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Steve Eisman Podcasts

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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 f ...
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Lemonade Stand

Vox Media Podcast Network

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Weekly
 
Three guys with the expertise to run a lemonade stand explain the world of business. a podcast by Aiden, Atrioc, and DougDoug. Part of the Vox Media Podcast Network.
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The Eisman Playbook

Don't Touch My Radio

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The 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 ex ...
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AND HERE’S MODI is an inside look at the man behind the microphone. Hosted by comedian, Modi (@modi_live), AHM features a raw and unfiltered side of the comedian rarely seen on stage. He always finds the funny as he navigates the worlds of comedy, trending topics, his personal life and spirituality. AHM is co-hosted by Periel Aschenbrand (@perielaschenbrand) and Leo Veiga (@leo_veiga_).
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Episode 162: Modi and Leo are joined by Steve Eisman (the Wall Street icon depicted in The Big Short) and his wife Valerie Feigen for an alluring conversation on doomsday predictions, personality hires, and what it means to be an "apikorus". Be sure to listen to their podcast, "The Real Eisman Playbook". For more information on the organizations di…
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On this week's show... Aiden has his Gen Z portfolio reviewed, DougDoug invests in Tech, and Atrioc gets told to calm down. Steve Eisman's Channel: https://www.youtube.com/@UCzQ2FFVe7m8yIgzXMZtlSjg We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the …
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Episode 164: Filmed live at 92NY, Modi is joined by Emmy Award–winning actor, producer, and advocate Debra Messing for a candid conversation on identity, advocacy, and how comedy can change the culture. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming s…
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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 characters around the chaos, the crash itself, and any parallels between what happened in 1929 and what's happening in…
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On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead. 00:00 - Intro 01:19 - Private Markets vs Public Markets 02:07 -…
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On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more. 00:00 - Intro 01:05 - Apple's New iPhone is Doing Well 01:42 - Earnings: AI Related Companies 05:06 - Earnings: …
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On this weeks show, we catch up with Primeagen about AI, Tech, and the future of programming.We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show!Episode: 34Recorded on: 10/20/25Clips Channel: https://www.youtube.com/channel/UCurXaZAZPKtl8EgH1ymu…
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Episode 163: Modi and Leo regroup in the studio to talk about everything from the homecoming of the hostages, to lunch with Diane von Furstenberg, to headlines in The New York Times — and how to cultivate your aura. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For a…
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On this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and…
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On this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce. 00:00 - Intro 00:53 - Trump's Tariffs Battle with China 01:5…
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On this week's show... Aiden answers a question, DougDoug talks of peace, and Atrioc brought some rocks. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 033 Recorded on: October 14th, 2025 Clips Channel: https://www.youtube.com/cha…
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On this episode of The Real Eisman Playbook, Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its relationship to politics and Steve’s time and stories as the head of the Wall Street Journal bureau of Russia during the 1990s Yeltsin era. …
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On this episode of The Weekly Wrap, Steve Eisman takes mailbag questions from viewers regarding the impact of AI on real life workers, the state of the housing market, CFA exams, and more. He also discusses recent market updates, Fifth Third Buying Comerica, and Apple's current situation. 00:00 - Intro 00:55 - Markets Reach All-Time Highs, OpenAI, …
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Please note: For a video version of the podcast, please check it out on YouTube: https://youtu.be/acwCoMV8jTE On this week's show... Aiden invests in the weather, Atrioc buys the Treasury, and DougDoug does his best Bono impersonation. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, an…
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In this episode of The Weekly Wrap, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research. They discuss why U.S. consumers are struggling. From rising auto loan delinquencies to ballooning credit card debt, consumers everywhere are feeling the pressure. They also discuss Opendoor, meme stocks, and the impact of AI. 00:00 - Intro 01:10 - Th…
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On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy, where Palantir fits into everything, and why Europe seems nowhere to be found. 00:00 - Intro 02:00 - Eightco Developments & OpenAI A…
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In this episode of The Weekly Wrap, Steve Eisman dives into the wild world of crypto. He discusses the recent market chaos and shenanigans, the rise of the AI revolution, and much more. He also answers a couple of mailbag questions from viewers. 00:00 - Intro 01:37 - Crypto Shenanigans & Market Chaos 06:00 - The AI Revolution 20:50 - Investing Duri…
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On this week's show... Aiden sparks up, DougDoug uses his expertise on horses, and Atrioc sees the through line. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 030 Recorded on: September 23rd, 2025 Clips Channel: https://www.youtu…
