The Real Eisman Playbook

On this episode of The Real Eisman Playbook, we're doing something a little different. This week, Steve Eisman is joined by the team behind Glass House Brands to discuss the cannabis sector, a once promising corner of the market that has recently been left in the dust. They also discuss the challenges facing the industry, how policy shifts could reshape the future of weed, and much more.    00:00 - Intro 03:45 - Glass House Brands 16:10 - Illegal Competition 18:45 - The ICE Operation at Glass House's Facility 25:33 - Returning Back to Normal Production 27:45 - How Cannabis is Regulated By the Federal Government 44:12 - How Many More Facilities Could Glass House Take On?    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 ©2025 Steve Eisman 

On this episode of The Weekly Wrap, Steve Eisman breaks down everything happening in the market this week. He discusses earnings for both AI and non-AI related companies. He also gives updates on the US/China trade deal, the Fed cutting rates again, Amazon laying off 14,000 workers, and more.    00:00 - Intro 01:01 - The Trade Deal Between the US and China 01:31 - The Fed Cuts Rates Again 02:29 - AI Announcements 04:14 - Amazon Lays of 14,000 Workers to Invest in AI 04:29 - Earnings: Microsoft, Meta, Google, Amazon, Apple 10:42 - Non AI Earnings: Homebuilders, UnitedHealthcare, Payments, Solar, Cellular, Chipotle, Starbucks, Eli Lilly, Carvana 19:13 - Outro   Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU    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 ©2025 Steve Eisman 

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Andrew Ross Sorkin, whose new book "1929" is out now. The two of them dive deep into Andrew's book and discuss the wild west market of the time, the interesting characters around the chaos, the crash itself, and any parallels between what happened in 1929 and what's happening in America right now.    You can purchase Andrew's book here: https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966    00:00 - Intro 02:10 - Why Andrew Wanted to Write "1929" 08:41 - Wild West Markets 16:37 - The Fascinating Characters in the Book 26:37 - The Crash of 1929 33:00 - Carter Glass & Ferdinand Pecora 39:04 - Charles Mitchell & Selling Stocks to Wives 40:55 - Theories About The Great Depression 45:50 - Parallels Between 1929 and Now    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 ©2025 Steve Eisman 

On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead.   00:00 - Intro 01:19 - Private Markets vs Public Markets 02:07 - Data Centers Explained 11:03 - Digital Realty & Equinix  33:51 - CoreWeave 46:25 - The Power Industry 51:20 - Fiber Operators    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 ©2025 Steve Eisman 

On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more.    00:00 - Intro 01:05 - Apple's New iPhone is Doing Well  01:42 - Earnings: AI Related Companies 05:06 - Earnings: Non-AI Related Companies 16:10 - A Mailbag Update 16:59 - Outro    Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    On this episode of The Weekly Wrap, everything related to AI is doing well, but for the rest of the economy, it's more nuanced. Steve Eisman breaks down why that is. He also gives updates on Apple, Tesla, the aviation industry, and more. 00:00 - Intro 01:05 - Apple's New iPhone is Doing Well 01:42 - Earnings: AI Related Companies 05:06 - Earnings: Non-AI Related Companies 16:10 - A Mailbag Update 16:59 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU 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 ©2025 Steve Eisman

On this episode of The Real Eisman Playbook, Steve Eisman is joined by two guests, Craig Moffett and Michael Nathanson from MoffettNathanson. They discuss Apple’s lack of an AI strategy, why Cable stocks are such a disaster, the demise of traditional Ad agencies, the rise of youth unemployment because of AI, the need for streaming consolidation and why Verizon suddenly fired its CEO.    00:00 - Intro 01:50 - Google & Apple 12:05 - AI in Your Head 13:50 - Comcast, Charter, & The State of Cable 27:18 - Wireless: T-Mobile & Verizon 34:28 - Advertising & AI 45:15 - David Ellison & Streaming Consolidation    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 ©2025 Steve Eisman

On this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce.   00:00 - Intro 00:53 - Trump's Tariffs Battle with China  01:56 - Unpacking The Bank Stock Rout 17:26 - Mailbag: An Update on AI in the Workforce 18:08 - Outro   Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU    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 ©2025 Steve Eisman 

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its relationship to politics and Steve’s time and stories as the head of the Wall Street Journal bureau of Russia during the 1990s Yeltsin era.   00:00 - Intro 01:25 - The State of the Economy 06:40 - Health of the Consumer 11:05 - Youth Unemployment & AI 17:30 - What's Really Happening with Tariffs? 25:35 - Political Pressure on the Fed 41:28 - Steve's Time in Russia During the Yeltsin Era   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 ©2025 Steve Eisman

On this episode of The Weekly Wrap, Steve Eisman takes mailbag questions from viewers regarding the impact of AI on real life workers, the state of the housing market, CFA exams, and more. He also discusses recent market updates, Fifth Third Buying Comerica, and Apple's current situation.    00:00 - Intro 00:55 - Markets Reach All-Time Highs, OpenAI, Gold 01:14 - Fifth Third Buys Comerica 01:51 - AI Continues to Grow, But the Rest of the Economy Isn't 02:52 - The Impact of AI on Real Life Workers 09:43 - The State of the Housing Market 12:34 - Are CFA Exams Still Worth the Effort? 13:55 - Portfolio Changes 15:18 - Apple's Situation 16:55 - 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 ©2025 Steve Eisman 

