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 98 episodes available.

The Real Eisman Playbook episodes:

May 08, 2026 S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite ongoing concerns about consumer weakness, war in Iran, and elevated valuations. Steve analyzes the latest results from companies including Palantir, AMD, Disney, Shopify, PayPal, Apollo, KKR, and Arista Networks, while also explaining why semiconductors, industrial power plays, and financials remain the market’s biggest drivers. Plus, Steve discusses Amazon’s expansion into logistics, GameStop’s surprise bid for eBay, private credit risks, and why traditional recession indicators still aren’t flashing red.

00:00 - Intro
00:53 - The Real Eisman Playbook Premium
03:42 - Iran War Updates
04:17 - Amazon vs FedEx & UPS
04:54 - GameStop vs eBay, Why Michael Burry Just Sold Everything
05:28 - Quarter Overview & Revenue/Earnings Growth,
08:34 - The S&P 500 Hits a 20% Operating Margin
10:21 - Palantir
12:16 - Transdigm
12:53 - KKR
13:19 - Apollo & Private Credit Fears Fade
15:19 - Eaton
15:52 - Rockwell Automation
16:22 - Diamondback Energy
16:53 - PayPal
17:43 - Fiserv
18:59 - Shopify
19:50 - Arista
20:30 - AMD
21:07 - Disney
22:25 - McDonald's & Shake Shack
22:55 - Whirlpool & Zillow
23:35 - Mailbag: Is a Shiller PE of 40 a Death Sentence for the Market?
25:36 - Outro

Visit https://realeismanplaybook.com/ to sign up for our mailing list

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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31min
May 04, 2026 Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up.

Visit https://realeismanplaybook.com/ to sign up for our mailing list.

00:00 - Intro
01:08 - What Has Happened in Recent Weeks?
08:37 - Tech: Semis, Equipment, & Software
21:30 - Financials: Banks & Private Equity
26:38 - Which Sectors Are Not Working: Healthcare & Defense Stocks
29:51 - Industrials: GE Vernova, Vertiv, & More
34:30 - The Energy Sector
35:35 - Last Words: Are We in a Melt-Up?
36:35 - 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

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...more
39min
May 01, 2026 Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
Visit https://realeismanplaybook.com/ to sign up for our mailing list.

On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran.

00:00 - Intro
02:04 - Charter
06:20 - Iran War Updates
07:50 - The Post-March Rally
10:36 - Private Credit
12:18 - Blue Owl
13:36 - Domino's Pizza
14:51 - GM
15:45 - Starbucks
16:44 - Visa
17:38 - FICO
20:13 - Bookings
20:37 - Enphase
21:30 - Google, Microsoft, Meta, Amazon
24:22 - Lilly
24:52 - Industrials: Quanta & Caterpillar
26:19 - Apple
26:44 - 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
31min
April 27, 2026 Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Visit https://realeismanplaybook.com/ to sign up for our mailing list.

On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global head of origination at Apollo, to get a firsthand look at what's going on inside one of the world's largest private credit operations. Chris breaks down why Apollo's exposure to software is among the lowest in the industry and why the private credit panic in the press tells only a small part of a much larger story.

00:00 - Sign Up For Our Mailing List!
00:41 - Intro
02:18 - What is Going On with Private Credit?
09:25 - Apollo's Exposure to Software
11:41 - Apollo's Origination Platform
20:38 - The Top 3 Platforms
25:30 - Apollo's Competitors
28:35 - Is the Industry Getting Sloppy?
31:02 - Apollo's Biggest Criticism
33:53 - Potential Credit Cycle
37:34 - Credit Funds
40:05 - Transparency & Disclosure
41:35 - Closing Thoughts
42:45 - 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
50min
April 24, 2026 Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the question everyone is asking: is a recession on the horizon? He also flags a major development in private credit, covers the battered health insurance sector, and shares why FICO's decades-long monopoly may finally be coming to an end. He also responds to two questions from viewers.

