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The Real Eisman Playbook

Steve Eisman
Private Credit
Artificial Intelligence
Private Equity
Nvidia
Apple
2008 Financial Crisis
Housing Market
China
Cryptocurrency
S&P 500
Data Centers
President Trump
Federal Reserve
Interest Rates
Cannabis
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 weeklyEpisodes141Foundeda 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 this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing debt, fading confidence in AI data center economics, and whether the business mo... more

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

Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and now host of the On The Tape podcast, for a wide-ranging conversation cove... more

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

On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and opportunities surrounding AI, from rising debt at AI data center companies to co... more

On episode 79 of The Real Eisman Playbook, Steve Eisman sits down with AI critic Gary Marcus to unpack the growing fears surrounding artificial intelligence, from rogue AI agents and cybersecurity failures to predictions of human extinction. They exa... more

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Recent Guests

Danny Moses
Investor, former partner of Steve Eisman, and host of On The Tape
On The Tape
Episode: Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
Gary Marcus
Recurring guest noted AI researcher and critic
Gary Marcus (academic/author)
Episode: Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
Krishna Guha
Evercore's Fed watcher
Evercore
Episode: 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
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
George Noble
Portfolio manager turned podcaster and newsletter writer
Former Fidelity portfolio manager; podcaster
Episode: Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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
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

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 782 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 States3 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 States5 months ago
  • Meh

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

    Apple Podcasts
    1
    JC_NYC
    United States5 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
#22
United States/Business/Investing
Apple Podcasts
#99
United States/Business
Apple Podcasts
#13
Canada/Business/Investing
Apple Podcasts
#15
United Kingdom/Business/Investing
Apple Podcasts
#35
Canada/Business
Apple Podcasts
#53
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
Q: Do you have any thoughts on the future of private equity?
Moses describes a business built on permanent capital and management fees, but says exit delays, redemption pressure, opaque valuations, and aggressive lending raise concerns. Eisman adds that the leveraged model may face a prolonged difficult period as rates stay high.
Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
Q: Do you think the Fed is going to raise rates more?
Moses says the Fed and Treasury cannot control markets this large through symbolic interventions, and argues that persistently higher rates reflect long-running debt and inflation pressures.
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Q: What explains the rationale behind the new Fed chairman raising rates, and what does Krishna think about Warsh's approach?
Krishna describes Warsh as a reform-minded critic who worries about the long-term credibility of the Fed and favors a more cautious use of forward guidance, while Eisman probes how these ideas translate into actual policy moves like balance-sheet reduction and QE management.
Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
Q: What are realistic, near-term problems we should focus on instead of doomsday scenarios?
The practical focus should be cybersecurity, proper sandboxing, monitoring, and governance to prevent hacks and misuses, along with a regulatory framework that balances innovation with safety—emphasizing independent oversight and evidence-based risk assessment.
Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
Q: What was motivating the doomsday statements from leaders in the AI space, and why push for slowing down?
Marcus suggests that some leaders use existential risk rhetoric to signal importance, attract attention, and spur regulatory action that could solidify their market position; the motivation includes fundraising and shaping policy to favor incumbents, rather than a neutral pursuit of safety.

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. RiskReversal Pod
2. The Compound and Friends
3. On The Tape with Danny Moses
4. Prof G Markets
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 141 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. Danny Moses
2. Gary Marcus
3. Krishna Guha
4. Sam Badri
5. George Noble
6. Porter Collins
7. Vincent Daniel
8. Ryan Tunis

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