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline, Broadcom’s custom chips, and the impact of China and tariffs.    00:00 - Intro 01:48 - Stacy Rasgon's Background & Nvidia's Growth 11:28 - Use Cases For AI 18:23 - GPU vs Custom Made Chips 24:06 - AMD 31:17 - How Important is China For Nvidia? 35:42 - Which Companies Have Done Well? Which Ones Haven't? 42:46 - The Tariffs Situation 45:47 - Intel    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 ©2025 Steve Eisman

In this episode of The Weekly Wrap, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research. They discuss why U.S. consumers are struggling. From rising auto loan delinquencies to ballooning credit card debt, consumers everywhere are feeling the pressure. They also discuss Opendoor, meme stocks, and the impact of AI.    00:00 - Intro 01:10 - The US Government Shut Down 01:35 - The US Economy 08:24 - The Auto Sector & Why Consumers Are Struggling 24:18 - Opendoor, Meme Stocks, & AI    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 ©2025 Steve Eisman

On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy, where Palantir fits into everything, and why Europe seems nowhere to be found.    00:00 - Intro 02:00 - Eightco Developments & OpenAI Authentication 06:20 - Are We In Another Industrial Revolution? Who Are the Winners & Losers? 12:22 - Apple's AI Strategy 19:33 - OpenAI Companies 27:25 - Why is Europe Nowhere To Be Found in AI? 29:25 - Tesla & Waymo 39:25 - Palantir 45:00 - Oklo 49:15 - China 53:25 - Spotify    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 ©2025 Steve Eisman

In this episode of The Weekly Wrap, Steve Eisman dives into the wild world of crypto. He discusses the recent market chaos and shenanigans, the rise of the AI revolution, and much more. He also answers a couple of mailbag questions from viewers.    00:00 - Intro 01:37 - Crypto Shenanigans & Market Chaos 06:00 - The AI Revolution 20:50 - Investing During a Recession 22:58 - 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 ©2025 Steve Eisman 

In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH, which go far deeper than just rising medical care costs. They get into the problems with Optum, UNH's aggressive coding tactics, and of course the tragic murder of CEO Brian Thompson by Luigi Mangione.    00:00 - Intro 02:22 - The Murder of United Health CEO Brian Thompson & Ensuing Fallout 07:34 - Breaking Down Everything Inside United Health Care 17:35 - When Did the Wheels Start to Come Off? 19:53 - What's Happened to Optum Health? 26:45 - How Aggressive Was United in Terms of Coding? 35:53 - Why Has It Taken So Long For Them To Get Their Act Together? 46:30 - What Does United Say These Days?    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 ©2025 Steve Eisman

In this episode of The Weekly Wrap, Steve Eisman discusses the Fed’s latest rate cut, the debate over Stablecoins, and the shocking assassination of Charlie Kirk. He also talks about the latest in the Luigi Mangione case and takes a couple of mailbag questions.  00:00 - Intro 00:45 - Luigi Mangione Terror Charges Dropped 01:34 - The Assassination of Charlie Kirk 03:16 - Fed Rate Cut 03:40 - Stablecoins: Everything You Need to Know 15:32 - Mailbag Questions 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 ©2025 Steve Eisman 

In this episode of The Real Eisman Playbook, Steve Eisman sits down with Rob Kaplan, Vice Chairman of Goldman Sachs. The two of them discuss a variety of topics, including President Trump’s ongoing pressure on the Fed, what makes a good investment banker, Rob’s history with Goldman Sachs and the Dallas Fed, and much more.    00:00 - Intro 01:15 - Introducing Rob Kaplan 02:30 - Trump's Pressure on the Fed 12:20 - The Impact of Tariffs 13:58 - The Difference in Fed Chairs 16:56 - What Does It Mean to be the Head of the Dallas Fed? 23:50 - What Makes a Good Investment Banker? 27:14 - Lessons From Deals That Work and Deals That Don't 30:34 - Goldman Sachs 42:17 - The Difficulties of Running a Firm Today 45:08 - Do We Need a M&A Wave in the United States?    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 ©2025 Steve Eisman

In this episode of The Weekly Wrap, Steve Eisman discusses Oracle’s earnings report and their massive AI-driven forecast. He also breaks down the state of IPOs, addresses bubble concerns, and takes a mailbag question regarding portfolio risk.   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 ©2025 Steve Eisman 

In this episode of The Real Eisman Playbook, Steve Eisman gives his first masterclass on financial literacy. He discusses a variety of topics, including long-term vs short-term investing, the dangers of thesis creep, how to value companies, and much more.    Figures discussed in the episode are as of June 18, 2025.    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 ©2025 Steve Eisman 

In this episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s tariffs being rejected by the US Court of Appeals, Google’s win in the antitrust case, and the current state of Apple. He also discusses Kraft Heinz splitting into two, the impact of AI on tech software, and if he’s worried about an AI bubble.    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 ©2025 Steve Eisman

In this episode of The Real Eisman Playbook, Steve answers viewer questions regarding understanding the Fed, how to know what stocks to select, recovering from financial loss, and much more!   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 ©2025 Steve Eisman