# The Real Eisman PlaybookThe best episodes and moments

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

[Best AI podcasts](https://realalpha.app/best/ai-podcasts/)

Investing and business

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](https://realalpha.app/best/business-podcasts/#real-eisman-playbook), [No. 11 of 20 investing podcasts](https://realalpha.app/best/investing-podcasts/#real-eisman-playbook), [No. 4 of 9 finance podcasts](https://realalpha.app/best/finance-podcasts/#real-eisman-playbook) and [No. 37 of 75 interview podcasts](https://realalpha.app/best/interview-podcasts/#real-eisman-playbook).

- [Steve Eisman](https://realalpha.app/hosts/)

**New episodes**

A few times a week

**Latest**

Nov 6, 2026

**Moments cut**

19

**Episodes cut**

8

What its moments are about

- AI stocks & chips 7
- Markets & the economy 6
- Venture & private markets 5
- Data centers & energy 5
- Enterprise AI 4
- AI business models 2

## 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.

1. 01
   [Why Young Americans Feel Locked Out with the Lemonade Stand Podcast | The Real Eisman Playbook Ep 82](https://realalpha.app/v/pTFWpojm1dU/)
   Aidan McCaig and Brandon Ewing Nov 2, 2026 · 3 moments
   [Start with Software losses could leave private equity unable to refinance](https://realalpha.app/s/software-losses-could-leave-private-equity-unable-to/)
2. 02
   [Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81](https://realalpha.app/v/ZR5-znz_WcM/)
   Benn Steil Oct 26, 2026 · 3 moments
   [Start with U.S. debt faces a tougher market as rate-sensitive buyers grow](https://realalpha.app/s/u-s-debt-faces-a-tougher-market-as-rate-sensitive-buyers/)
3. 03
   [The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27](https://realalpha.app/v/PT6payqqvuk/)
   Dan Ives Sep 29, 2025 · 3 moments
   [Start with Big tech can fund AI spending before adoption scales](https://realalpha.app/s/big-tech-can-fund-ai-spending-before-adoption-scales/)
4. 04
   [2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40](https://realalpha.app/v/KByibe1S6l8/)
   Dan Ives and Chris Verrone Jan 5, 2026 · 3 moments
   [Start with AI adoption is early, but power and scaling remain constraints](https://realalpha.app/s/ai-adoption-is-early-but-power-and-scaling-remain/)
5. 05
   [Andrew Ross Sorkin on the Crash of 1929 & The Parallels We See Today | The Real Eisman Playbook](https://realalpha.app/v/Yp6EggtUBYI/)
   Andrew Ross Sorkin Oct 27, 2025 · 2 moments
   [Start with Fed political pressure worsened the Depression](https://realalpha.app/s/fed-political-pressure-worsened-the-depression/)
6. 06
   [Market Cracks Under AI Debt Burden | The Weekly Wrap](https://realalpha.app/v/y45yqiCdfI4/)
   Oct 16, 2026 · 2 moments
   [Start with Bank credit data does not yet show a broad downturn](https://realalpha.app/s/bank-credit-data-does-not-yet-show-a-broad-downturn/)
7. 07
   [Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80](https://realalpha.app/v/bjikXzIJqSM/)
   Danny Moses Oct 19, 2026 · 2 moments
   [Start with AI financing echoes the warehouse lines behind subprime](https://realalpha.app/s/ai-financing-echoes-the-warehouse-lines-behind-subprime/)
8. 08
   [The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70](https://realalpha.app/v/SWEzkOMe4tY/)
   Dan Ives and Gil Luria Jul 27, 2026 · 1 moment
   [Start with Google has turned AI from a search threat into a growth driver](https://realalpha.app/s/google-has-turned-ai-from-a-search-threat-into-a-growth/)

## Best moments from The Real Eisman Playbook

From its most-watched episodes, best first. Each plays right here.

