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Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman discusses the latest with the war in Iran, with oil prices now above $100 amid the Strait of Hormuz remaining closed. Steve also breaks down rising risks in private credit as cracks begin to
Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
On episode 50 of The Real Eisman Playbook, Steve Eisman sits down with Mark Cuban to discuss why prescription drug prices in the U.S. remain so high and what can be done to fix the system. Cuban explains how pharmacy benefit managers (PBMs)
The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the com
Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49
On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The conversation also explore
Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the market volatility driven by the War in Iran. He also dives into growing concerns around private credit and whether risks are starting to build beneath the surface. Plus, Steve
The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48
On episode 48 of The Real Eisman Playbook, Steve Eisman sits down with forensic accountant Tom Gober to discuss how private equity giants like Apollo, KKR, and Brookfield have taken control of millions of policyholder premiums while offload
Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private market/private credit worl
George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
On episode 47 of The Real Eisman Playbook, Steve Eisman is joined by George Noble (Fidelity) to discuss a variety of topics. The two of them break down the gold & silver debate, why they're both against owning crypto, Tesla's recent struggl
Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, a
Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work and the kind of value businesses are see
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is already here. They also
Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman discusses silver’s collapse and forced liquidations, crypto's plunge, and the obliteration of software stocks. He also recommends two stocks (Charter & Meritage) and breaks down another week
Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s market system. Trennert explains the long
Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcare, the explosive AI CapEx forecasts from
The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43
On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa and Mastercard are still dominant, the
The “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new chip, regional bank earni
Gary Marcus on the Massive Problems Facing AI & LLM Scaling | The Real Eisman Playbook Episode 42
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also dis
Why Bank Earnings Are Essential to Understanding the Market in 2026 | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink
The Broken US Healthcare System is Failing Millions of Americans with Warris Bokhari | The Real Eisman Playbook Episode 41
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and profit pressures are r
5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors
2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives (Wedbush) and Chris Verrone (Strategas) to wrap up 2025 and look ahead to what's in store for 2026. They dive deep into the concerns of AI, the struggling housi
Steve Eisman's Masterclass on the 2008 Financial Crisis (Part Two) | The Real Eisman Playbook Ep 39
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman continues his masterclass on the G
Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four the
Steve Eisman's Masterclass on the 2008 Financial Crisis (Part One) | The Real Eisman Playbook Ep 38
Go to https://groundnews.com/real for a better way to stay informed. Subscribe through my link for 40% off unlimited access to world-wide coverage. On this episode of The Real Eisman Playbook, Steve Eisman discusses a very complicated topic
Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety
Inside the Industrial Comeback & AI’s Power Crisis with Nigel Coe | The Real Eisman Playbook Ep 37
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Nigel Coe from Wolfe Research to discuss a variety of topics across the industrial sector. The two of them break down the year in AI stocks, the state of the housing mar
The Housing Market is Broken: Why Homes Are Unaffordable & What It Takes to Fix It | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest in the market, including the recent rally and why the Fed's rate "tinkering" doesn't matter in the long run. He also discusses the housing affordability crisis, reveali
Steve Eisman Reflects on 2008, The Big Short & Today’s K-Shaped Economy | The Real Eisman Playbook Episode 36
On this episode of The Real Eisman Playbook, Steve Eisman speaks at Case Western Reserve University in Cleveland, Ohio. He breaks down exactly what happened with the financial crisis in 2008, how it was portrayed in The Big Short, and takes
Google Surges Past OpenAI and AI Faces a Bigger Crisis That Could Break the Boom | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down a wild week in the market as Google's Gemini 3 passes OpenAI. Steve discusses how the AI battle compares to the railroad revolution, Dell's earnings, Michael Burry's warnings, and
