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The Real Eisman Playbook The Real Eisman Playbook Steve Eisman AI Breakdown AI Breakdown AI Breakdown The Paul Finebaum Show The Paul Finebaum Show ESPN, College Football, Paul Finebaum FluentFiction - Indonesian FluentFiction - Indonesian FluentFiction.org Let Freedom: AI & Business News Let Freedom: AI & Business News Let Freedom The Conversation The Conversation Hawaii Public Radio The Buckeye Weekly Podcast The Buckeye Weekly Podcast Buckeye Insiders Network Waddle & Silvy Waddle & Silvy ESPN Chicago SBS Russian - SBS на русском языке SBS Russian - SBS на русском языке SBS The AI Podcast The AI Podcast The AI Podcast Tennis Gambling Podcast Tennis Gambling Podcast Sports Gambling Podcast Network In The Money Players' Podcast In The Money Players' Podcast In The Money Media In The Money Media Network In The Money Media Network In The Money Media ながら日経 ながら日経 ラジオNIKKEI The Basu & Godin Notebook The Basu & Godin Notebook The Basu & Godin Notebook The Takeout with Major Garrett The Takeout with Major Garrett CBS News Toronto News Today | 2 Min News | The Daily News Now! Toronto News Today | 2 Min News | The Daily News Now! The Daily News Now! Fr Scott Reilly LC Fr Scott Reilly LC Fr Scott Reilly LC AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing The Craig Way Show The Craig Way Show AM 1300 THE ZONE (KVET-AM) The Grand Canyon Hiker Dude Show The Grand Canyon Hiker Dude Show hiKin Irvine News Today | 2 Min News | The Daily News Now! Irvine News Today | 2 Min News | The Daily News Now! The Daily News Now! El Cine de LoQueYoTeDiga El Cine de LoQueYoTeDiga El Cine de LoQueYoTeDiga Music And We Music And We musicandwe The Politics Bar The Politics Bar From The Bunker The Bulwark The Bulwark The Bulwark The Hell Gate Podcast The Hell Gate Podcast Hell Gate AI Chat: AI News & Artificial Intelligence AI Chat: AI News & Artificial Intelligence Jaeden Schafer Afternoon Drive on The Fan Afternoon Drive on The Fan Audacy Soirées électorales Soirées électorales France Culture 野良トレランナー シンバの冒険 野良トレランナー シンバの冒険 野良トレランナーのシンバ All Things Considered All Things Considered WBUR CIDADE + WEB RÁDIO CIDADE + WEB RÁDIO Gil Leal Sentido Común Sentido Común El Conquistador FM The Tom Tolbert Show The Tom Tolbert Show Tom Tolbert Bay Area Sports Collective Bay Area Sports Collective Tom Tolbert Edmonton Oilers News Today | 2 Min News | The Daily News Now! Edmonton Oilers News Today | 2 Min News | The Daily News Now! The Daily News Now!
The Real Eisman Playbook

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The Real Eisman Playbook

Steve Eisman

Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap

July 24, 2026 3:16pm 23 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a pivotal week in markets. Google raised its AI capex to $205 billion, pos...

AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69

July 21, 2026 11:06am 46 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 69 of The Real Eisman Playbook, Steve Eisman sits down with Ben Callo, sustainable energy and mobility analyst at Bair...

Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap

July 17, 2026 3:16pm 26 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a strong start to the bank earnings season, with JPMorgan, Goldman Sa...

AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68

July 13, 2026 11:06am 57 min

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok, Chief Economist at Apollo, to break down jus...

Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap

July 10, 2026 3:16pm 23 min

On this episode of The Weekly Wrap, Steve Eisman makes the case that diversification in today's market is largely an illusion and that the entire market has effectively become a single bet on AI. Steve also covers the co...

Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67

July 06, 2026 11:06am 45 min

On episode 67 of The Real Eisman Playbook, Steve Eisman brings back recurring guest Dan Clifton, political analyst at Strategas, to break down the 2026 midterm landscape. Dan also shares his take on the 2028 presidential...

The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66

June 29, 2026 11:00am 49 min

On episode 66 of The Real Eisman Playbook, Steve Eisman sits down with Todd Sohn, Chief Chartist at Strategas, for a deep dive into what the charts and ETF flows are revealing about this market. Todd walks through indivi...

The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap

June 26, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman delivers his second quarter market review, breaking down why semiconductors like Micron and Sandisk surged over 200% while software stocks got crushed, and why the hypersc...

The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65

June 22, 2026 11:06am 1:09

On episode 65 of The Real Eisman Playbook, Steve Eisman sits down with three Evercore consumer analysts (Michael Binetti, David Palmer, and Greg Melich) for a sweeping deep dive into the health of the American consumer a...

Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap

June 18, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the explosive SpaceX IPO, growing concerns around AI economics, and the emerging bull and bear cases for the AI sector. He also examines the Iran situation, pr...

Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64

June 15, 2026 11:00am 48 min

On episode 64 of The Real Eisman Playbook, Steve Eisman brings in Tom Gallagher, life insurance analyst at Evercore, to offer a second opinion on the controversial role private equity is playing in the life insurance sec...

Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap

June 12, 2026 3:18pm 25 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the recent market correction, rising inflation, and why AI may be transforming tech from a capital-light industry into one that requires trillions in ongoing i...

The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63

June 08, 2026 11:06am 58 min

On episode 63 of The Real Eisman Playbook, Steve Eisman sits down with Stacy Rasgon, semiconductor analyst at Bernstein, to break down the AI semiconductor boom that has sent the sector up 60% year to date. They explain ...

SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap

June 05, 2026 3:18pm 24 min

On this episode of The Weekly Wrap, Steve Eisman revisits his SpaceX analysis and explains why he's skeptical about the company's valuation. He also covers Microsoft's move to token-based pricing for GitHub Copilot, addi...

Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62

June 01, 2026 11:06am 49 min

On episode 62 of The Real Eisman Playbook, Steve Eisman opens with a sweeping overview of the entire AI landscape before sitting down with Gary Marcus to discuss the issues surrounding the industry. Gary breaks down why ...

The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap

May 29, 2026 4:12pm 20 min

On this episode of The Weekly Wrap, Steve Eisman breaks down the SpaceX IPO, how Nasdaq changed its own rules to fast-track SpaceX into indices, and why Elon Musk is reserving 30% of the offering for retail investors. He...

How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61

May 25, 2026 11:06am 1:08

On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disrupting the industry a...

Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

May 22, 2026 3:18pm 20 min

Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and...

Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

May 18, 2026 11:06am 1:18

On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are down even as oil sits ...

Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap

May 15, 2026 3:18pm 22 min

On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down ris...

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