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.
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Spanning the Gamut of Financial Services with Dwight Collins.
lundi 19 mai 2025 • Durée 01:11:14
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 include market trends, credit quality, and M&A activity within sectors such as banks, investment banks, asset management, alternatives, insurance, and fintech. They discuss the impacts of deregulation, the changing landscape of traditional asset management, and emphasize the stable performance of exchanges and quality financial stocks in a volatile market environment. They also touch upon the evolving role of giants like Visa, MasterCard, and Apple in the fintech space.
Episode Highlights:
01:37 Introduction and Special Guest Introduction
01:50 Understanding Institutional Sales
03:18 Insights from Dwight Collins
05:11 Market Sentiments and Client Feedback
10:54 Banking Sector Analysis
24:52 Asset Management and Alternatives
33:11 Apollo vs. Blackstone: A Tale of Two Strategies
33:36 Challenges in the Private Equity Market
36:26 Accounting Issues in Private Equity
38:15 Life Insurance: A Complex Sector
41:06 Property and Casualty Insurance: Natural Catastrophes Impact
43:34 Specialty Finance: Mergers and Market Dynamics
48:18 FinTech: The Rise and Fall
51:05 Visa and MasterCard: The Unbeatable Giants
55:45 Apple Pay's Disruption in Payments
56:45 Top Stock Picks and Market Insights
01:01:26 Conclusion and Final Thoughts
Link to this episode on YouTube: https://youtu.be/r3qBnCJYcfw
Connect with Steve Eisman and access The Eisman Playbook:
🌐 https:// linktr.ee/eismanplaybook
👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it.
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.
Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books
dimanche 18 mai 2025 • Durée 01:39:02
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 the economy, and the value of Bitcoin. The session concludes with Eisman revealing his favorite comic books, offering a more personal glimpse into the famed investor's interests.
00:00 Introduction and Casual Conversation
00:10 Discussing the Song 'When the Levee Breaks'
01:49 Market Observations and Steve Eisman's Introduction
03:44 Steve Eisman's Background and The Big Short
13:12 Current Market Views and Predictions
27:56 Q&A Session with Steve Eisman
48:40 Financial Crisis Concerns
49:32 AI and Future Investments
50:45 Synthetic Products and Retail Investors
52:11 Commercial Real Estate Issues
53:32 Tech Giants: Apple and Google
01:01:35 Bitcoin and Cryptocurrencies
01:07:27 Comic Books and Personal Stories
01:26:27 Monetary Policy and Interest Rates
01:29:24 Conclusion and Final Thoughts
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Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau
lundi 21 avril 2025 • Durée 01:18:34
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 technologies, the interconnectedness of European economies, and the potential impacts of tariffs and trade policies under President Trump. Münchau also highlights the structural weaknesses within the EU, including the complexity of its regulatory environment and the political challenges in unifying diverse economic policies.
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How Netflix Revolutionized the Future of Media with Michael Nathanson
lundi 14 avril 2025 • Durée 01:25:43
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 streaming wars. Additional conversations cover the challenges for Google and Meta in integrating AI, the state of the cable industry, and media company consolidation. The episode concludes with recommendations on new and old streaming shows to watch.
Watch this episode on YouTube: https://youtu.be/BPHQ8GpRAts
Key Episode Moments:
00:00 Introduction to the Eisman Playbook
00:04 The Evolution of Media Markets
00:53 Welcome to the Podcast
01:45 Market Reactions and Guest Introduction
03:10 The Rise of Netflix
04:51 The Golden Age of Cable and Film
06:55 The Impact of Competition and Pricing
10:53 The Streaming Revolution
13:43 The Decline of Traditional Media
21:30 The Rise of Streaming Giants
33:45 The Global Scale of Netflix
39:56 Market Challenges for Warner Brothers and Paramount
40:55 Apple's Content Strategy and Challenges
43:54 Disney's Market Struggles and Streaming Strategy
47:26 Disney's Handling of Star Wars and Marvel
54:07 AI and Its Impact on Google and Facebook
01:07:13 Cable Companies in the Modern Media Landscape
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
Understanding the Financial Crisis: A Masterclass with Steve Eisman
lundi 7 avril 2025 • Durée 01:11:51
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 crisis. He also touches upon the regulatory response post-crisis, the Dodd-Frank Act, the evolution of bank regulations, and the transformation in the financial landscape over the past 17 years. Steve concludes with reflections on current market conditions, trade tariffs under the Trump administration, and forecasts on the future of banking and regulation.
