The Real Eisman Playbook Podcast Transcripts
Steve Eisman · 140 episodes with transcripts
The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman.
Spoken has transcripts of 140 The Real Eisman Playbook episodes, with the speakers named. The newest listed here is from October 19, 2026.
Every The Real Eisman Playbook transcript in one script
140 episodes of The Real Eisman Playbook have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:
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Latest The Real Eisman Playbook transcripts
Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
October 19, 2026
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Steve Eisman (1:05)
Hi, this is Steve Eisman. Welcome to another episode of The Real Eisman Playbook. I'm really pleased to say I have a recurring guest, an old friend, former partner for my big short days at FromPoint, and who is now also a podcaster, Danny Moses, who runs a podcast called On The Tape. Danny, welcome back.
- Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
- Market Cracks Under AI Debt Burden | The Weekly Wrap
- Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
- Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap
- 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
- Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
- What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
- The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
- Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
- Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
- The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
- AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
- P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
- Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
- The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
- AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
- Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
- SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
- The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap
- The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
- AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
- Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap
- Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
- John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
- Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
- Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
- Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
- The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap
- Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
- The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap
- The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
- Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap
- Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50
- 2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
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