The Real Eisman Playbook

Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37

The Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly Wrap

Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36

The discussion centers on Steve Eisman's career, the 2008 financial crisis, and current economic trends. Eisman recounts his unconventional path to Wall Street, driven by a lack of detail-orientation and a knack for storytelling rather than mathematical expertise. He breaks down the crisis, emphasizing the roles of exc...

Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap

In this edition of The Weekly Wrap, Steve Eisman discusses market performance, noting a recovery from the previous week's losses and attributing it to dovish Fed statements. He analyzes Dell's earnings, highlighting strong guidance but cautioning about its low PE multiple due to a lack of proprietary products. Eisman e...

Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35

NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34

The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap

The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33

Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap

Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook

The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In

Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook

Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI

The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap

The Next Revolution: AI, Advertising, and the Collapse of Old Media

The Bank Stock Rout: Separating Facts From Fiction | The Weekly Wrap

Inside America’s Economic Divide: AI, Tariffs, & The Fed | The Real Eisman Playbook Episode 29

AI’s Real Life Impact: Inside the Human Cost of the Tech Boom | The Weekly Wrap