The Real Eisman Playbook

By Steve Eisman

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 ... more

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FAQs about The Real Eisman Playbook:

How many episodes does The Real Eisman Playbook have?

The podcast currently has 85 episodes available.

The Real Eisman Playbook episodes:

March 27, 2026 The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
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 beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.

00:00 - Intro
01:21 - Iran War Updates
03:07 - More Bad News For Private Credit
05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord
07:28 - The State of the Housing Market
14:37 - Meritage Homes
20:10 - Housing Affordability
31:05 - How Meritage Differs From Bigger Companies
43:28 - Hopes For the Future of Meritage
45:22 - Outro

Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ
Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
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 beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.
00:00 - Intro
01:21 - Iran War Updates
03:07 - More Bad News For Private Credit
05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord
07:28 - The State of the Housing Market
14:37 - Meritage Homes
20:10 - Housing Affordability
31:05 - How Meritage Differs From Bigger Companies
43:28 - Hopes For the Future of Meritage
45:22 - Outro
Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ
Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

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55min
March 23, 2026 The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
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 explore why a once “safe” sector is now under pressure.

00:00 - Intro
02:16 - The State of the Healthcare Industry: United Healthcare & Where We Are Now
21:46 - United's Fourth Quarter
27:15 - What Molina Does & Changes with Medicaid
34:34 - Alignment Health
40:14 - Why Hasn't It Worked For This Industry?
45:19 - PDMs & Why Drug Prices Are So High
51:53 - A Summary of the Sector & Predictions For the Future
54:14 - Outro

Watch our interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

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59min
March 20, 2026 Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman discusses the latest with the war in Iran, with oil prices now above $100 amid the Strait of Hormuz remaining closed. Steve also breaks down rising risks in private credit as cracks begin to form across the market. He also takes a couple of mailbag questions from viewers regarding SoFi and his recent interview with Mark Cuban.

00:00 - Intro
00:47 - Iran War Updates
03:30 - Major Risks in the Market: AI Fears & Private Credit Issues
20:15 - Mailbag: The SoFi Problem
23:54 - Mailbag: Mark Cuban & Drug Prices in America
27:30 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
29min
March 16, 2026 Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
On episode 50 of The Real Eisman Playbook, Steve Eisman sits down with Mark Cuban to discuss why prescription drug prices in the U.S. remain so high and what can be done to fix the system. Cuban explains how pharmacy benefit managers (PBMs) shape drug pricing behind the scenes and why he believes the current structure is fundamentally broken. The conversation also dives into his efforts to disrupt the industry through Cost Plus Drugs and bring transparent pricing to consumers.

00:00 - Intro
02:05 - The Problems with the Healthcare Industry
08:50 - How PBMs Actually Work
22:26 - Cost Plus Drugs
31:20 - The Impact Cost Plus Drugs Has Had in the Industry
33:40 - Cost Plus Wellness
37:53 - Hopes For Growth
40:18 - What Mark's Learned From the Mavericks and Shark Tank
42:30 - Mark's Thoughts on Today's Market
46:10 - The Message Mark Wants People To Know About Cost Plus Drugs
47:03 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
51min
March 13, 2026 The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
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 will play out, and ponder what "winning" would actually look like.

00:00 - Intro
01:50 - Market Uncertainty During Times of War
02:57 - Oracle
04:20 - Introducing Helima Croft
05:22 - Iran's Response
10:26 - How Long Til Europe Starts to Have a Problem
13:18 - How the US Government is Responding
19:27 - What Does "Winning" Look Like?
24:25 - Helima's Background
31:44 - Predicting How This Will Play Out
37:53 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
42min
March 09, 2026 Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
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 disruption across financial services, why certain stocks are reacting wildly to AI news, and what’s really happening in crypto markets. They also debate the future of payments, bank M&A, and much more.

00:00 - Intro
02:27 - What's Happening in Private Equity/Private Credit
20:39 - The AI Boogeyman
28:22 - Bank M&A
34:30 - Crypto & Bitcoin
38:57 - The Payments Space
42:22 - Final Thoughts & SoFi's Warning Signal
47:15 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
54min
March 06, 2026 Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
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 the continued crash across solar stocks and takes two mailbag questions from viewers.

00:00 - Intro
01:43 - The Market's Response to the War in Iran
04:00 - The Bad News Continues in Private Credit
09:01 - Solar Stocks Continue To Trend Down
10:17 - Health Insurance Stocks
12:40 - MongoDB, Block
13:55 - Mailbag: Private Credit
15:15 - Mailbag: Life Insurance
18:13 - Outro

Watch my appearance on The Prof G Pod here: https://www.youtube.com/watch?v=kL7r0dRGip8
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
22min
March 02, 2026 The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48
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 billions in liabilities to "secret captives" in Bermuda and the Cayman Islands. If you own a life insurance policy or an annuity, we highly recommend you watch this episode.

00:00 - Intro
01:20 - Tom's Background
04:55 - The Life Insurance Scandal Explained
09:50 - The Private Equity Takeover & Issues with Reinsurance
31:42 - Inaccurate Ratings
33:25 - Back to Leverage
37:59 - People Are Starting to Listen, Potential Issues
43:46 - Lack of Transparency
45:20 - Outro & Steve's Takeaways

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
53min
February 27, 2026 Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private market/private credit world, AI software fears, and the latest in weekly earnings. Lastly, Steve takes a couple of mailbag questions from viewers regarding the market's response to Trump's tariffs and retail investor resources.

00:00 - Intro
02:00 - Supreme Court Strikes Down Trump's Tariffs
04:17 - Blue Owl & Private Equity/Private Credit
10:11 - AI Fears
11:01 - Earnings: NVIDIA, Salesforce, Home Depot, Lowe's, First Solar, Circle, Warner Bros
18:19 - Mailbag: The Market's Reaction to the Supreme Court Tariff Decision
20:12 - Mailbag: Retail Investor Resources

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
28min
February 23, 2026 George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
On episode 47 of The Real Eisman Playbook, Steve Eisman is joined by George Noble (Fidelity) to discuss a variety of topics. The two of them break down the gold & silver debate, why they're both against owning crypto, Tesla's recent struggles, why George is negative on tech, and much more.

00:00 - Intro
01:10 - George's Background
06:08 - George's Elevator Pitch of the Market
08:11 - The Gold & Silver Debate
23:05 - Crypto & The Impact of Online Gambling
30:34 - Tesla's Problems
37:39 - Open Door
44:23 - Energy Stocks
48:54 - Why George is Negative on Tech
51:25 - George's Upcoming Conference
54:40 - Outro

Follow George on X: https://x.com/gnoble79

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.

Copyright ©2025 Steve Eisman

Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
55min

FAQs about The Real Eisman Playbook:

How many episodes does The Real Eisman Playbook have?

The podcast currently has 85 episodes available.

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