Episodes

  • 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
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    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
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    31 mins
  • Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57

    Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
    Apr 27 2026
    Visit https://realeismanplaybook.com/ to sign up for our mailing list. On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global head of origination at Apollo, to get a firsthand look at what's going on inside one of the world's largest private credit operations. Chris breaks down why Apollo's exposure to software is among the lowest in the industry and why the private credit panic in the press tells only a small part of a much larger story. 00:00 - Sign Up For Our Mailing List! 00:41 - Intro 02:18 - What is Going On with Private Credit? 09:25 - Apollo's Exposure to Software 11:41 - Apollo's Origination Platform 20:38 - The Top 3 Platforms 25:30 - Apollo's Competitors 28:35 - Is the Industry Getting Sloppy? 31:02 - Apollo's Biggest Criticism 33:53 - Potential Credit Cycle 37:34 - Credit Funds 40:05 - Transparency & Disclosure 41:35 - Closing Thoughts 42:45 - 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
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    49 mins
  • Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

    Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
    Apr 24 2026
    On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the question everyone is asking: is a recession on the horizon? He also flags a major development in private credit, covers the battered health insurance sector, and shares why FICO's decades-long monopoly may finally be coming to an end. He also responds to two questions from viewers. Sign up for our mailing list here! https://realeismanplaybook.com/ 00:00 - Intro 01:57 - War in Iran Remains Opaque 02:25 - Private Credit Updates 03:30 - Airlines 03:55 - A Huge Week in Earnings 04:35 - Blackstone 05:58 - FICO 07:24 - Health Insurance 11:39 - Industrials 16:52 - Software 18:55 - Homebuilders 21:03 - Mailbag: A Government Debt Crisis 24:38 - Mailbag: The Recent AI/Software Selloff 29:55 - 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
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    34 mins
  • Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56

    Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
    Apr 20 2026
    On episode 56 of The Real Eisman Playbook, Steve Eisman sits down with Jeffrey Hirsch, author of the annual Stock Trader's Almanac. The two walk through the most important recurring patterns in the market while also discussing which patterns have stopped working, why Bitcoin has been a seasonal disappointment, and how human psychology ultimately drives market rhythms. 00:00 - Intro 01:35 - Story Behind The Stock Trader's Almanac 05:52 - Mid-Term Election Patterns 10:10 - Recurring Patterns 14:35 - Why Patterns Occur 23:45 - Sector Seasonality 27:02 - The January Effect 30:32 - Bitcoin 35:07 - Super Boom Pattern 40:18 - When the War Ends 43:04 - Private Credit 45:16 - 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
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    50 mins
  • Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

    Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
    Apr 17 2026
    On this episode of The Weekly Wrap, Steve Eisman breaks down what the latest bank earnings reveal about the true state of the U.S. economy. He also covers rising geopolitical tensions with Iran, market reactions, and what it all means for investors. Plus, he answers viewer questions on private credit, regional banks, and the evolving risks tied to AI and software. 00:00 - Intro 01:27 - Why I Don't Provide Trading Ideas 02:30 - Iran Updates 03:37 - Banks Reporting 17:26 - Mailbag: Private Credit & Regional Banks 20:17 - Mailbag: High Yield, Current Spreads, & Credit Quality 22:30 - Mailbag: AI & Software 24:16 - 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
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    28 mins
  • John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55

    John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
    Apr 14 2026
    On episode 55 of The Real Eisman Playbook, Steve Eisman sits down with retired U.S. Army officer John Spencer to discuss what is actually happening in the Iran war. John breaks down the four official objectives of the United States and also explores the broader geopolitical implications of the war. They also discuss the Iranian strategy, the Strait of Hormuz, NATO, and much more. 0:00:00 - Intro 0:02:50 - What's True and What's Not True? 0:10:00 - Where We're At Right Now 0:17:14 - Iran's Strategy 0:19:14 - The Strait of Hormuz 0:23:51 - The Official Objectives of the United States 0:37:45 - Israel's Objectives 0:41:16 - NATO 0:44:38 - Implications Beyond the Middle East 0:51:09 - Uranium 0:56:29 - Implications Within the Middle East 1:01:22 - The Final Word 1:02:31 - 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
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    1 hr and 8 mins
  • Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54

    Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
    Apr 13 2026
    On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren't ready to buy. 00:00 - Intro 01:16 - History of the Software Sector & Where We're At Now 16:19 - What Makes a Successful Software Company Today? 18:10 - Looking Ahead Two Years 26:43 - How Far Has Valuation Fallen? 29:34 - Stock Based Compensation 33:14 - Vertical Software Companies 37:15 - Private Equity & Private Credit 43:05 - Feedback From the Buy Side 46:00 - AI Native Strategies 50:13 - Nobody Loves Software Right Now 54:21 - 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
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    59 mins