SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman revisits his SpaceX analysis and explains why he's skeptical about the company's valuation. He also covers Microsoft's move to token-based pricing for ...
5 Kesä 24min
Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62
On episode 62 of The Real Eisman Playbook, Steve Eisman opens with a sweeping overview of the entire AI landscape before sitting down with Gary Marcus to discuss the issues surrounding the industry. G...
1 Kesä 49min
The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the SpaceX IPO, how Nasdaq changed its own rules to fast-track SpaceX into indices, and why Elon Musk is reserving 30% of the offering for ...
29 Touko 20min
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disru...
25 Touko 1h 8min
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://premium.realeismanplaybook.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing ...
22 Touko 20min
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are do...
18 Touko 1h 18min
Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. S...
15 Touko 22min
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
On episode 59 of The Real Eisman Playbook, Steve Eisman sits down with Kelsey Zhu of Autonomous to discuss the collapse of FICO's decades-long monopoly on credit scores and what it means for homebuyer...
11 Touko 1h 14min
