Best Steve Eisman Podcasts (2025)

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Steve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24 1:07:42

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9h ago1:07:42

1:07:42

In this episode of The Real Eisman Playbook, Steve Eisman gives his first masterclass on financial literacy. He discusses a variety of topics, including long-term vs short-term investing, the dangers of thesis creep, how to value companies, and much more. Figures discussed in the episode are as of June 18, 2025. Subscribe 👉🏻https://www.youtube.com/…

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Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25 48:10

3h ago48:10

48:10

In this episode of The Real Eisman Playbook, Steve Eisman sits down with Rob Kaplan, Vice Chairman of Goldman Sachs. The two of them discuss a variety of topics, including President Trump’s ongoing pressure on the Fed, what makes a good investment banker, Rob’s history with Goldman Sachs and the Dallas Fed, and much more. 00:00 - Intro 01:15 - Intr…

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Oracle’s Massive AI Forecast, Hot IPOs Explained | The Friday Market Wrap! 24:05

2h ago24:05

24:05

In this episode of The Weekly Wrap, Steve Eisman discusses Oracle’s earnings report and their massive AI-driven forecast. He also breaks down the state of IPOs, addresses bubble concerns, and takes a mailbag question regarding portfolio risk. Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and ac…

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Google Wins Antitrust Case, Is AI The Next Bubble? | The Friday Market Wrap! 15:27

3d ago15:27

15:27

In this episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s tariffs being rejected by the US Court of Appeals, Google’s win in the antitrust case, and the current state of Apple. He also discusses Kraft Heinz splitting into two, the impact of AI on tech software, and if he’s worried about an AI bubble. Subscribe 👉🏻https://www…

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Steve Eisman Answers YOUR Investing Questions | The Real Eisman Playbook Episode 23 43:30

12d ago43:30

43:30

In this episode of The Real Eisman Playbook, Steve answers viewer questions regarding understanding the Fed, how to know what stocks to select, recovering from financial loss, and much more! Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linkt…

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Trump vs The Fed, U.S. Takes 10% Stake in Intel, Cracker Barrel Cracks | The Friday Market Wrap! 34:09

17d ago34:09

34:09

In this week’s episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s firing of Lisa Cook and his battle with the Fed, Intel’s new deal with the U.S. government, a deep dive into the stock year so far, and the recent Cracker Barrel controversy. Subscribe 👉🏻 https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect w…

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Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22 1:02:23

21d ago1:02:23

1:02:23

In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the impact of Elon Musk’s politics, the battle with Waymo, and much more. They also discuss China’s status in the AV race, the future of autonomous EV ve…

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Powell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap! 15:14

24d ago15:14

15:14

In this week’s episode of The Weekly Wrap, Steve Eisman breaks down why Target, Macy’s, and other once-dominant retailers are struggling while Amazon and Costco continue to dominate. He also discusses Fed Chair Powell’s speech and gives an update on the slow week of earnings. Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 ht…

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Industrial Sector Explained: Data Center Growth & Rise of Vertiv | The Real Eisman Playbook Ep. 21 56:20

28d ago56:20

56:20

In this episode of The Real Eisman Playbook, Steve is joined by Steve Tusa from JP Morgan to discuss the industrial sector. They discuss the sector’s history and current themes, the rapid growth of data centers, the rise of Vertiv, and the lessons to learn from Honeywell and GE. 0:00:00 - Intro 0:01:56 - The Industrial Sector: History & Themes 0:04…

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The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap! 24:52

1M ago24:52

24:52

In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head into the fall. Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect wi…

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Steve Eisman Shares the Real Story Behind Predicting the 2008 Crash 1:00:00

1M ago1:00:00

1:00:00

In this episode of the Real Eisman Playbook, we're doing something a little different. In the past I've only interviewed guests, but today I'm going to be interviewed. For this endeavor I needed a real professional so I brought in Melissa Lee of CNBC. In this episode, we discuss the state of the market today, my early career, The Big Short (both th…

1
Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap! 19:04

1M ago19:04

19:04

In this week's episode of the Weekly Wrap, Steve Eisman breaks down Trump's aggressive tariff strategy, Apple's $600 billion investment, Palantir's explosive growth, how AI is disrupting the tech sector, and more. Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch epis…

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Venture Capital Revealed: Behind the Schemes They Haven’t Told You 50:35

1M ago50:35

50:35

In this episode of The Real Eisman Playbook, Steve Eisman and his guest, Stu Ellman of RRE Ventures, delve into the intricate world of venture capital, exploring its evolution, the impact of market crashes, and the changing dynamics of investment strategies. They discuss the rise and fall of tech valuations, the effects of the 2008 financial crisis…

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How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap! 22:45

2M ago22:45

22:45

In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnin…

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The Secrets of the Short Seller Part 2: The Blueprint for Strategy & Survival 1:01:31

2M ago1:01:31

1:01:31

In this episode, Steve Eisman interviews Brad Safalow, a seasoned short seller, discussing the intricacies of short selling, market structures, and specific case studies of companies like Freshpet, Trupanion, and Kinsale Insurance. They delve into the criteria for identifying short opportunities, the challenges faced in the current market, and the …

