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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

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

#46 trending · Business

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

SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | 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 week in markets

Aug 7
21 min

250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 71 of The Real Eisman Playbook, Steve Eisman sits down with Adrian W

Aug 3
51 min

The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | 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 massive earnings week

Jul 31
27 min

The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 70 of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives

Jul 27
54 min

Google's Negative Cash Flow and the AI Capex Reckoning | 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 pivotal week in market

Jul 24
23 min

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

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 Call

Jul 21
46 min

Chart trend

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

#6
all-time peak
17
days in the top 10 since Jun 2025

Chart positions

Where The Real Eisman Playbook ranks today in each Apple Podcasts chart (US, Oct 12, 2026).

#43 ▼ 5 Business US
#9 — Investing US

What listeners say

A curated, balanced selection of Apple Podcasts reviews.

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

Steve does a tremendous job getting his guests to speak on a level that retail investors understand. Great guests; one of my favorite listens. Thanks

KB in the FL panhandle · Oct 2025

Steve Eisman has a remarkable talent for breaking down complex financial concepts into clear, straightforward language that anyone can grasp. I've listened to every episode of his podcast, and each one is a gem. His guests are incredibly knowledgeable, offering deep insights with impressive clarity and detail. Previously, I spent hours searching for Steve's interviews on YouTube, but now the podcast conveniently brings all his content into one place. Thank you, Steve, for making investing so fun, accessible and engaging!

Ujar2013 · Oct 2025

I started listening to this podcast and I also watch on YT, after seeing Steve on a Compound show. I really like how Steve explains financial “stuff” to the non-finance person. I also like how he asks questions to get more detailed explanations from an interviewee. That warms my analytical heart. This is a podcast I look forward to hearing every week.

testapp2022 · Sep 2025

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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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