@RealEismanPlaybook website

mentioned 64

• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook E… · 2026-09-28
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · 2026-09-21
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Week… · 2026-09-25
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Pla… · 2026-09-14
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap · 2026-09-11
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap · 2026-09-18
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode … · 2026-09-07
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap · 2026-09-04
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap · 2026-08-14
• ← mentioned The Real Eisman Playbook podcast

  0.45
  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://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbo… · 2026-08-17
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Pla… · 2026-08-10
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep … · 2026-07-27
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Play… · 2026-08-03
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap · 2026-07-31
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap · 2026-08-07
• ← mentioned The Real Eisman Playbook podcast

  0.45
  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://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook … · 2026-07-21
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap · 2026-07-24
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap · 2026-07-17
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68 · 2026-07-13
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap · 2026-07-10
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap · 2026-06-26
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Play… · 2026-07-06
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66": https://youtube.com/@RealEismanPlaybook?sub_confirmation=

  The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep… · 2026-06-29
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Play… · 2026-06-22
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The W… · 2026-06-18
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap · 2026-06-12
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64 · 2026-06-15
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Pla… · 2026-10-05
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  SpaceX's Exploding Capex, AI Addiction Lawsuits, and the Reality of "TokenMaxxing" | The … · 2026-06-05
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playbook Ep 63": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Semiconductor Boom and What Could End It with Stacy Rasgon | The Real Eisman Playb… · 2026-06-08
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is AI a Bubble? Gary Marcus on What Could Break the Story | The Real Eisman Playbook Ep 62 · 2026-06-01
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The SpaceX IPO: Science Fiction or Serious Investment? | The Weekly Wrap · 2026-05-29
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Pla… · 2026-05-25
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap · 2026-05-22
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playb… · 2026-05-04
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap · 2026-05-01
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap · 2026-05-08
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Pla… · 2026-05-11
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57 · 2026-04-27
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Week… · 2026-04-17
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap · 2026-04-24
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56 · 2026-04-20
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playboo… · 2026-04-13
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playboo… · 2026-04-14
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wr… · 2026-04-10
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Pla… · 2026-04-06
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Ep… · 2026-03-23
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The We… · 2026-04-02
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook… · 2026-03-30
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap · 2026-03-27
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap · 2026-03-20
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly … · 2026-03-13
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook E… · 2026-03-16
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman P… · 2026-03-09
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly W… · 2026-03-06
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap · 2026-02-27
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The W… · 2026-02-20
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook… · 2026-02-23
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eis… · 2026-03-02
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap · 2026-02-13
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Crypto & Silver Collapse, Software Gets Obliterated, & Two Stock Recommendations | The We… · 2026-02-06
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playb… · 2026-02-09
• ← mentioned The Real Eisman Playbook podcast

  0.45
  evidence rules-v5

  Link in episode "Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Playbook Ep 46": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Daniel Guetta on the Guts of AI, Agentic AI & Why LLMs Hallucinate | The Real Eisman Play… · 2026-02-16

references 16

• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook E… · 2026-09-28
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · 2026-09-21
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Week… · 2026-09-25
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Pla… · 2026-09-14
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap · 2026-09-11
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap · 2026-09-18
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode … · 2026-09-07
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap · 2026-09-04
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap · 2026-08-14
• ← references The Real Eisman Playbook podcast

  0.38
  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://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbo… · 2026-08-17
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Pla… · 2026-08-10
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep … · 2026-07-27
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Play… · 2026-08-03
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap · 2026-07-31
• ← references The Real Eisman Playbook podcast

  0.38
  evidence rules-v5

  Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

  SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap · 2026-08-07

• The Real Eisman Playbook64 episodes

• 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
  2026-10-05 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
  2026-10-05 · The Real Eisman Playbook · via references · 0.38

  Link in episode "5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
  2026-10-02 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
  2026-10-02 · The Real Eisman Playbook · via references · 0.38

  Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
  2026-09-28 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
  2026-09-28 · The Real Eisman Playbook · via references · 0.38

  Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
  2026-09-25 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
  2026-09-25 · The Real Eisman Playbook · via references · 0.38

  Link in episode "The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
  2026-09-21 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
  2026-09-21 · The Real Eisman Playbook · via references · 0.38

  Link in episode "Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
  2026-09-18 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
  2026-09-18 · The Real Eisman Playbook · via references · 0.38

  Link in episode "Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
  2026-09-14 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
  2026-09-14 · The Real Eisman Playbook · via references · 0.38

  Link in episode "The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

• AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
  2026-09-11 · The Real Eisman Playbook · via mentioned · 0.45

  Link in episode "AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1