00:00 Welcome to the Eisman Playbook
00:15 Introduction to the Financial Crisis
01:42 Understanding Bank Leverage
10:14 The Role of Risk-Weighted Assets
16:49 Subprime Mortgages Explained
20:32 The Rise and Fall of Subprime Mortgages
26:45 The Data Behind the Crisis
29:32 The Onset of the Financial Crisis
31:29 Wall Street's Role and Misjudgments
34:03 The Impact of Derivatives
38:16 Personal Involvement and Market Collapse
39:19 Government Interventions and Bailouts
48:50 Post-Crisis Regulations and Reforms
55:12 Current Events and Future Predictions
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns
Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial Crisis
lundi 7 avril 2025 • Durée 01:09:06
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 offers a rich mix of market analysis, economic theory, and personal anecdotes.
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights
Trump’s Tariff Shocker! Big Short Investor Weighs In with Dan Clifton of Strategas
lundi 7 avril 2025 • Durée 01:03:12
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 the stock market. With his vast experience in policy research, Dan Clifton provides a detailed analysis of the market's reaction, potential future scenarios, and the strategic shifts in US foreign policy. This comprehensive discussion also explores the roles of domestic fiscal policy, Fed actions, and the evolving political landscape. Don't miss this detailed episode that breaks down complex economic policies into actionable insights.
00:31 Guest Introduction: Dan Clifton from Strategas
00:38 Understanding Boutique Research Firms
01:17 Dan Clifton's Background and Role
03:00 Trump's Unconventional Political Moves
03:20 Impact of NAFTA and Trump's Trade Policies
04:31 Details of Trump's New Tariff Announcements
05:47 Global Trade Implications and Country-Specific Tariffs
07:05 Strategas' Analysis of Tariff Impacts
11:18 Potential Retaliation and Global Trade Dynamics
13:48 Economic and Political Repercussions
The Eisman Playbook Podcast Trailer
dimanche 6 avril 2025 • Durée 00:47
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 financial world. My goal here is simple to educate, so come and join me as I share with you the Eisman playbook.
The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings
vendredi 16 mai 2025 • Durée 13:28
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, affecting tariffs and potentially U.S. drug costs. Eisman also covers Trump's international investments and the struggling performance of UnitedHealthcare.
Key earnings reports from Cisco and Walmart are analyzed, along with trade-related news involving Apple and a merger of Charter and Cox in the cable industry. He wraps up with insights into the mixed earnings season, the impact of emotional investor reactions, and recommendations on books by Judge Richard Posner.
The episode concludes with a mention of an upcoming podcast interview with Dwight Porter, which will focus on various financial services.
Episode Highlights:
00:00 Introduction and Market Overview
00:25 Trade News and Market Reactions
02:25 Healthcare and Company Specific News
03:27 Tech and Retail Earnings Reports
05:39 Trade War Concerns and Market Sentiment
07:55 Book Recommendations and Podcast Updates
09:07 Conclusion and Disclaimers
Follow Steve Eisman and The Eisman Playbook on social media:
X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve's latest insights
YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns
’5 Things I Learned’ about Housing from Ivy Zelman!
vendredi 16 mai 2025 • Durée 08:01
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 zoning laws. Zelman expresses caution about investing in home builders given current market conditions, emphasizing high rates and affordability issues. For more in-depth analysis, listeners are encouraged to watch the complete podcast.
00:00 Introduction and Overview
00:13 Housing Affordability Challenges
00:35 Impact of Interest Rates on Housing
01:13 Changes in Home Builder Practices
02:19 Regulatory Hurdles for Affordable Housing
02:51 Current Market Conditions and Recommendations
03:25 Conclusion and Podcast Information
04:16 Disclaimer and Production Credits
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 & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services: Don’t Touch My Radio
Disclaimer: The financial opinions expressed are for information purposes only. The views expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not guarantee future results. No particular 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 suitable 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 initially 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.
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Disclaimer: The financial opinions expressed are for information purposes only. The views 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 particular 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 initially 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.
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.
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.
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by: Don’t Touch My Radio
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.
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by: Don’t Touch My Radio
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.
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by: Don’t Touch My Radio
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.
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.
Disclaimer: The financial opinions expressed are for information purposes only. The views 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 particular 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 initially 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.
