The Real Eisman Playbook

• NVIDIA’S Explosive Growth Can’t Hide the Market’s AI Panic | The Weekly Wrap

  On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions. 00:00 - Intro 01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why? 06:50 - Oracle 07:40 - Home Depot 09:13 - Lowe's 09:59 - Target 10:47 - Walmart 12:46 - Blue Owl 14:15 - Mailbag: Is the 2%/20% Fair? 16:34 - Mailbag: Identifying When a Stock Has Reached Fair Value 18:23 - Mailbag: The Indian Stock Market 19:20 - Mailbag: Progressive 20:37 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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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• Inside Publishing’s Big Shakeup: AI, TikTok & the Battle Ahead | The Real Eisman Playbook Episode 34

  On this episode of The Real Eisman Playbook, Steve Eisman is joined by Regina Brooks (Serendipity Literary Agency), Jennifer Weis (The Weis Agency), and Anthony Ziccardi (Post Hill Press) to discuss the ever-changing publishing industry. From the influence of BookTok to the increasing use of AI tools, the entire ecosystem is rapidly transforming. The four of them explore their concerns, their hopes, and what the industry might look like in the future. 00:00 - Intro 02:27 - How the Industry Has Changed 09:52 - The Power Shifts Between Agents, Publishers, and Editors 17:52 - What Makes an Unbelievable Book & How Data Factors In 25:30 - How AI Has Changed Everything 36:35 - What We're Most Worried About & Most Excited About 46:07 - The TikTok Effect 49:44 - Distribution & The Future of Publishing 56:15 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Learn more about your ad choices. Visit megaphone.fm/adchoices

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• The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap

  On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro 01:05 - Life Update 01:40 - The Government Shutdown Finally Ends 02:22 - Only 10 Companies Reported This Week 02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks 06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More 13:55 - Mailbag: Why We're in an M&A Advisory Boom 14:58 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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. On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave, Cisco, Circle, and more. 00:00 - Intro 01:05 - Life Update 01:40 - The Government Shutdown Finally Ends 02:22 - Only 10 Companies Reported This Week 02:46 - Consumers Are Still Struggling, Burry's Warning About AI, and Big Banks 06:26 - Earnings: CoreWeave, Disney, Paramount, Cisco, Circle, and More 13:55 - Mailbag: Why We're in an M&A Advisory Boom 14:58 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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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• The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33

  On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, and how investors should be thinking about this shifting landscape.    00:00 - Intro 01:50 - What's Going On with Some of These Struggling Stocks? 10:35 - Who is Taking the Biggest Hit Right Now? 13:30 - Apollo 18:44 - CEOs 28:14 - Bank of America 33:10 - CitiBank 42:36 - Asset Management & Tokenization    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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• Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap

  On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space), FICO & credit bureaus, and more.     00:00 - Intro 01:10 - A Volatile Week in the Market 02:03 - Inside the K Shaped Economy: Are We Prone For a Downturn? 05:05 - Zohran Mamdani Elected Mayor of New York 05:50 - Earnings: AI-Related Companies 14:05 - Earnings: Non AI-Related Companies 19:40 - What is Going on With FICO and the Credit Bureaus? 21:48 - How Does Money Creation/Fractional Reserve Banking Really Work? 23:27 - Outro    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU    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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