The Real Eisman Playbook podcast
14 mentions · across 1 show
Relationship map
website book personsolid = outgoing · dashed = incoming
Connections 99
mentioned 59
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Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://realeismanplaybook.substack.com/
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Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74": https://realeismanplaybook.substack.com/
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Link in episode "Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
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Link in episode "Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72": https://realeismanplaybook.substack.com/
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Link in episode "The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70": https://realeismanplaybook.substack.com/
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Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://realeismanplaybook.substack.com/
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Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://amazon.com/Capitalism-America-History-Alan-Greenspan/dp/0735222444
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Link in episode "The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69": https://realeismanplaybook.substack.com/
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Link in episode "Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68": https://realeismanplaybook.substack.com/
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Link in episode "Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49 On episode 4
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ook, Steve Eisman sits down with Adrian Wooldridge, journalist and co-author of Capitalism in America with Alan Greenspan, to mark the 250th anniversary of American indep
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What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
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Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
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Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
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The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
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The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
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5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
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The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
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How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
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Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
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FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
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The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
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Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
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Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
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Feed author/publisher: Steve Eisman
references 21
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Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://realeismanplaybook.substack.com/
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Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://realeismanplaybook.substack.com/
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0.77
evidence rules-v5
Link in episode "P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
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0.77
evidence rules-v5
Link in episode "Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://amazon.com/Capitalism-America-History-Alan-Greenspan/dp/0735222444
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Link in episode "The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap": https://realeismanplaybook.substack.com/
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0.77
evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
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0.77
evidence rules-v5
Link in episode "AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69": https://realeismanplaybook.substack.com/
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evidence rules-v5
Link in episode "Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68": https://realeismanplaybook.substack.com/
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Link in episode "Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap": https://realeismanplaybook.substack.com/
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Link in episode "The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap": https://realeismanplaybook.substack.com/
appeared on 19
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What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
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evidence rules-v5
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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evidence rules-v5
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
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evidence rules-v5
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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evidence rules-v5
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
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Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
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evidence rules-v5
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
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evidence rules-v5
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
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5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
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evidence rules-v5
The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
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evidence rules-v5
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
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evidence rules-v5
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
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evidence rules-v5
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
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evidence rules-v5
The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51
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evidence rules-v5
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
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evidence rules-v5
Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
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evidence rules-v5
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
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George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47
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Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46
Heard in
- The Real Eisman Playbook19 episodes
Mentioned in episodes
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5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 782026-10-05 · The Real Eisman Playbook · via appeared on · 0.68
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
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2026-09-28 · The Real Eisman Playbook · via appeared on · 0.68
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
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2026-09-21 · The Real Eisman Playbook · via appeared on · 0.68
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
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2026-09-07 · The Real Eisman Playbook · via appeared on · 0.68
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
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Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 722026-08-10 · The Real Eisman Playbook · via appeared on · 0.68
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
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2026-07-13 · The Real Eisman Playbook · via appeared on · 0.68
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
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2026-07-06 · The Real Eisman Playbook · via appeared on · 0.68
Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
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2026-06-29 · The Real Eisman Playbook · via appeared on · 0.68
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
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2026-06-22 · The Real Eisman Playbook · via appeared on · 0.68
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
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2026-06-08 · The Real Eisman Playbook · via appeared on · 0.68
The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63
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How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 612026-05-25 · The Real Eisman Playbook · via appeared on · 0.68
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
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Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 602026-05-18 · The Real Eisman Playbook · via appeared on · 0.68
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
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FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 592026-05-11 · The Real Eisman Playbook · via appeared on · 0.68
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
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2026-04-14 · The Real Eisman Playbook · via appeared on · 0.63
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
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2026-03-30 · The Real Eisman Playbook · via appeared on · 0.68
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
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All extracted evidence for this entity (25)
description:link Why Private Equity's Software Bet Is Going to Zero | The Wee
Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link The Enron-Era Tricks Are Back in AI: How These Companies Are
Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link Stock Picking in Difficult Times with George Noble | The Rea
Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://realeismanplaybook.substack.com/
description:link Why Dario Amodei and Sam Altman Are Faking the AI Doomsday C
Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wr
Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The
Link in episode "P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74": https://realeismanplaybook.substack.com/
description:link Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly
Link in episode "Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link The AI Trade, Rising Rates, and Why the Market Is Still Stan
Link in episode "The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73": https://realeismanplaybook.substack.com/
description:link AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & Op
Link in episode "AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Wort
Link in episode "Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72": https://realeismanplaybook.substack.com/
description:link SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Strugg
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link 250 Years of American Capitalism: Hamilton, the GFC, & the A
Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://realeismanplaybook.substack.com/
description:link The AI Debate Gets More Complicated: Microsoft Has a Win, Me
Link in episode "The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse |
Link in episode "The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70": https://realeismanplaybook.substack.com/
description:link Google's Negative Cash Flow and the AI Capex Reckoning | The
Link in episode "Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link AI Has a Power Problem: Why the U.S. Power Grid Can't Keep U
Link in episode "AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69": https://realeismanplaybook.substack.com/
description:link Bank Earnings Just Gave the Market a Much Needed Confidence
Link in episode "Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link AI Dominates Economy and Markets with Torsten Slok | The Rea
Link in episode "AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68": https://realeismanplaybook.substack.com/
description:link Why the Entire Market Is Now a Single Bet on AI | The Weekly
Link in episode "Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link The Q2 2026 Report Card: Who Won, Who Lost, and Why | The We
Link in episode "The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link 250 Years of American Capitalism: Hamilton, the GFC, & the A
Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://amazon.com/Capitalism-America-History-Alan-Greenspan/dp/0735222444
description:link Why Private Equity's Software Bet Is Going to Zero | The Wee
Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link The Enron-Era Tricks Are Back in AI: How These Companies Are
Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://realeismanplaybook.substack.com/
description:link Stock Picking in Difficult Times with George Noble | The Rea
Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://realeismanplaybook.substack.com/
description:link Why Dario Amodei and Sam Altman Are Faking the AI Doomsday C
Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://realeismanplaybook.substack.com/