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.
What this show covers
Anthropicearningshousing marketAmazonAI capexCoreWeaveGary MarcusOpenAIAI safetycybersecurityBank earningsData centersAgentic AITech correctionAI markets
What listeners will find here
Anthropic’s slowdown meets a bruising earnings week for AI and big tech
Anthropic’s S-1 and a sharp deceleration in revenue growth anchor this Weekly Wrap. Steve Eisman connects that slowdown to a rough earnings week, flat Amazon capex, and listener questions on CoreWeave debt and the Telepocalypse narrative.
Gary Marcus challenges AI doomsday claims and who benefits from them
Artificial intelligence fears take center stage as Steve Eisman talks with Gary Marcus about rogue agents, hacking risks, and extinction-level predictions. The episode also probes whether major AI companies may be using alarmist narratives to win investment and influence regulation.
Steve Eisman weighs AI debt stress, bank earnings, and a possible tech correction
AI is the center of this Weekly Wrap, with Steve Eisman looking at debt building up around AI data center companies and what that could mean for the broader boom. He also touches on war-related market context, France, agentic AI in finance, and the first wave of bank earnings.
Steve Eisman and Danny Moses reconnect to test the AI boom against old crisis patterns
AI, rising rates, private equity, housing, and the deficit drive this reunion between Steve Eisman and Danny Moses. The conversation spans market structure, policy, and why Danny sees echoes of subprime-era financing in today’s AI debt story.
Steve Eisman asks if the AI data-center story is starting to crack
This episode focuses on a changing AI investment narrative, with Steve Eisman zeroing in on CoreWeave’s rising debt and doubts about data-center economics. He also runs through major earnings, touches French sovereign bond stress, and answers a housing-market mailbag question.
Episodes
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