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Steve Eisman

The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary 'Big Short' investor Steve Eisman.

realeismanplaybook.substack.comSource feed ↗10 episodes

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Why Europe Can't Fix Itself & Why It's Getting Worse with Wolfgang Munchau

Steve brings back Wolfgang Munchau, author of Kaput: The End of the German Economic Miracle, for a one year update on Europe's economic trajectory, which appears to have gotten worse, not better.

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The AI Trade, Rising Rates, and Why the Market Is Still Standing

Steve sat down with Jason Trennert and Chris Verrone to discuss the market's strength amidst current macro themes (Episode 73 August 17th, 2026).

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The AI Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap

Weekly Wrap released August 14, 2026

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Why the Iran War Is Stuck & What Comes Next with Steven Cook

This week, I sat down with Steven Cook from the Council of Foreign Relations to help me make sense of what's happening in the war and the Middle East.

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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington

This week, I sat down with Glenn Shore of Evercore and Ken Worthington of JP Morgan to help me make sense of a market sending off conflicting signals. (Episode 72, 8-10-2026)

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AI's Free Cash Flow Shrinks, Meta Struggles, & Space X disappoints

In this Weekly Wrap released August 7, 2026, Steven Discusses Correlated Bets, Evaporating Free Cash Flow, Earnings, and his personal TV Must Watch List With 150 Recommendations

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Streaming Hits Hollywood Hard: Here's Why with Producer Peter Hoffman

Steve sits down with Peter Hoffman, the Hollywood producer behind iconic films, for a deep dive into how movies used to get made and why streaming has destroyed the independent financing model

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250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom

On this episode of The Real Eisman Playbook, Steve Eisman sits down with Adrian Wooldridge, co-author of Capitalism in America written with former Federal Reserve Chairman Alan Greenspan.

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AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles| The Weekly Wrap

On this episode of The Weekly Wrap, Steve Eisman covers a massive earnings week headlined by Microsoft posting 30% EPS growth while Meta saw EPS fall 13%.

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The Real Estate Brokerage War, For-Profit Education, & the Art of the Short with Brad Safalow

Steve sits down with Brad Safalow, founder of PAA Research, to explore two sectors he believes are misunderstood and ripe for shorting: real estate brokerage and for-profit education

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