# Brandon Ewing

Markdown copy of https://realalpha.app/people/brandon-ewing/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

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.

- Role: Content creator & co-host, Lemonade Stand
- About: Breaks down business and tech news on Lemonade Stand and Big A, drawing on his marketing background.
- On X: https://x.com/Atrioc

## From this interview

- [Software losses could leave private equity unable to refinance](https://realalpha.app/s/software-losses-could-leave-private-equity-unable-to/)
  The Real Eisman Playbook · Nov 2, 2026 · 7 min
  > “So now all these companies are going to start to refinance starting next year.” — Steve Eisman · [39:49](https://realalpha.app/v/pTFWpojm1dU/?t=2389)
- [AI agents could threaten banks’ deposit funding](https://realalpha.app/s/ai-agents-could-threaten-banks-deposit-funding/)
  The Real Eisman Playbook · Nov 2, 2026 · 6 min
  > “If I do nothing, Schwab will pay me 20 basis points on my cash.” — Steve Eisman · [28:22](https://realalpha.app/v/pTFWpojm1dU/?t=1702)
- [CoreWeave’s 15% debt cost threatens data center economics](https://realalpha.app/s/coreweaves-15-debt-cost-threatens-data-center-economics/)
  The Real Eisman Playbook · Nov 2, 2026 · 3 min
  > “And you ain't building no data center with 15% debt. Forget it. It just doesn't pencil out anymore.” — Steve Eisman · [20:39](https://realalpha.app/v/pTFWpojm1dU/?t=1239)
- [AI exposure spans 65% of the S&P and much of bond issuance](https://realalpha.app/s/ai-exposure-spans-65-of-the-s-p-and-much-of-bond-issuance/)
  The Real Eisman Playbook · Nov 2, 2026 · 2 min
  > “40% of the S&P is tech. And then if you add up all the companies like Google and Amazon” — Steve Eisman · [17:50](https://realalpha.app/v/pTFWpojm1dU/?t=1070)
- [Eisman says Walter routed policyholder money to a controlled entity](https://realalpha.app/s/eisman-says-walter-routed-policyholder-money-to-a-controlled/)
  The Real Eisman Playbook · Nov 2, 2026 · 6 min
  > “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 · [46:25](https://realalpha.app/v/pTFWpojm1dU/?t=2785)
- [AI firms may use safety rules to block cheaper Chinese models](https://realalpha.app/s/ai-firms-may-use-safety-rules-to-block-cheaper-chinese/)
  The Real Eisman Playbook · Nov 2, 2026 · 3 min
  > “And the Chinese open weight models are literally one-tenth the price.” — Steve Eisman · [25:00](https://realalpha.app/v/pTFWpojm1dU/?t=1500)

## The episode

- [Why Young Americans Feel Locked Out with the Lemonade Stand Podcast | The Real Eisman Playbook Ep 82](https://realalpha.app/v/pTFWpojm1dU/) · The Real Eisman Playbook · Nov 2, 2026