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In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH, which go far deeper than just rising medical care costs. They get into the problems with Optum, UNH's aggressive coding tactics, and of…
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In this episode of The Weekly Wrap, Steve Eisman discusses the Fed’s latest rate cut, the debate over Stablecoins, and the shocking assassination of Charlie Kirk. He also talks about the latest in the Luigi Mangione case and takes a couple of mailbag questions. 00:00 - Intro 00:45 - Luigi Mangione Terror Charges Dropped 01:34 - The Assassination of…
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Episode 161: Back by popular demand, Dovie Neuberger returns to discuss everything from Vacation Village gigs to Ferragamo Slides. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows visit www.modilive.com. Follow Modi on Instagram at @modi_live. Fol…
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On this week's show... Aiden works on a farm, DougDoug revisits Nepal, and Atrioc has some News... We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 029 Recorded on: September 16th, 2025 Clips Channel: https://www.youtube.com/channel…
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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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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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On this week's show... Aiden scrolls on his phone, DougDoug buys a website, and Atrioc tells us what it was like back in his day We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 028 Recorded on: September 9th, 2025 Clips Channel: ht…
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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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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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Episode 160: Modi & Leo come to you with another YouTube Live session! Be sure to subscribe to Modi's YouTube channel to catch the next time we are live! Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows visit www.modilive.com. Follow Modi on Insta…
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On this week's show... Aiden becomes a King Maker, Atrioc learns how to rig an election, and DougDoug tells us about DrugDrugs. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 027 Recorded on: September 02, 2025 Clips Channel: http…
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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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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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We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 026 Recorded on: August 26th, 2025 Clips Channel: https://www.youtube.com/channel/UCurXaZAZPKtl8EgH1ymuZgg Follow us TikTok - https://www.tiktok.com/@thelemonadecast Instagram - https…
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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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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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Episode 159: In this experimental episode (which aired live in real-time on Modi's YouTube channel) Leo and Modi sit down for an intimate chat covering everything from Labubus to Billy Joel, and what it's like to have a text conversation with Modi. Remember: Hydrate, Moisturize, and Be Nice! Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY…
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On this week's show... Atrioc defends America, DougDoug crashes Intel's party, and Aiden does some math. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 025 Recorded on: August 19th, 2025 Clips Channel: https://www.youtube.com/chan…
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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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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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On this week's show... Aiden calls in from Europe, DougDoug evaluates a cruise, and Atrioc looks for a new credit card. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 24 Recorded on: August 12th, 2025 Clips Channel: https://www.yo…
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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…
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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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On this week's show... Atrioc investigates some numbers, Aiden asks about jobs, and DougDoug invests for the memes. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 023 Recorded on: August 4th, 2025 Clips Channel: https://www.youtub…
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Episode 158: NYT best-selling author Jake Cohen visits the pod (for the third time!) to discuss our mutual love of salads, Gen Z jeans, and of course his most recent cookbook: Dinner Party Animal. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows v…
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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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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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On this week's show... Atrioc looks into the future, DougDoug doesn't talk about AI, and Aiden gives out more "financial advice". We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 22 Recorded on: July 29th, 2025 Clips Channel: https:…
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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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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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On this week's show... Aiden always pays his debts, Atrioc sees winter is coming, and DougDoug drinks and knows things. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 21 Recorded on: July 22nd, 2025 Clips Channel: https://www.yout…
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