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The Real Eisman Playbook

The Real Eisman Playbook

By: Steve Eisman
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Summary

 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.Copyright ©2025 Steve Eisman Economics Leadership Management & Leadership Personal Finance
Episodes
  • S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap

    S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
    May 8 2026
    On this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite ongoing concerns about consumer weakness, war in Iran, and elevated valuations. Steve analyzes the latest results from companies including Palantir, AMD, Disney, Shopify, PayPal, Apollo, KKR, and Arista Networks, while also explaining why semiconductors, industrial power plays, and financials remain the market’s biggest drivers. Plus, Steve discusses Amazon’s expansion into logistics, GameStop’s surprise bid for eBay, private credit risks, and why traditional recession indicators still aren’t flashing red. 00:00 - Intro 00:53 - The Real Eisman Playbook Premium 03:42 - Iran War Updates 04:17 - Amazon vs FedEx & UPS 04:54 - GameStop vs eBay, Why Michael Burry Just Sold Everything 05:28 - Quarter Overview & Revenue/Earnings Growth, 08:34 - The S&P 500 Hits a 20% Operating Margin 10:21 - Palantir 12:16 - Transdigm 12:53 - KKR 13:19 - Apollo & Private Credit Fears Fade 15:19 - Eaton 15:52 - Rockwell Automation 16:22 - Diamondback Energy 16:53 - PayPal 17:43 - Fiserv 18:59 - Shopify 19:50 - Arista 20:30 - AMD 21:07 - Disney 22:25 - McDonald's & Shake Shack 22:55 - Whirlpool & Zillow 23:35 - Mailbag: Is a Shiller PE of 40 a Death Sentence for the Market? 25:36 - Outro Visit https://realeismanplaybook.com/ to sign up for our mailing list Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58

    Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
    May 4 2026
    On episode 58 of The Real Eisman Playbook, Steve Eisman sits down with Chris Verrone and Todd Sohn of Strategas to break down what the charts are really saying about this market in the aftermath of the Iran war swoon and rapid recovery. They discuss why semis, AI, banks, and power have come roaring back, why gold has struggled, and whether or not we're heading for a market melt-up. Visit https://realeismanplaybook.com/ to sign up for our mailing list. 00:00 - Intro 01:08 - What Has Happened in Recent Weeks? 08:37 - Tech: Semis, Equipment, & Software 21:30 - Financials: Banks & Private Equity 26:38 - Which Sectors Are Not Working: Healthcare & Defense Stocks 29:51 - Industrials: GE Vernova, Vertiv, & More 34:30 - The Energy Sector 35:35 - Last Words: Are We in a Melt-Up? 36:35 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    39 mins
  • Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap

    Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
    May 1 2026
    Visit https://realeismanplaybook.com/ to sign up for our mailing list. On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran. 00:00 - Intro 02:04 - Charter 06:20 - Iran War Updates 07:50 - The Post-March Rally 10:36 - Private Credit 12:18 - Blue Owl 13:36 - Domino's Pizza 14:51 - GM 15:45 - Starbucks 16:44 - Visa 17:38 - FICO 20:13 - Bookings 20:37 - Enphase 21:30 - Google, Microsoft, Meta, Amazon 24:22 - Lilly 24:52 - Industrials: Quanta & Caterpillar 26:19 - Apple 26:44 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    31 mins
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