Sign up for our mailing list here! https://realeismanplaybook.com/

00:00 - Intro
01:57 - War in Iran Remains Opaque
02:25 - Private Credit Updates
03:30 - Airlines
03:55 - A Huge Week in Earnings
04:35 - Blackstone
05:58 - FICO
07:24 - Health Insurance
11:39 - Industrials
16:52 - Software
18:55 - Homebuilders
21:03 - Mailbag: A Government Debt Crisis
24:38 - Mailbag: The Recent AI/Software Selloff
29:55 - 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
35min
April 20, 2026 Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
On episode 56 of The Real Eisman Playbook, Steve Eisman sits down with Jeffrey Hirsch, author of the annual Stock Trader's Almanac. The two walk through the most important recurring patterns in the market while also discussing which patterns have stopped working, why Bitcoin has been a seasonal disappointment, and how human psychology ultimately drives market rhythms.

00:00 - Intro
01:35 - Story Behind The Stock Trader's Almanac
05:52 - Mid-Term Election Patterns
10:10 - Recurring Patterns
14:35 - Why Patterns Occur
23:45 - Sector Seasonality
27:02 - The January Effect
30:32 - Bitcoin
35:07 - Super Boom Pattern
40:18 - When the War Ends
43:04 - Private Credit
45:16 - 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
April 17, 2026 Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down what the latest bank earnings reveal about the true state of the U.S. economy. He also covers rising geopolitical tensions with Iran, market reactions, and what it all means for investors. Plus, he answers viewer questions on private credit, regional banks, and the evolving risks tied to AI and software.

00:00 - Intro
01:27 - Why I Don't Provide Trading Ideas
02:30 - Iran Updates
03:37 - Banks Reporting
17:26 - Mailbag: Private Credit & Regional Banks
20:17 - Mailbag: High Yield, Current Spreads, & Credit Quality
22:30 - Mailbag: AI & Software
24:16 - 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
April 14, 2026 John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
On episode 55 of The Real Eisman Playbook, Steve Eisman sits down with retired U.S. Army officer John Spencer to discuss what is actually happening in the Iran war. John breaks down the four official objectives of the United States and also explores the broader geopolitical implications of the war. They also discuss the Iranian strategy, the Strait of Hormuz, NATO, and much more.

0:00:00 - Intro
0:02:50 - What's True and What's Not True?
0:10:00 - Where We're At Right Now
0:17:14 - Iran's Strategy
0:19:14 - The Strait of Hormuz
0:23:51 - The Official Objectives of the United States
0:37:45 - Israel's Objectives
0:41:16 - NATO
0:44:38 - Implications Beyond the Middle East
0:51:09 - Uranium
0:56:29 - Implications Within the Middle East
1:01:22 - The Final Word
1:02:31 - 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
1h 9min
April 13, 2026 Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren't ready to buy.

00:00 - Intro
01:16 - History of the Software Sector & Where We're At Now
16:19 - What Makes a Successful Software Company Today?
18:10 - Looking Ahead Two Years
26:43 - How Far Has Valuation Fallen?
29:34 - Stock Based Compensation
33:14 - Vertical Software Companies
37:15 - Private Equity & Private Credit
43:05 - Feedback From the Buy Side
46:00 - AI Native Strategies
50:13 - Nobody Loves Software Right Now
54:21 - 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
59min
April 10, 2026 Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran, provides updates on private credit/private equity, and answers some mailbag questions from viewers.

00:00 - Intro
01:21 - Iran Updates: Trump's Threat, Ceasefire, & Oil Prices
02:27 - Growth in Private Equity
04:37 - More Bad News in Private Credit
06:00 - Finally Some Good News in Private Credit
06:55 - Q1 Market Recap
18:12 - Mailbag: Private Capital
18:54 - Mailbag: Meritage Homes
20:45 - Mailbag: What If Podcasts Were Around in 2007?
22:29 - 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
26min

FAQs about The Real Eisman Playbook:

How many episodes does The Real Eisman Playbook have?

The podcast currently has 98 episodes available.

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