The Real Eisman Playbook

In this episode, Steve Eisman interviews Brad Safalow, a seasoned short seller, discussing the intricacies of short selling, market structures, and specific case studies of companies like Freshpet, Trupanion, and Kinsale Insurance. They delve into the criteria for identifying short opportunities, the challenges faced in the current market, and the lessons learned from both successful and unsuccessful shorts. The conversation emphas...

In this episode of the The Weekly Wrap, Steve Eisman discusses the latest market trends, key earnings reports, and the dynamics of various industries including wireless, cable, and home building. He highlights the performance of major companies, the impact of economic factors on different sectors, and the resurgence of meme stocks.  Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-...

In this episode of The Real Eisman Playbook, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research, focusing on the intricacies of short selling and the factors that contribute to identifying potential shorts. They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, highlighting the importance of management quality, market conditions, and political in...

In this episode of The Weekly Wrap, Steve Eisman provides a comprehensive overview of the current stock market, particularly focusing on the earnings season, with detailed analyses of major banks like JPMorgan, Wells Fargo, Citigroup, and Goldman Sachs. Steve explains key financial metrics and their implications for bank valuations. He also touches on the performance of insurance and healthcare companies, the transformation of Gene...

In this episode of The Real Eisman Playbook, Steve Eisman and Chris Verrone from Strategas discuss the current state of the market, analyzing trends, sentiment, and the performance of various sectors. They explore the importance of understanding market internals, the role of momentum in investing, and the implications of inflation on market dynamics. The conversation also delves into the performance of financials and industrials, t...

In this episode of The Weekly Wrap, Steve Eisman discusses the recent passage of President Trump’s significant legislation, the implications of ongoing tariff discussions, and the current state of the stock market. He also addresses listener questions regarding investment strategies, market manipulation, and the role of money market funds. The episode concludes with an interview with Dan Clifton discussing the implications of the b...

In this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the AIG scandal, and the financial crisis. She highlights the role of private equity in modern finance and its impact on various industries, including healthcare. Morgenson emphasizes the importance of exposing corporate fraud and the need for a...

In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting significant economic indicators and trade relations. He delves into the implications of recent trade agreements and the performance of the banking sector, particularly in light of stress tests. The episode also features a mailbag segment where Eisman addresses audience questions regarding interest rates, the dollar’s status, and...

In this episode of The Real Eisman Playbook, Steve Eisman hosts a panel of financial experts to discuss the characteristics of effective CEOs, the pitfalls of poor leadership, and the lessons learned from both good and bad CEOs in the financial services industry. The conversation covers notable figures like Jamie Dimon and Brian Moynihan, exploring their leadership styles and the impact of their decisions on their companies. The pa...

Subscribe to The Real Eisman Playbook on Apple Podcasts: https://podcasts.apple.com/si/podcast/the-real-eisman-playbook/id1818671690 

In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting the recent performance of the S&P 500 and NASDAQ, the impact of earnings reports from major companies, and the evolving landscape of stablecoins and financial technology. He also addresses reg...

In this conversation, Steve Eisman and John Cassidy explore the themes of capitalism and its critics, discussing historical perspectives, key figures like Marx, Keynes, and Friedman, and the evolution of economic thought. They delve into the financial crisis, the role of regulation, and the future of capitalism, emphasizing the need for a balanced approach to managing the system. 

00:00 The Evolution of Capitalism 02:37 Critiqu...

In this week's Market Wrap, Steve Eisman discusses the current state of the market, focusing on the lack of significant earnings reports and the impact of geopolitical events, particularly the Iran-Israel conflict. He delves into the challenges facing the solar sector due to legislative changes and the housing market's struggles amid rising interest rates. Eisman also addresses concerns regarding private credit and its potential im...

In this episode of The Real Eisman Playbook, Steve Eisman interviews Sami Badri, Head of Investor Relations at Cisco, discussing the evolution of the tech landscape from 2015 to the present. They explore the rise of cloud computing, the significance of NVIDIA's chips in the AI revolution, and the development of large language models. The discussion also touches on the current state of the tech ecosystem, including the impact of AI ...

In this weekly wrap, Steve Eisman discusses the current state of the market, highlighting the decline in the S&P 500 and NASDAQ, the significant drop in China's exports to the US, and the implications of ongoing trade negotiations. He also covers inflation metrics, company news including Warner Brothers' restructuring and Apple's position in AI, and the geopolitical tensions arising from the Israel-Iran conflict. ...

In this episode of the Real Eisman Playbook, Steve Eisman interviews Todd Sohn, a technical strategist at Strategas. They delve into the world of technical analysis, discussing the importance of chart patterns, market trends, and sentiment analysis in trading. Todd explains how technical analysis serves as a supplement to fundamental analysis, helping traders identify big picture trends and manage risk. The conversation also covers...

In this episode of his podcast, Steve Eisman interviews Rahul Jindal, a FinTech strategist at Autonomous, to discuss crypto, stablecoins, and payments. They delve into the evolution of crypto from 2009 to the present, discussing its correlation with traditional markets and its potential role as a financial asset. They also clarify the concept of stablecoins, explaining their functionality and the importance of trust and regulation....

In this episode of the Real Eisman Playbook, Steve Eisman discusses the recent market trends, including a rally in the S&P and NASDAQ, the impact of tariff news, and the recovery journey of Wells Fargo. He also delves into the conflict between Elon Musk and President Trump, insights from the latest employment data, and reflections on market corrections. The conversation concludes with a discussion on Bitcoin and stablecoin, hig...

In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China. Steve interviews Patrick McGee, author of ‘Apple in China,’ unraveling how Apple moved its production almost entirely to China by the end of 2010. The discussion explores Apple’s transition from localized production to heavily outsourcing manuf...