Investing and business
The Real Eisman Playbook: The best episodes and moments
The Real Eisman Playbook is an investing and business show, hosted by Steve Eisman, with a new episode a few times a week.
19 moments cut from 8 episodes, mostly on AI stocks & chips and markets & the economy.
No. 18 of 29 business podcasts, No. 11 of 20 investing podcasts, No. 4 of 9 finance podcasts and No. 37 of 75 interview podcasts.
- New episodes
- A few times a week
- Latest
- Nov 6, 2026
- Moments cut
- 19
- Episodes cut
- 8
What its moments are about
- AI stocks & chips7
- Markets & the economy6
- Venture & private markets5
- Data centers & energy5
- Enterprise AI4
- AI business models2
The best Real Eisman Playbook episodes
Ranked as our lists rank shows: a point for each best minute we cut from it and one more when an AI builder is talking, multiplied by how many people watched it on YouTube.
- 01
- 02
- 03
- 04
- 05
- 06
- 07
- 08
Best moments from The Real Eisman Playbook
From its most-watched episodes, best first. Each plays right here.
Software losses could leave private equity unable to refinance
“So now all these companies are going to start to refinance starting next year.”
The Real Eisman Playbook39:49 Fed political pressure worsened the Depression
“there was an incentive to sit on their hands because they thought that politically it might not be palatable”
The Real Eisman Playbook44:09 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.”
The Real Eisman Playbook14:54 AI financing echoes the warehouse lines behind subprime
“The minute the thing started to drift lower, you and I both know what happened, Wall Street started to pull the warehouse lines.”
The Real Eisman Playbook18:10 U.S. debt faces a tougher market as rate-sensitive buyers grow
“the more debt we issue, the more interest-rate-sensitive investors we have to attract into the market to buy our debt.”
The Real Eisman Playbook24:48 Google has turned AI from a search threat into a growth driver
“So this whole notion that search is dying, instead of it dying, it accelerated. Why? Because they're using AI to sell us more ads for more money.”
The Real Eisman Playbook21:35
The 8 guests we’ve cut
- Dan IvesPartner & senior managing director, tech analyst, Yorkville Ives10 moments
- Brandon EwingContent creator & co-host, Lemonade Stand6 moments
- Danny MosesFounder, Moses Ventures5 moments
- Benn SteilSenior fellow & director of international economics, Council on Foreign Relations4 moments
- Chris Verrone4 moments
- Andrew Ross SorkinCo-anchor & columnist, CNBC & The New York Times2 moments
- Gil Luria1 moment
- Aidan McCaig6 moments
Recent episodes
The Real Eisman PlaybookWhy Young Americans Feel Locked Out with the Lemonade Stand Podcast | The Real Eisman Playbook Ep 82
Aidan McCaig & Brandon Ewink · Lemonade Stand
33:22of 57:36 · Nov 2- The Real Eisman Playbook
Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81
Benn Steil · Director of International Economics, Council on Foreign Relations
20:05of 49:43 · Oct 26 - The Real Eisman Playbook
Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
Danny Moses · Host, On The Tape
16:50of 39:35 · Oct 19 - The Real Eisman Playbook
Market Cracks Under AI Debt Burden | The Weekly Wrap
12:47of 22:29 · Oct 16 - The Real Eisman Playbook
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
Dan Ives & Gil Luria
20:22of 51:56 · Jul 27 - The Real Eisman Playbook
2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40
Dan Ives & Chris Verrone
8:51of 1:04:45 · Jan 5
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