The Eisman Playbook

The Eisman Playbook

The 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. Follow Us on Social Media! Production Credits Producer: Collier Landry, Don't Touch My Radio Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services by Don’t Touch My Radio

Episodes

May 19, 2025 71 mins
In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm. They delve into the nuances of institutional sales, comparing the differences between bulge bracket and boutique firms. Dwight shares insights about financial services, drawing from his extensive experience and current client feedback. Key topics inclu...
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This is a bonus episode featuring a replay of 'The Noble Update' Twitter Spaces session hosted by George Noble @gnoble79 and co-host Dilley @DilleyCouture, who Steve Eisman joins as he discusses various topics, including the origins of his investment ideas, his thoughts on current market dynamics, and his perspective on housing and financial sectors. Eisman also shares his views on the escalating federal deficit, the role of AI in...
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In this week's The Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. Market Movements, Trade Updates, and Corporate Earnings: A Weekly Wrap with Steve EismanIn this episode of the Weekly Wrap, Steve Eisman reviews the latest market movements, including a significant rally this week with the S&P 500 up 6.5% and the NASDAQ up 7%. He discusses President Trump's trade negotiations with China...
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In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared to the pre-crisis era, and the challenges of building affordable homes due to local zo...
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In this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affordability crisis, the factors behind it, and potential federal interventions to improv...
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A Weekly Wrap: Market Movements, Trade News, and Earnings Highlights In this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies and a vague reversal on Biden-era AI chip curbs, impacting media and chip stocks...
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In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves. The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies halt new orders due to rising tariffs, empty shelves and reduced trucking volumes are...
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In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of consumer-facing, industrial, and tech company earnings, emphasizing the pervasive ec...
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Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape. Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Episode Production Credits Producer:  Collier Landry Producer & Publici...
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In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com bust, the impact of the Great Financial Crisis, and the subsequent regulatory changes,...
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In this episode of the Eisman Playbook, host Steve Eisman engages in a thought-provoking conversation with Wolfgang Münchau, co-founder of Euro Intelligence and an expert on European economic affairs. The discussion centers on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Europe. They explore topics like the shift from traditional manufacturing to digital te...
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In this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on companies like Disney and Warner Brothers, highlighting Netflix's current dominance in the ...
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In this episode of the Eisman Playbook, Steve Eisman delivers a masterclass on the 2008 financial crisis, breaking down its causes, including excessive leverage in large financial institutions, the collapse of subprime mortgages, systemic ownership of the failed asset class, and the role of derivatives. Steve discusses how banks’ leverage works, the evolution of subprime lending, and Wall Street's role and response during the crisi...
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Steve Eisman, joined by former partners Danny Moses, Porter Collins, and Vincent Daniel, delve into recent market upheavals caused by President Trump's tariff announcements. They analyze the implications of these policies, the reaction of global markets, and the potential for a bear market. They also reminisce about their time depicted in The Big Short, discussing stories and strategies from the 2008 financial crisis. The episode o...
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Trump Announces Sweeping Tariffs, Calling It a "Declaration of Economic Independence" Join Big Short Investor Steve Eisman and special guest Dan Clifton from Strategas as they dissect the latest market turmoil caused by President Trump's unexpected tariff announcement. Recorded on April 3, 2025, this episode dives deep into the intricate implications of the new tariff plan, covering its impact on the global economy, US policy, and...
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April 6, 2025 47 secs
I'm Steve Eisman and welcome to my podcast The Eisman Playbook. In my 35 years of experience of investing in markets, I've seen many ups and downs. You might know me because I was depicted in the book The Big Short, by Michael Lewis and portrayed by Steve Carell in the movie of the same name. In this podcast, we are going to explore and analyze market trends. Companies and sub-sectors through various guests in and around the finan...
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