The Shutdown Ends, Burry’s New AI Warning & Disney Stumbles | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman breaks down the end of the government shutdown, Michael Burry's warning about AI accounting, Disney & Paramounts struggles, and earnings from CoreWeave...
14 Nov 202519min
The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what...
10 Nov 20251h 1min
Cracks Beneath the AI Boom: Is the U.S. Economy Heading For a Downturn? | The Weekly Wrap
On this episode of The Weekly Wrap, Steve Eisman recaps a volatile week in the market and discusses Zohran Mamdani becoming mayor of New York, the latest in earnings (both in the AI and non-AI space),...
9 Nov 202527min
Inside the Cannabis Comeback: How One Company is Beating a Broken Market | The Real Eisman Playbook
On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once pr...
3 Nov 202549min
The AI Boom Rolls On: AI Partnerships Pay Off as Stocks Soar & Meta, Google & Microsoft Go All-In
On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the ...
31 Okt 202522min
Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook
On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west mark...
27 Okt 202554min
Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI
On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from...
26 Okt 202559min
The K-Shaped Reality: AI Booms While Housing & Tesla Struggle | The Weekly Wrap
On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Te...
24 Okt 202521min
