- #80 Wirtschaft
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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
Why It’s So Difficult For Companies to Go Public: A CFO Explains the Process | The Real Eisman Playbook Episode 35
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Amy Butte, the Chief Financial Officer at Navan. Amy was also the CFO of the New York Stock Exchange when it went public in the early 2000s. We explore what it means and
NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe'
Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Regina Brooks (Serendipity Literary Agency), Jennifer Weis (The Weis Agency), and Anthony Ziccardi (Post Hill Press) to discuss the ever-changing publishing industry. Fr
The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro
The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, an
Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit bureaus, and more. 00:00
Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook
On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of the market that has re
The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In
On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rat
Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time, the interesting characte