Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22
In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the...
25 Aug 20251h 5min
Powell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap!
In this week’s episode of The Weekly Wrap, Steve Eisman breaks down why Target, Macy’s, and other once-dominant retailers are struggling while Amazon and Costco continue to dominate. He also discusses...
22 Aug 202517min
Industrial Sector Explained: Data Center Growth & Rise of Vertiv | The Real Eisman Playbook Ep. 21
In this episode of The Real Eisman Playbook, Steve is joined by Steve Tusa from JP Morgan to discuss the industrial sector. They discuss the sector’s history and current themes, the rapid growth of da...
18 Aug 202559min
The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!
In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-up...
16 Aug 202527min
Steve Eisman Shares the Real Story Behind Predicting the 2008 Crash
In this episode of the Real Eisman Playbook, we're doing something a little different. In the past I've only interviewed guests, but today I'm going to be interviewed. For this endeavor I needed a rea...
11 Aug 20251h 3min
Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!
In this week's episode of the Weekly Wrap, Steve Eisman breaks down Trump's aggressive tariff strategy, Apple's $600 billion investment, Palantir's explosive growth, how AI is disrupting the tech sect...
8 Aug 202521min
Venture Capital Revealed: Behind the Schemes They Haven’t Told You
In this episode of The Real Eisman Playbook, Steve Eisman and his guest, Stu Ellman of RRE Ventures, delve into the intricate world of venture capital, exploring its evolution, the impact of market cr...
4 Aug 202554min
How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!
In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews ma...
2 Aug 202525min