1. The Real Eisman Playbook · Nov 2, 2026 · 7 min
   **[Software losses could leave private equity unable to refinance](https://realalpha.app/s/software-losses-could-leave-private-equity-unable-to/)**
   > “So now all these companies are going to start to refinance starting next year.”
   The Real Eisman Playbook [39:49](https://realalpha.app/v/pTFWpojm1dU/#t=2389)
2. The Real Eisman Playbook · Oct 27, 2025 · 4 min
   **[Fed political pressure worsened the Depression](https://realalpha.app/s/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 Playbook [44:09](https://realalpha.app/v/Yp6EggtUBYI/#t=2649)
3. The Real Eisman Playbook · Oct 16, 2026 · 5 min
   **[Bank credit data does not yet show a broad downturn](https://realalpha.app/s/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 Playbook [14:54](https://realalpha.app/v/y45yqiCdfI4/#t=894)
4. The Real Eisman Playbook · Oct 19, 2026 · 4 min
   **[AI financing echoes the warehouse lines behind subprime](https://realalpha.app/s/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 Playbook [18:10](https://realalpha.app/v/bjikXzIJqSM/#t=1090)
5. The Real Eisman Playbook · Oct 26, 2026 · 6 min
   **[U.S. debt faces a tougher market as rate-sensitive buyers grow](https://realalpha.app/s/u-s-debt-faces-a-tougher-market-as-rate-sensitive-buyers/)**
   > “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 Playbook [24:48](https://realalpha.app/v/ZR5-znz_WcM/#t=1488)
6. The Real Eisman Playbook · Jul 27, 2026 · 4 min
   **[Google has turned AI from a search threat into a growth driver](https://realalpha.app/s/google-has-turned-ai-from-a-search-threat-into-a-growth/)**
   > “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 Playbook [21:35](https://realalpha.app/v/SWEzkOMe4tY/#t=1295)

## The 8 guests we’ve cut

- [Dan Ives](https://realalpha.app/people/dan-ives/) Partner & senior managing director, tech analyst, Yorkville Ives 10 moments
- [Brandon Ewing](https://realalpha.app/people/brandon-ewing/) Content creator & co-host, Lemonade Stand 6 moments
- [Danny Moses](https://realalpha.app/people/danny-moses/) Founder, Moses Ventures 5 moments
- [Benn Steil](https://realalpha.app/people/benn-steil/) Senior fellow & director of international economics, Council on Foreign Relations 4 moments
- [Chris Verrone](https://realalpha.app/people/chris-verrone/) 4 moments
- [Andrew Ross Sorkin](https://realalpha.app/people/andrew-ross-sorkin/) Co-anchor & columnist, CNBC & The New York Times 2 moments
- [Gil Luria](https://realalpha.app/people/gil-luria/) 1 moment
- Aidan McCaig 6 moments

## Recent episodes

- The Real Eisman Playbook
  **[Why Young Americans Feel Locked Out with the Lemonade Stand Podcast | The Real Eisman Playbook Ep 82](https://realalpha.app/v/pTFWpojm1dU/)**
  Aidan McCaig & Brandon Ewink · Lemonade Stand
  [33:22](https://realalpha.app/v/pTFWpojm1dU/#t=2002) of 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](https://realalpha.app/v/ZR5-znz_WcM/)**
  Benn Steil · Director of International Economics, Council on Foreign Relations
  [20:05](https://realalpha.app/v/ZR5-znz_WcM/#t=1205) of 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](https://realalpha.app/v/bjikXzIJqSM/)**
  Danny Moses · Host, On The Tape
  [16:50](https://realalpha.app/v/bjikXzIJqSM/#t=1010) of 39:35 · Oct 19
- The Real Eisman Playbook
  **[Market Cracks Under AI Debt Burden | The Weekly Wrap](https://realalpha.app/v/y45yqiCdfI4/)**
  [12:47](https://realalpha.app/v/y45yqiCdfI4/#t=767) of 22:29 · Oct 16
- The Real Eisman Playbook
  **[The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70](https://realalpha.app/v/SWEzkOMe4tY/)**
  Dan Ives & Gil Luria
  [20:22](https://realalpha.app/v/SWEzkOMe4tY/#t=1222) of 51:56 · Jul 27
- The Real Eisman Playbook
  **[2026 Predictions with Dan Ives and Chris Verrone | The Real Eisman Playbook Episode 40](https://realalpha.app/v/KByibe1S6l8/)**
  Dan Ives & Chris Verrone
  [8:51](https://realalpha.app/v/KByibe1S6l8/#t=531) of 1:04:45 · Jan 5

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