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 67 episodes available.

The Real Eisman Playbook episodes:

January 23, 2026 The “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new chip, regional bank earnings, housing and affordability, private equity, and the ongoing Netflix/Warner Bros saga.

00:00 - Intro
01:40 - Trump, Tariffs, & Greenland
03:48 - AI, Michael Burry, & NVIDIA's New Chip
06:05 - Affordability Updates
08:45 - Private Equity
10:54 - Earnings: Netflix, D.R. Horton, Regional Banks,
16:28 - Mailbag
18:23 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) 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

Listeners get priority access to Masterworks at https://www.Masterworks.art/real Art correlation and appreciation data based on repeat-sales index of historical Post-War & Contemporary Art market prices and S&P 500 annualized return (includes dividends reinvested) from 1995 to 2025, developed by Masterworks. There are significant limitations to comparative asset class data. Indices are unmanaged and a Masterworks investor cannot invest directly in an index.
Content creator (the “Endorser”) receives cash compensation from Masterworks, LLC (“Masterworks”). Endorser is not a client of Masterworks. Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation.Investing involves risk. Past performance not indicative of future returns. For further disclosure on Regulation A Offerings, Risks of Investing, Performance Metrics, Art Market Data, and more visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.

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22min
January 19, 2026 Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more.

00:00 - Intro
01:29 - Gary's Background with AI & Where We're At Currently
12:51 - AI Hallucinations
22:27 - Gemini, ChatGPT, & Diminishing Returns
26:46 - The Business Side of AI
28:39 - Where the Computer Science Community Stands
33:58 - What's Happening Internally at These Companies?
37:23 - Inference Models vs LLMs
42:54 - What AI Needs To Do Going Forward
49:51 - World Models
55:17 - 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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58min
January 16, 2026 Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell.

00:00 - Intro
01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026
06:45 - Affordability Updates
10:20 - The DOJ's Investigation Into Chairman Powell
10:44 - Earnings: Banks
20:35 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) 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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27min
January 12, 2026 The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and profit pressures are reshaping care, often at the expense of patients. Warris also shares powerful stories from the front lines and what his company is doing to help.

0:00:00 - Intro
0:02:40 - Warris Bokhari's Background
0:03:48 - Claimable and Breaking Down the Problems with the US Healthcare System
0:24:55 - Medicare & Medicaid
0:33:19 - ACA
0:40:56 - What Claimable Does
0:43:31 - AI Denials
0:55:54 - Breakage & Shift Left
1:01:22 - Potential Solutions
1:03:37 - How Mark Cuban Factors In
1:05:35 - Real Life Stories of the US Healthcare System's Failure
1:14:40 - Why Warris Does What He Does

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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1h 21min
January 09, 2026 5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors matter less than ever. He also takes a look at the impact of Index Investing and answers a mailbag question on PayPal’s collapse.

00:00 - Intro
01:15 - Venezuela & Market Ramifications
02:00 - 5 Long-Term Structural Themes To Understand the Market
05:08 - Tech & Tech Related Stocks Dominate the Market
12:18 - Consumer Stocks, Consumers' Impact on Movement & Every Day Life
15:31 - The Impact of Index Investing
18:59 - Mailbag: PayPal's Recent Performance
22:14 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) 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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...more
27min
January 05, 2026 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housing market, Tesla's uncertainty, and much more.

0:00:00 - Intro
0:01:55 - 2025 Recap
0:07:00 - Big Concerns & AI 2.0
0:21:03 - Oracle
0:28:26 - Housing is Still Dead
0:30:54 - Tesla
0:34:38 - Financials
0:40:35 - Software's Struggles
0:43:20 - Healthcare
0:46:32 - What's Been Left For Dead?
0:51:16 - Fed Cuts
0:53:35 - Are There Too Many Players in AI?
0:59:12 - Predictions For 2026 & Crypto

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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1h 7min
December 23, 2025 Steve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage.

On this episode of The Real Eisman Playbook, Steve Eisman continues his masterclass on the Great Financial Crisis of 2008. Steve explains why the collapse was inevitable once Wall Street buried itself in leverage, subprime exposure, and derivatives. He also discusses what happened in the aftermath of the collapse and where we stand today.

Watch Part One 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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43min
December 19, 2025 Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage.

In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four themes that defined the market: the K-shaped economy, the AI bubble debate, private credit risks, and the affordability crisis. Steve shares why the "scaling" thesis of AI reminds him of the subprime assumptions of 2008 and breaks down the performance of all 11 S&P sectors.

00:00 - Intro
01:32 - Yearly Recap
03:18 - The K-Shaped Economy
04:18 - AI Revolution or AI Bubble?
11:17 - Private Debt
13:44 - Affordability
19:08 - The 11 Sectors of the S&P
28:35 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

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
32min
December 16, 2025 Steve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage.

On this episode of The Real Eisman Playbook, Steve Eisman discusses a very complicated topic: the 2008 financial crisis. In part one of this masterclass, Steve walks through how banks actually work, why risk was misunderstood, and how the warning signs were missed

00:00 - Intro
01:33 - Causes of the Financial Crisis
36:50 - Where I Come Into the Story
42:00 - 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
45min
December 12, 2025 Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety surrounding AI, housing updates, and more.

00:00 - Intro
02:23 - Fed Cut Update
02:45 - Oracle's Stock Goes Down
04:37 - Housing Update
05:25 - Netflix & Paramount Battle For Warner Bros.
10:26 - Risks in the AI World
15:53 - Mailbag: Benefits For AI
21:03 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

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
24min

FAQs about The Real Eisman Playbook:

How many episodes does The Real Eisman Playbook have?

The podcast currently has 67 episodes available.

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