Free Daily Podcast Summary
The Real Eisman Playbook: Daily Summaries Delivered
by Steve Eisman
The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago27 min
Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke. Steve then delivers a deep dive into private equity's overexposure to software buyouts, why the SAASpocalypse has cut valuations by 50% or more, and why the refinancing wall coming in 2027 will likely wipe out equity in many of these deals. He closes with three mailbag questions covering oil-driven inflation, AI regulation, and how the Moody's securitization database gave him the confidence to short subprime paper back in 2006. 00:00 - Intro 01:59 - Iran War Updates 02:28 - More Negative News For FICO 04:20 - Analysis of Private Equity & Private Credit's Exposure to Software 18:14 - Mailbag: Raising Rates 19:48 - Mailbag: AI Regulation 20:43 - Mailbag: MBS 22:51 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 6 days ago46 min
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
On episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like from within a major technology company. Sam explains why he believes we are still very early in AI adoption, with roughly 90% of users stuck at the basic prompt stage and very few having progressed to skills files or AI agents. 00:00 - Intro & Sam’s Background 03:35 - What Cisco Does 05:58 - Cisco Revenue Growth & What’s Changed 12:40 - How AI Factors In 14:18 - Cisco vs Arista 16:04 - The Negativity Surrounding the AI Story 29:16 - Data Center Pushback 34:24 - What Sam Brought to Cisco 36:43 - Last Word on Cisco & the Sector 40:22 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago28 min
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses why the off-balance sheet financing techniques that caused Enron's collapse and amplified the GFC are back in full force in the AI world. He also covers the Ten Year yield breaching 5.1%, Paramount being cleared for takeoff with WB, troubling news from Oracle & Blue Owl, Meta's Muse agentic AI agent, and much more. 00:00 - Intro 02:42 - War in Iran, Oil Prices, & Interest Rates 03:43 - Troubling News From Oracle & Blue Owl 04:29 - Paramount Cleared For Take Off 05:40 - Softbank Junk Borrowing 06:23 - AI Circular Financing 20:00 - Meta's Muse 22:46 - Mailbag: Shorting Against the Box 24:30 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago51 min
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack newsletter writer, for a wide-ranging conversation covering Scott Bessent's attempt to repress interest rates, the yen carry trade, the Tesla/SpaceX struggles, and much more. 00:00 - Intro 01:18 - Scott Bessent & Interest Rates 13:00 - The AI Ecosystem 21:35 - The Dollar Yen Trade 30:57 - The Current Investing Environment 36:33 - Tesla & SpaceX 46:14 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 2 weeks ago24 min
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman explains why the recent extinction warnings from Dario Amodei and Sam Altman are not genuine concerns about superintelligence, but rather a deliberate shell game designed to invite government regulation and create pricing moats. Steve also covers the Fed raising rates 25 basis points to a range of 3.75%-4%, the Senate blocking the Clarity Act, an update on his FICO short, and answers two mailbags on how individual investors can diversify away from AI exposure without abandoning equities. 00:00 - Intro 01:55 - Iran War Updates 02:14 - Fed Raises Rates 04:47 - FICO Short Update 07:08 - Crypto Takes a Hit 07:53 - The AI Extinction Warnings 15:36 - Mailbag: P&C Insurance 19:36 - Mailbag: Growth in Europe 21:03 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 2 weeks ago53 min
The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
On episode 75 of The Real Eisman Playbook, Steve Eisman sits down with his former Big Short partners Vincent Daniel and Porter Collins for a wide-ranging conversation covering the bond market, Scott Bessent's Treasury buyback program, the OpenAI risk, gold, and more. They also pull back the curtain on the mechanics of modern hedge fund shorting and share two live short ideas. 00:00 - Intro 00:50 - Scott Bessent & the Treasury 12:57 - AI 21:55 - Shorting 38:10 - Golar & Glass House 45:21 - Last Words Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 3 weeks ago24 min
AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the ten-year yield breaching 4.9%, the recent AI doomsday fears, OpenAI's surprise price cut on its latest model, Oracle's strong 30% revenue growth, Tesla's disappointing robotaxi event that sent the stock down 6%, and much more! 00:00 - Intro 02:51 - Iran War Updates 03:33 - Scott Bessent 06:59 - Will AI Destroy Us All? 08:57 - Tesla's Robotaxi Announcement Disappoints 10:22 - The Ed Zitron Interview 13:14 - OpenAI Cuts Their Prices 14:40 - Qualcomm & Amazon Make an Arrangement 16:16 - Oracle Reports 17:15 - Bill Pulte Goes After FICO Again 17:56 - Macy's & GameStop Report 19:28 - Mailbag: Gold 20:58 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
- 3 weeks ago46 min
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 74 of The Real Eisman Playbook, Steve Eisman sits down with Ryan Tunis, property and casualty insurance analyst at Cantor, for a comprehensive deep dive into personal lines, commercial lines, reinsurance, and insurance brokers. Ryan explains why he's cautious on personal lines as new driver assistance technology drives down accident rates and pricing, why the commercial lines market is entering a soft cycle that favors travelers over Chubb, and why AIG is the most interesting self-help story in the group trading near book value. 00:00 - Intro 01:54 - Parts & Dynamics of the P&C Sector 12:35 - Personal Lines 16:33 - Commercial Lines 30:31 - Reinsurance 32:32 - Insurance Brokers & AI Risk 36:10 - Trupanian 38:28 - Kinsale 41:30 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices
Get The Real Eisman Playbook summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
InvestTalk
Daily stock market and investment advice covering portfolios, retirement, inflation, and economic trends through listener-driven analysis.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
Prof G Markets
Daily market news and analysis on earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
Expert Intelligence with Paul Estes
Explores the intersection of human expertise and AI in shaping the future of work through interviews with industry leaders and innovators.
How I Invest with David Weisburd
Interviews with top institutional investors about their strategies and decision-making.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
WSJ's Take On the Week
Weekly analysis of markets, the economy, and finance from Wall Street Journal reporters Telis Demos and Miriam Gottfried.
The Best One Yet
A daily 20-minute podcast breaking down the three key business stories with sharp, accessible takes.
The Kevin Rose Show
Conversations with experts in tech, science, and performance to uncover unconventional wisdom for personal and professional growth.
Pivot
Sharp, unfiltered analysis of tech, business, and politics with bold predictions and lively debate.
Me, Myself, and AI
Leaders from top companies share real-world strategies for turning artificial intelligence into measurable business results.
Know Your Risk Podcast
A financial podcast exploring investment risk, portfolio strategies, and market insights beyond traditional Wall Street approaches.
About The Real Eisman Playbook
The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Real Eisman Playbook in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Real Eisman Playbook daily summary?
It's a free AI-powered email that summarizes new episodes of The Real Eisman Playbook as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Real Eisman Playbook podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Real Eisman Playbook product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Steve Eisman.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Real Eisman Playbook release new episodes?
The Real Eisman Playbook publishes 2x weekly. Our AI generates a summary within hours of each new episode.
What topics does The Real Eisman Playbook cover?
The Real Eisman Playbook covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Real Eisman Playbook summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.