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The Real Eisman Playbook

Steve Eisman
Apple
China
Supply Chain
President Trump
Foxconn
Iphone
Intellectual Property
Huawei
Nvidia
Financial Crisis
US Government
National Security
Tim Cook
Stablecoin
Cryptocurrency
Capitalism
Circle
Elon Musk
Mastercard
Stablecoins

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 weeklyEpisodes87Founded10 months ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for The Real Eisman Playbook

Latest Episodes

On this episode of The Weekly Wrap, Steve Eisman breaks down why private credit may be repeating the same mistakes Wall Street made before the Great Financial Crisis. He discusses how hidden risks and the lack of a credit cycle have created a concern... more

On episode 52 of The Real Eisman Playbook, Steve Eisman sits down with Middle East expert Steven Cook to break down what’s really happening in the Iran war. They discuss the latest developments, the goals of the United States, how China and Russia ha... more

On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginni... more

On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare and Medicaid landscape, they ex... more

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Recent Guests

Phillippe Lord
CEO of Meritage Homes
Meritage Homes
Episode: The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
Mark Cuban
Founder of Cost Plus Drugs; investor and entrepreneur
Cost Plus Drugs
Episode: Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
Helima Croft
Global Head of Commodity Strategy, Royal Bank of Canada
Royal Bank of Canada
Episode: The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
Glenn Shorr
Analyst at Evercore covering financials
Evercore
Episode: Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
Dwight Collins
Co-head of the US business, also runs the sales desk at Autonomous
Autonomous
Episode: Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
Tom Gober
Forensic accountant and expert in the life insurance industry
Episode: The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48
George Noble
Former fund manager at Fidelity Investments, veteran investor and market strategist
Fidelity Investments
Episode: George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
Daniel Guetta
Columbia professor with expertise in AI and data analytics
Columbia Business School
Episode: Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
Lakshmi Ganapathi
Research analyst at Unicus Research, specializing in forensic analysis of companies and trends.
Unicus Research
Episode: Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45

Host

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

Reviews

4.9 out of 5 stars from 254 ratings
  • 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 States19 days 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 States21 days 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 Zealand2 months ago
  • What I liked most is host has personal, professional deep knowledge and shares this journey of continuing learning with the public through this podcast. Being able to learn about new topics while the host can put into words better than I, thoughtful questions, and driving discussions thoughtfully. . We also get to hear his insights periodically, from learned experience, at times which is wonderful. 5 stars.

    Audible
    5
    Ryan Zingery
    United States2 months ago
  • Dan Ives

    Presumably an intelligent individual who speaks like a completely brain dead fool. I just don’t get the appeal I can’t even listen to him I don’t care if he’s right or wrong. I do not care what he has to say it’s just intolerable

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States3 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
#14
United States/Business/Investing
Apple Podcasts
#63
United States/Business
Apple Podcasts
#27
United Kingdom/Business/Investing
Apple Podcasts
#30
Canada/Business/Investing
Apple Podcasts
#71
Canada/Business
Apple Podcasts
#73
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
Q: Why has Alignment Health been able to demonstrate better cost control and lower hospital admissions per thousand members compared to peers?
Alignment Health buys and manages a concentrated, high-quality Medicare Advantage book, leverages advanced tech to identify sick members early, deploys 24/7 at-home care teams, and keeps a tight control on provider networks and coding. This results in lower hospital admissions, better star ratings, and a favorable margin profile that stands out in a troubled sector.
The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
Q: Can you explain in simple terms what risk adjustment means and why changes in the CMS model matter for margins?
Risk adjustment is a rating that reflects how sick the patient population is; higher coded sickness leads to higher payments. Changes to risk adjustment rules can compress or expand revenue depending on coding intensity, and in the case of Optum Health, the new regulations and data updates have tightened the coding bounds, reducing potential upside and tightening margins across the business.
The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
Q: What are you hearing from governments and how willing are they to talk about a peace or de-escalation path?
She notes limited aims from the Pentagon and the possibility of rapid, telegraphed responses, while underscoring that regional players and allies are pressuring for a wind-down, with the Houthis potentially shifting the risk profile if drawn in.
The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
Q: This is your area of expertise. Tell us what you're hearing and what you're thinking.
Croft explains that regional leaders anticipated escalation but warned that the market response could be delayed or misinterpreted, and she emphasizes the importance of understanding supply dynamics, potential routes around chokepoints, and the broader implications for energy security.
The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
Q: Tell us how you define the entry level market and what price points and regions you focus on.
Meritage focuses on regions with job growth and affordability, aiming for an ASP around $300k-$400k, with California higher and Alabama lower; the company serves southern markets (California excluded in practice due to land costs) and emphasizes selling homes below FHA pricing to enable access to financing.

Audience Metrics

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

Listeners per Episode
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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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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 10 months ago and published 87 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. Phillippe Lord
2. Mark Cuban
3. Helima Croft
4. Glenn Shorr
5. Dwight Collins
6. Tom Gober
7. George Noble
8. Daniel Guetta

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.

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