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Artwork for The Real Eisman Playbook

The Real Eisman Playbook

Steve Eisman
Apple
China
Supply Chain
President Trump
Iphone
Foxconn
Huawei
Intellectual Property
NVIDIA
Financial Crisis
National Security
Tim Cook
US Government
Stablecoin
Cryptocurrency
Capitalism
Elon Musk
Circle
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 weeklyEpisodes81Founded9 months ago
Number of ListenersCategories
BusinessEntrepreneurshipInvesting

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Artwork for The Real Eisman Playbook

Latest Episodes

On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks ... more

On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The conversation also explores AI disru... more

On this episode of The Weekly Wrap, Steve Eisman breaks down the market volatility driven by the War in Iran. He also dives into growing concerns around private credit and whether risks are starting to build beneath the surface. Plus, Steve looks at ... more

On episode 48 of The Real Eisman Playbook, Steve Eisman sits down with forensic accountant Tom Gober to discuss how private equity giants like Apollo, KKR, and Brookfield have taken control of millions of policyholder premiums while offloading billio... more

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Recent Guests

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
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
Chris Verrone
Market Strategist at Strategas
Strategas
Episode: 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
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

Host

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

Reviews

4.9 out of 5 stars from 238 ratings
  • 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 Zealanda month 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 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 Kingdom3 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

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
#20
United States/Business/Investing
Apple Podcasts
#80
United States/Business
Apple Podcasts
#18
United Kingdom/Business/Investing
Apple Podcasts
#18
Canada/Business/Investing
Apple Podcasts
#43
Canada/Business
Apple Podcasts
#60
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
Q: Michael asks about the life-insurance interview with Tom Goeber and whether there is a short or long position related to the narrative.
Eisman states clearly that he and his associates hold no position related to the life-insurance sector or Tom Goeber's narrative, while outlining two main issues: the use of private equity-owned life insurers with long-duration liabilities and the offshore reinsurance structures that can mask leverage and risk.
Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
Q: Carrie asks about the bigger picture of private credit and how it relates to the current market stress.
Steve Eisman explains that private credit has grown dramatically over the past decade and that credit cycles tend to surface in areas with the most growth, noting that risk is rising as redemptions and liquidity pressures appear across funds, even if banks have recently claimed credit quality was fine.
Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
Q: What do you think about technical analysis and to what extent does it play a role in your investing process?
Eisman views technical analysis as an important tool that he consults before investments, especially in assessing the trend of a stock, though he uses it in conjunction with fundamental analysis.
Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
Q: How would a full recession reset or fix what looks broken right now?
Eisman explains that recessions can recalibrate the economy by causing weak companies to fail, leading to a shift in market dynamics and a healthier economy after recovery. He emphasizes that recessions are painful and not something to hope for.
Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
Q: What tools do institutional investors have that retail investors do not?
Institutional investors have access to resources such as Bloomberg terminals, sell-side research, and insights from industry consultants and company management, providing them a data advantage over retail investors.

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 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. The Compound and Friends
2. Odd Lots
3. The Memo by Howard Marks
4. Masters in Business
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Real Eisman Playbook are there?

The Real Eisman Playbook launched 9 months ago and published 81 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. Glenn Shorr
2. Dwight Collins
3. Tom Gober
4. George Noble
5. Daniel Guetta
6. Warris Bokhari
7. Waris Bukhari
8. Chris Verrone

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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