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Investing · Steve Eisman

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 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 world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.

Latest episodes

Showing 20 · updated from the feed

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

#21 trending · Business

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman digs into Anthropic’s newly re

Oct 30
31 min

Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 81 of The Real Eisman Playbook, Steve Eisman sits down with Benn Stei

Oct 26
53 min

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing

Oct 23
23 min

Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ Steve Eisman reunites with Danny Moses, his former partner from the Big Short da

Oct 19
43 min

Market Cracks Under AI Debt Burden | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and

Oct 16
24 min

Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79

On episode 79 of The Real Eisman Playbook, Steve Eisman sits down with AI critic Gary Marcus to unpack the growing fears surrounding artificial intelligence, from rogue A

Oct 12
50 min

Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman delivers a comprehensive Q3 20

Oct 9
25 min

5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78

On episode 78 of The Real Eisman Playbook, Steve Eisman sits down with Krishna Guha, Evercore's Fed watcher, to break down why the ten-year yield has marched from 4.5% to

Oct 5
51 min

Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FIC

Oct 2
27 min

What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

On episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually loo

Sep 28
46 min

The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses why the off-balance s

Sep 25
28 min

Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George N

Sep 21
51 min

Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman explains why the recent extinc

Sep 18
24 min

The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

On episode 75 of The Real Eisman Playbook, Steve Eisman sits down with his former Big Short partners Vincent Daniel and Porter Collins for a wide-ranging conversation cov

Sep 14
53 min

AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the ten-year yield

Sep 11
24 min

P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 74 of The Real Eisman Playbook, Steve Eisman sits down with Ryan Tuni

Sep 7
46 min

Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the economy’s growi

Sep 4
26 min

The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 73 of The Real Eisman Playbook, Steve Eisman sits down with Jason Tre

Aug 17
45 min

AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com On this episode of The Weekly Wrap, Steve Eisman examines the biggest risks facin

Aug 14
30 min

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 72 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Sch

Aug 10
50 min

Chart trend

Position in the Investing chart (US), last 90 days.

#6
all-time peak
29
days in the top 10 since Jun 2025

Chart positions

Where The Real Eisman Playbook ranks today in each Apple Podcasts chart (US, Nov 1, 2026).

#54 ▼ 2 Business US
#10 ▼ 1 Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

Steve Eisman and The Master Investor Podcast with Wilfred Frost are all I listen to. Steve Eisman I first learned of like most was from The Big Short. I didn’t know much about him till I started seeing him on CNBC. I loved his direct and confident approach to questions and discussions. Steve isn’t trying to win you over with silliness or fawning over a person he is talking to, he does it with facts and conviction. If you want buy this or buy that there are other shows. Listen to Steve if you want to know concerns or if a company has lost its way. His guests are top notch as well. If I could create the perfect one time podcast show it would have Warren Buffett, Stanley Druckenmiller, Howard Marks, and Steve Eisman with Wilfred Frost hosting.

ECOTUS · Jul 2026

The content is substantive and I want to like this, but it is so hard to listen to because Steve just talked over and interrupted the guest repeatedly. I don’t know how the guests don’t just leave or quit talking. Please please don’t take pride in being rude or interrupting people and give your guests the opportunity to actually answer your questions.

Jcrewinak · Mar 2026

Great interview with Helima Croft. Thank you! I now have a better understanding of the game board in Iran what’s playing out, the players and how it could play out and why and the ramifications and benefits. Two weeks in a row- Steve, great totally relevant and out of the park results. Best!

Toni Noto · Mar 2026

I love how Steve teaches his audience how markets work. That is the test to discover if someone really understands what they’re talking about. They must be able to explain it in a way that a high school student could grasp.

FringeFatale · Dec 2025

I listen to the podcast mostly for the guests. What I can’t stand about the podcast is Steve’s constant talking over guests. If he likes to hear his voice so much, why even have guests on?

cornettesracket · Sep 2026

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About The Real Eisman Playbook on Reason.fm

Here you find the Apple Podcasts chart positions of The Real Eisman Playbook, its latest episodes to listen to directly, and reviews from listeners. Rankings are updated daily for the United States.

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