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Meme Stock Resurgence: Warning Signs or Just Noise? - The Friday Market Wrap! 24:02

2M ago24:02

24:02

In this episode of the The Weekly Wrap, Steve Eisman discusses the latest market trends, key earnings reports, and the dynamics of various industries including wireless, cable, and home building. He highlights the performance of major companies, the impact of economic factors on different sectors, and the resurgence of meme stocks. Subscribe to The…

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The Secrets of the Short Seller: How the Pros Spot Trouble 46:54

2M ago46:54

46:54

In this episode of The Real Eisman Playbook, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research, focusing on the intricacies of short selling and the factors that contribute to identifying potential shorts. They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, h…

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Earnings Season Kickoff, Bank Earnings & Nvidia China Greenlight — The Friday Market Wrap! 25:50

2M ago25:50

25:50

In this episode of The Weekly Wrap, Steve Eisman provides a comprehensive overview of the current stock market, particularly focusing on the earnings season, with detailed analyses of major banks like JPMorgan, Wells Fargo, Citigroup, and Goldman Sachs. Steve explains key financial metrics and their implications for bank valuations. He also touches…

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Why the Market's Surging Despite the Headlines 1:02:12

2M ago1:02:12

1:02:12

In this episode of The Real Eisman Playbook, Steve Eisman and Chris Verrone from Strategas discuss the current state of the market, analyzing trends, sentiment, and the performance of various sectors. They explore the importance of understanding market internals, the role of momentum in investing, and the implications of inflation on market dynamic…

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Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap! 32:16

2M ago32:16

32:16

In this episode of The Weekly Wrap, Steve Eisman discusses the recent passage of President Trump’s significant legislation, the implications of ongoing tariff discussions, and the current state of the stock market. He also addresses listener questions regarding investment strategies, market manipulation, and the role of money market funds. The epis…

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Don't Get Fooled Again: Pulitzer Winner Warns of Wall Street's Dark Side 55:43

2M ago55:43

55:43

In this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the AIG scandal, and the financial crisis. She highlights the role of private equity in modern finance and its impact on various industries, including healthcar…

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Jobs Shock, Bank Buyback Boom & AI Talent Wars — The Friday Market Wrap! 17:18

2M ago17:18

17:18

In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting significant economic indicators and trade relations. He delves into the implications of recent trade agreements and the performance of the banking sector, particularly in light of stress tests. The episode also features a mailbag segment where E…

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How CEOs Build Empires — Or Blow Them Up 1:04:47

3M ago1:04:47

1:04:47

In this episode of The Real Eisman Playbook, Steve Eisman hosts a panel of financial experts to discuss the characteristics of effective CEOs, the pitfalls of poor leadership, and the lessons learned from both good and bad CEOs in the financial services industry. The conversation covers notable figures like Jamie Dimon and Brian Moynihan, exploring…

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Bullish Signs Continue - The Friday Market Wrap! 15:34

3M ago15:34

15:34

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting the recent performance of the S&P 500 and NASDAQ, the impact of earnings reports from major companies, and the e…

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Is Capitalism Flawed? Fixing and Regulating Free Markets 1:03:36

3M ago1:03:36

1:03:36

In this conversation, Steve Eisman and John Cassidy explore the themes of capitalism and its critics, discussing historical perspectives, key figures like Marx, Keynes, and Friedman, and the evolution of economic thought. They delve into the financial crisis, the role of regulation, and the future of capitalism, emphasizing the need for a balanced …

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Earnings, Geopolitics, and Sectors - The Friday Market Wrap! 14:28

3M ago14:28

14:28

In this week's Market Wrap, Steve Eisman discusses the current state of the market, focusing on the lack of significant earnings reports and the impact of geopolitical events, particularly the Iran-Israel conflict. He delves into the challenges facing the solar sector due to legislative changes and the housing market's struggles amid rising interes…

1
Are We Building an AI Future We Can't Power? 57:41

3M ago57:41

57:41

In this episode of The Real Eisman Playbook, Steve Eisman interviews Sami Badri, Head of Investor Relations at Cisco, discussing the evolution of the tech landscape from 2015 to the present. They explore the rise of cloud computing, the significance of NVIDIA's chips in the AI revolution, and the development of large language models. The discussion…

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Market Resilience Amid Multiple Challenges - The Friday Market Wrap! 13:45

3M ago13:45

13:45

In this weekly wrap, Steve Eisman discusses the current state of the market, highlighting the decline in the S&P 500 and NASDAQ, the significant drop in China's exports to the US, and the implications of ongoing trade negotiations. He also covers inflation metrics, company news including Warner Brothers' restructuring and Apple's position in AI, an…

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Safe to Stay Invested? Decoding 2025 Stock Charts 59:22

3M ago59:22

59:22

In this episode of the Real Eisman Playbook, Steve Eisman interviews Todd Sohn, a technical strategist at Strategas. They delve into the world of technical analysis, discussing the importance of chart patterns, market trends, and sentiment analysis in trading. Todd explains how technical analysis serves as a supplement to fundamental analysis, help…

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A Skeptic's Guide to Cryptocurrency and Stablecoins 1:00:16

