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Steve Eisman

The Real Eisman Playbook

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Real Alpha has cut 12 moments of Steve Eisman (The Real Eisman Playbook) talking, from 4 interviews on The Real Eisman Playbook and Prof G Markets, the latest published Nov 2, 2026.

What Steve Eisman said

  1. 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

    1. 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.”
      at 39:49
    2. 27:28

      AI agents could threaten banks’ deposit funding

      “If I do nothing, Schwab will pay me 20 basis points on my cash.”
      at 28:22
    3. 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.”
      at 20:39
    4. 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”
      at 17:50
    5. 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.”
      at 46:25
    6. 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.”
      at 25:00

  2. Prof G Markets ·

    Steve Eisman: Here's What Anthropic Isn't Telling You

    2 moments · 8 min

    1. 2:15

      Q3 numbers reveal Anthropic’s growth slowed after token maxing

      “Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%. And the revenue divided by compute goes from 2.08 to 1.7.”
      at 4:19
    2. 5:42

      Anthropic’s commitments raise costs while price cuts test its moat

      “when you commit to $800 billion, your expenses are going up.”
      at 6:41

  3. The Real Eisman Playbook ·

    Market Cracks Under AI Debt Burden | The Weekly Wrap

    3 moments · 10 min

    1. 12:47

      Bank credit data does not yet show a broad downturn

      “We certainly saw large increases in consumer non-accruals leading up to the GFC. We are not seeing that now at all.”
      at 14:54
    2. 4:34

      AI data-center debt is testing confidence in the boom Pro pick

      “Its market cap is only $43 billion, but it has taken on $35 billion plus in debt, and it has additional capital lease obligations of $10 billion.”
      at 4:59
    3. 20:08

      Bank valuations rely on a strong investment-banking cycle

      “To invest in banks at these valuation levels requires you assuming that the investment banking cycle remains very strong.”
      at 21:45

  4. The Real Eisman Playbook ·

    2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40

    1 moment · 3 min

    1. 28:13

      Housing affordability depends on local supply barriers

      “The problem with affordability in the United States is local. It's all local.”
      at 29:21

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