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The Real Eisman Playbook

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

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 weeklyEpisodes75Founded9 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 the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes s... more

On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work and the kind of value businesses are seeing from u... more

On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond Un... more

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is already here. They also discuss th... more

Key Facts

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Recent Guests

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
Warris Bokhari
Former doctor and corporate executive focused on healthcare solutions
Claimable
Episode: The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41
Waris Bukhari
CEO of Claimable, a company that helps consumers appeal healthcare claim denials
Claimable
Episode: 5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
Nigel Coe
Covering the entire industrial sector at Wolfe Research.
Wolfe Research
Episode: Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37
Steve Eisman
Famed investor known for predicting the financial crisis of 2008, characterized as the inspiration for the character played by Steve Carell in 'The Big Short'.
Neuberger Berman
Episode: Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36
Amy Butte
Chief Financial Officer with extensive experience in bringing companies public.
Episode: Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35
Kyle Kazan
CEO of Glass House Brands
Glass House Brands
Episode: Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook
Mark Vendetti
CFO of Glass House Brands
Glass House Brands
Episode: Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook
Graham Farrar
President of Glass House Brands
Glass House Brands
Episode: Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook

Host

Steve Eisman
Host known for his sharp insights and deep analysis of financial trends, drawing on his extensive experience in the investment world.

Reviews

4.9 out of 5 stars from 224 ratings
  • 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 Statesa month 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 States2 months ago
  • One of the best podcasts on finance around

    It is rare to find a podcast that is so genuinely informative and accessible. Steve combines experience and his natural talent with communicating a message clearly and in an engaging way. This pod is a treasure trove for those wishing to learn more about US securities and public engagement skills. My two desiderata for 2026 are an episode in which Steve talks about his recommended books and one in which he talks about Star Trek DS9 and why it’s arguably the best TV show ever.

    Apple Podcasts
    5
    FalconNest89
    United Kingdom2 months ago
  • Value added financial literacy

    Steve, a great podcast about the housing market. I have listened to Suze Orman and Ezra Klein regarding this subject and appreciate hearing your analysis too. Wishing you full recovery from your cancer. Sharon

    Apple Podcasts
    5
    Sholkey
    United States3 months ago
  • Simplifies complex topics so you can understand

    I love how Steve teaches his audience how markets work. That is the test to discover if someone really understands what they’re talking about. They must be able to explain it in a way that a high school student could grasp.

    Apple Podcasts
    5
    FringeFatale
    United States3 months ago

Listeners Say

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

Listeners appreciate the educational nature of the content, particularly how complex financial topics are broken down into understandable language.
Many find value in the insights provided by both the host and guests, often highlighting the accessibility gained from expert perspectives on the financial market.
There are some critiques regarding the host's viewpoints on certain political issues, suggesting a need for a balanced narrative in discussions, but overall, feedback remains overwhelmingly positive about the financial insights shared.

Chart Rankings

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

Apple Podcasts
#24
United States/Business/Investing
Apple Podcasts
#107
United States/Business
Apple Podcasts
#20
Canada/Business/Investing
Apple Podcasts
#34
United Kingdom/Business/Investing
Apple Podcasts
#60
Canada/Business
Apple Podcasts
#105
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
Q: What is your opinion on private credit and its impact on consumer finance?
Private credit is problematic due to its lack of transparency and integration into consumer financial products without adequate consumer awareness.
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
Q: What are the problems in the used car business right now?
The main issue is that customers cannot afford the high prices of used cars, especially when they can't trade in their own due to negative equity.
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
Q: Why do you think the credit statistics are still holding up so well?
Despite worsening conditions for consumers, banks aren't reporting losses because many are extending loan terms and not marking down the value of bad loans, creating a mask over real distress.
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
Q: Are Charter Communications and PayPal so different given their similarities in competitive markets?
Eisman asserts that while both have challenges, Charter is stabilizing its subscriber loss, whereas PayPal is facing stronger competition and a risk of further market share loss.
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
Q: How do you manage and measure your portfolio? What metrics for risk do you find valuable?
Eisman recommends examining the betas of each position in your portfolio to measure risk, rather than relying solely on stress test services.

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?

A sharp and incisive analysis of financial markets and investment trends, this program offers listeners unique insights from a seasoned investor with a track record of accurately predicting market movements. The content frequently revolves around significant aspects of the global economy, including the latest developments in technology-driven sectors such as AI and its implications for investors. Episodes highlight a range of topics, from discussions on corporate strategies surrounding IPOs to the intricate challenges faced in various industries like cannabis and publishing. Each episode features candid conversations with industry experts, making complex financial information accessible to both seasoned investors and those looking to enhanc... more

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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. The Compound and Friends
2. RiskReversal Pod
3. The Meb Faber Show - Better Investing
4. Excess Returns
5. Ask The Compound

How many episodes of The Real Eisman Playbook are there?

The Real Eisman Playbook launched 9 months ago and published 75 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. Daniel Guetta
2. Warris Bokhari
3. Waris Bukhari
4. Nigel Coe
5. Steve Eisman
6. Amy Butte
7. Kyle Kazan
8. Mark Vendetti

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