3M ago1:00:16

1:00:16

In this episode of his podcast, Steve Eisman interviews Rahul Jindal, a FinTech strategist at Autonomous, to discuss crypto, stablecoins, and payments. They delve into the evolution of crypto from 2009 to the present, discussing its correlation with traditional markets and its potential role as a financial asset. They also clarify the concept of st…

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Stablecoin and Instability with Trump and Musk - The Friday Market Wrap! 16:48

3M ago16:48

16:48

In this episode of the Real Eisman Playbook, Steve Eisman discusses the recent market trends, including a rally in the S&P and NASDAQ, the impact of tariff news, and the recovery journey of Wells Fargo. He also delves into the conflict between Elon Musk and President Trump, insights from the latest employment data, and reflections on market correct…

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Does China Own Apple? With Patrick McGee 52:30

3M ago52:30

52:30

In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China. Steve interviews Patrick McGee, author of ‘Apple in China,’ unraveling how Apple moved its production almost entirely to China by the end of 2010. The discussi…

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Spanning the Gamut of Financial Services with Dwight Collins. 1:09:14

4M ago1:09:14

1:09:14

In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm. They delve into the nuances of institutional sales, comparing the differences between bulge bracket and boutique firms. Dwight shares insights about financial services, …

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Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books 1:37:02

4M ago1:37:02

1:37:02

This is a bonus episode featuring a replay of 'The Noble Update' Twitter Spaces session hosted by George Noble @gnoble79 and co-host Dilley @DilleyCouture, who Steve Eisman joins as he discusses various topics, including the origins of his investment ideas, his thoughts on current market dynamics, and his perspective on housing and financial sector…

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The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings 13:28

4M ago13:28

13:28

In this week's The Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. Market Movements, Trade Updates, and Corporate Earnings: A Weekly Wrap with Steve EismanIn this episode of the Weekly Wrap, Steve Eisman reviews the latest market movements, including a significant rally this week with the S&P 500 up 6.5%…

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Five Things I Learned about Housing from Ivy Zelman! 8:01

4M ago8:01

8:01

In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared t…

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Analyzing Housing Market Trends with Ivy Zelman: Current Challenges and Future Outlook 55:42

4M ago55:42

55:42

In this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affor…

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The Weekly Wrap: Market Movements, Trade News, and Earnings Highlights! 18:18

4M ago18:18

18:18

A Weekly Wrap: Market Movements, Trade News, and Earnings HighlightsIn this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies…

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Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller 1:01:28

4M ago1:01:28

1:01:28

In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves. The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies ha…

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The Weekly Market Wrap: Mixed Earnings and Trade Uncertainty 14:48

4M ago14:48

14:48

In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of…

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Five Things I Learned from This Week's Episode on Banks! 4:22

4M ago4:22

4:22

Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape. Connect with Steve Eisman and access all things The Eisman Playbook:🌐 https:// linktr.ee/eismanplaybook→ Follow on socials, watch episodes, and get the latest updates — all in one…

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A Financial Crisis or Just a Bank Stock Correction? 59:09

5M ago59:09

59:09

In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com b…

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Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau 1:16:34

5M ago1:16:34

1:16:34

In this episode of the Eisman Playbook, host Steve Eisman engages in a thought-provoking conversation with Wolfgang Münchau, co-founder of Euro Intelligence and an expert on European economic affairs. The discussion centers on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Eu…

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How Netflix Revolutionized the Future of Media with Michael Nathanson 1:23:43

5M ago1:23:43

1:23:43

In this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on compan…

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Understanding the Financial Crisis: A Masterclass with Steve Eisman 1:09:51

5M ago1:09:51

1:09:51

In this episode of the Eisman Playbook, Steve Eisman delivers a masterclass on the 2008 financial crisis, breaking down its causes, including excessive leverage in large financial institutions, the collapse of subprime mortgages, systemic ownership of the failed asset class, and the role of derivatives. Steve discusses how banks’ leverage works, th…

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Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial Crisis 1:07:06

5M ago1:07:06

1:07:06

Steve Eisman, joined by former partners Danny Moses, Porter Collins, and Vincent Daniel, delve into recent market upheavals caused by President Trump's tariff announcements. They analyze the implications of these policies, the reaction of global markets, and the potential for a bear market. They also reminisce about their time depicted in The Big S…

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Trump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton of Strategas 1:00:12

5M ago1:00:12

1:00:12

Trump Announces Sweeping Tariffs, Calling It a "Declaration of Economic Independence" Join Big Short Investor Steve Eisman and special guest Dan Clifton from Strategas as they dissect the latest market turmoil caused by President Trump's unexpected tariff announcement. Recorded on April 3, 2025, this episode dives deep into the intricate implicatio…

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The Eisman Playbook Podcast Trailer 0:47

5M ago0:47

0:47

I'm Steve Eisman and welcome to my podcast The Eisman Playbook. In my 35 years of experience of investing in markets, I've seen many ups and downs. You might know me because I was depicted in the book The Big Short, by Michael Lewis and portrayed by Steve Carell in the movie of the same name. In this podcast, we are going to explore and analyze mar…