Guest
Brandon Ewing
Content creator & co-host, Lemonade Stand
Breaks down business and tech news on Lemonade Stand and Big A, drawing on his marketing background.
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Real Alpha has cut 6 moments from an interview with Brandon Ewing (Content creator & co-host, Lemonade Stand) on The Real Eisman Playbook published Nov 2, 2026.
From this interview
The Real Eisman Playbook · Why Young Americans Feel Locked Out with the Lemonade Stand Podcast | The Real Eisman Playbook Ep 82
6 moments · 27 min
- 33:22
Software losses could leave private equity unable to refinance Pro pick
“So now all these companies are going to start to refinance starting next year.”
Steve Eisman · at 39:49 - 27:28
AI agents could threaten banks’ deposit funding
“If I do nothing, Schwab will pay me 20 basis points on my cash.”
Steve Eisman · at 28:22 - 19:36
CoreWeave’s 15% debt cost threatens data center economics
“And you ain't building no data center with 15% debt. Forget it. It just doesn't pencil out anymore.”
Steve Eisman · at 20:39 - 17:02
AI exposure spans 65% of the S&P and much of bond issuance
“40% of the S&P is tech. And then if you add up all the companies like Google and Amazon”
Steve Eisman · at 17:50 - 42:37
Eisman says Walter routed policyholder money to a controlled entity
“He took policyholder money, he lent it to an entity that he controlled, and that entity bought the L.A. Dodgers and the L.A. Lakers.”
Steve Eisman · at 46:25 - 23:41
AI firms may use safety rules to block cheaper Chinese models
“And the Chinese open weight models are literally one-tenth the price.”
Steve Eisman · at 25:00
- 33:22