The Real Eisman Playbook

• Steve Eisman Shares the Real Story Behind Predicting the 2008 Crash

  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 the trade and the movie), and my current interests.    0:00:00 - Intro 0:02:15 - The State of the Market Today 0:17:15 - My Early Career 0:21:58 - The Big Short Trade & The Housing Market Collapse 0:51:30 - The Next Armageddon 0:53:49 - My Highest Conviction Trades 0:56:55 - My Thoughts on Podcasting   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 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

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• Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!

  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 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

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

  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, and the current state of venture capital, particularly in relation to AI and tokenization. The discussion highlights the challenges and opportunities within the industry, emphasizing the importance of adaptability and foresight in navigating the ever-changing landscape of venture capital.    00:00 The Landscape of Venture Capital 02:41 The Evolution of RRE Ventures 05:52 Navigating Market Crashes 08:53 The Rise and Fall of Tech Valuations 11:46 The Impact of the 2008 Financial Crisis 14:46 The Go-Go Years of Venture Capital 17:50 The Changing Dynamics of Investment 20:46 The Current State of Venture Capital 23:35 The Future of AI and Tokenization  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 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 

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

  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 earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.    00:00 Tariff Turmoil: The Week's Major Economic News 03:54 Federal Reserve Decisions and Economic Indicators 07:41 Mergers and Acquisitions: Industry Shifts 11:54 Earnings Reports: Key Players and Market Reactions 15:42 Tech Giants: AI and Market Performance 20:00 Investor Insights: Portfolio Management and Strategy    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 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

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• The Secrets of the Short Seller Part 2: The Blueprint for Strategy & Survival

  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 lessons learned from both successful and unsuccessful shorts. The conversation emphasizes the importance of understanding market dynamics, risk management, and the emotional challenges of short selling.    Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690  Chapters 00:00 Introduction to Short Selling and Market Structure 03:30 The Four P's of Short Selling 06:40 Identifying Short Opportunities: Criteria and Categories 09:20 Case Study: Freshpet - A Short Thesis 18:30 Case Study: Trupanion - Analyzing the Short 22:40 Case Study: Kinsale Insurance - The Cult Stock 34:20 Lessons Learned from Short Selling  Learn more about Brad Safalow here https://www.pleaseactaccordingly.com/  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 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

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