

On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facing the AI boom, with a focus on Anthropic and OpenAI and their growing importance... more

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

On episode 72 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Schorr of Evercore and Ken Worthington of JP Morgan for a sweeping deep dive into t... more

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

On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spend... more

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Recent Guests

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
Ken Worthington
New guest, covers brokers and crypto-focused offerings
JP Morgan (sell side)
Episode: Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Adrian Wooldridge
Co-author of Capitalism in America
The Economist
Episode: 250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71
Gil Luria
Tech analyst at Davidson
Davidson
Episode: The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Ben Callo
Sustainable Energy and Mobility Analyst at Baird
Baird
Episode: AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
Torsten Slok
Chief economist at Apollo
Apollo
Episode: AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
Dan Clifton
Politics analyst at Strategas
Strategas
Episode: Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
Todd Sohn
Chief Chartist at Strategas
Strategas
Episode: The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

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 711 ratings
  • 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 States23 days 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 Statesa month 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 States3 months ago
  • Meh

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

    Apple Podcasts
    1
    JC_NYC
    United States3 months ago
  • Now only premium

    This podcast used to be so good, now it is premium only. Such a shame.

    Apple Podcasts
    1
    Xa4 (:
    Netherlands3 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
#87
United States/Business/Investing
Apple Podcasts
#39
Canada/Business/Investing
Apple Podcasts
#126
Canada/Business
Apple Podcasts
#138
United Kingdom/Business/Investing
Apple Podcasts
#64
France/Business/Investing
Apple Podcasts
#101
Germany/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Q: What are clients concerned about in the stocks you cover and what have you learned this earning season?
Clients are focused on private credit, M&A, and the outlook for asset management products; the retail broker side is watching cash management profitability and how AI might affect that dynamic.
Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap
Q: Hi Steve, two questions for you regarding banks. One, what do you think of Bank of New York? Two, if in general you see the banks as much safer now, have you considered adding one of them to your portfolio?
Bank of New York is similar to other large banks in performance this year; I haven't held banks recently due to peak valuations and AI financing exposure, and I prefer not to chase them for diversification from tech. I am planning to release a bank analysis master class to dig into the sector more comprehensively.
Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62
Q: What is this stuff good for right now, and where does it fall short compared to hype?
Marcus says there are clear strengths like coding, brainstorming, and teaching concepts, but significant weaknesses exist in accuracy, hallucinations, and handling complex, verified facts, making the technology useful but not a substitute for human judgment.
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
Q: What parts of the energy complex do you think investors should focus on for potential upside given the current environment?
Investors should look at gas as a core story—upstream gas producers with clean, low-cost supply, and midstream LNG players with carry-through revenue models. You want exposure to entities that benefit from rising gas prices or LNG demand, such as pure-play gas E&Ps and high-quality midstream operators like Chenier, which have pass-through revenue and relatively stable cash flows. Also, ExxonMobil offers a defensive profile with stronger downstream exposure and resilient dividends, which can balance if oil prices remain volatile.
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
Q: This is a broader question to start our discussion: could you give me a two to five minute summation about what the hell is going on in your sector these days?
The energy space remains cyclical with a heavy dependence on macro forces like oil price, geopolitics, and inventory dynamics. We've had a big shock from Iran and the Strait of Hormuz that reduced global supply, yet investors are pricing in a comeback through higher revisions and a higher long-run oil price. Within that context, the majors are proving resilient due to cash flow, stronger balance sheets, and buybacks, while shale-focused growth has moderated due to capital discipline and structural changes post-2014-2016. The key takeaway is that demand and supply dynamics, coupled with forward curves, will shape energy stock performance for the next several years.”,

Audience Metrics

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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 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.

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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. The Compound and Friends
3. RiskReversal Pod
4. Odd Lots
5. The Meb Faber Show - Better Investing

How many episodes of The Real Eisman Playbook are there?

The Real Eisman Playbook launched a year ago and published 126 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. Jason Trennert
2. Glenn Schorr
3. Ken Worthington
4. Adrian Wooldridge
5. Gil Luria
6. Ben Callo
7. Torsten Slok
8. Dan Clifton

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