Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
On episode 46 of The Real Eisman Playbook, Steve Eisman is joined by Columbia professor Daniel Guetta to discuss all things AI. The two of them break down exactly how these large language models work ...
16 Helmi 1h 3min
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in hea...
13 Helmi 22min
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silen...
9 Helmi 49min
Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman discusses silver’s collapse and forced liquidations, crypto's plunge, and the obliteration of software stocks. He also recommends two stocks (Charter &...
6 Helmi 28min
Jason Trennert on Populism, Policy & a Distorted Market System | The Real Eisman Playbook Ep 44
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Jason Trennert (Strategas). The two of them beak down how populism, policy decisions, and private capital have reshaped today’s m...
2 Helmi 52min
Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcar...
30 Tammi 26min
The Mystery of Stablecoins, Visa, & Fiserv’s Collapse with Ken Suchoski | The Real Eisman Playbook Episode 43
On this episode of The Real Eisman Playbook, Steve Eisman is joined by analyst Ken Suchoski to break down the world of payments. The two of them discuss the benefits and risks of stablecoins, why Visa...
26 Tammi 1h
The “Lone Wolf” Effect: Trump, Burry & a Market on Edge | The Weekly Wrap
In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks dow...
23 Tammi 21min
