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The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
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 individual stock charts fo
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
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 hyperscalers are losing inv
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
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 across restaurants, r
Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap
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, private credit stress,
Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64
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 sector. Tom walks throu
Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap
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 investment. He also e
The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
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 who is winning, who
SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap
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, addiction lawsuits again
Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62
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 LLMs hallucinate, wh
The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap
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 also covers Salesfo
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
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 and why defense stock
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap
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 Target to the Ten Ye
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
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 near $100 a barrel i
Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap
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 rising inflation concer
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
On episode 59 of The Real Eisman Playbook, Steve Eisman sits down with Kelsey Zhu of Autonomous to discuss the collapse of FICO's decades-long monopoly on credit scores and what it means for homebuyers, lenders, and investors. Kelsey breaks
S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite ongoing concerns about consumer weakness, war in Iran, and elev
Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. The
Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
Visit https://realeismanplaybook.com/ to sign up for our mailing list. On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Visit https://realeismanplaybook.com/ to sign up for our mailing list. On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global head of origination at Apollo, to get a firsthand look at what's g
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the question everyone is asking
Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
On episode 56 of The Real Eisman Playbook, Steve Eisman sits down with Jeffrey Hirsch, author of the annual Stock Trader's Almanac. The two walk through the most important recurring patterns in the market while also discussing which pattern
Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down what the latest bank earnings reveal about the true state of the U.S. economy. He also covers rising geopolitical tensions with Iran, market reactions, and what it all means for i
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
On episode 55 of The Real Eisman Playbook, Steve Eisman sits down with retired U.S. Army officer John Spencer to discuss what is actually happening in the Iran war. John breaks down the four official objectives of the United States and also
Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moa
Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran, provides updates on priv
Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
On episode 53 of The Real Eisman Playbook, Steve Eisman sits down with Steve Liesman to discuss whether private credit could become the next systemic crisis in the financial system. The conversation also explores war-driven oil shocks, unce
The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down why private credit may be repeating the same mistakes Wall Street made before the Great Financial Crisis. He discusses how hidden risks and the lack of a credit cycle have created
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
On episode 52 of The Real Eisman Playbook, Steve Eisman sits down with Middle East expert Steven Cook to break down what’s really happening in the Iran war. They discuss the latest developments, the goals of the United States, how China and
The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting t
The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
On episode 51 of The Real Eisman Playbook, Steve Eisman sits down with healthcare analyst Michael Ha to break down the problems across the health insurance industry. From UnitedHealth and Molina to the broader Medicare and Medicaid landscap
