The Real Eisman Playbook

Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57

Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56

Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55

The ongoing military conflict in Iran serves as a critical case study for understanding modern warfare, geopolitical stability, and market volatility. Military strategist and historian John Spencer highlights that the United States and Israel have achieved unprecedented tactical success, including the decapitation of I...

Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54

Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap

Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53

The Private Credit Reckoning is Coming: Executives Are Mistaking Luck For Genius | The Weekly Wrap

Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52

The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap

The Only Health Insurance Stock You Can Own with Michael Ha | The Real Eisman Playbook Episode 51

Private Credit Risks Explained, Oil Surges Above $100 | The Weekly Wrap

Mark Cuban Shares His Plan For Fixing Drug Prices in America | The Real Eisman Playbook Ep 50

The Iran War Crisis: Ex-CIA Analyst Helima Croft on Oil Shock & Energy Risk | The Weekly Wrap

Private Credit Cracks, The AI "Boogeyman" & Why Crypto is for Boomers | The Real Eisman Playbook Episode 49

The podcast explores the state of financial services, focusing on private equity, private credit, and the impact of AI. It highlights concerns around private credit's overexposure to software companies and potential losses in a credit cycle. The conversation covers the recent Blue Owl BDC situation, bank M&A prospects,...

Iran War Volatility, Private Credit Fears Grow, & Solar Continues to Crash | The Weekly Wrap

The Next Financial Crisis? Private Equity, Private Credit & Life Insurance | The Real Eisman Playbook Ep 48

The life insurance industry's potential for a major financial crisis is examined through a conversation with forensic accountant Tom Gober. He highlights how the shift from non-profit mutual companies to for-profit entities owned by private equity firms has led to increased risk-taking and leverage. Gober points to the...

Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap

George Noble on Gold’s Rise, Crypto Doubts & Tesla’s Struggles | The Real Eisman Playbook Ep 47

The conversation centers on investment strategies amidst concerns of fiat currency debasement and potential market shifts. Veteran buy-side investor George Noble shares his bullish outlook on energy, materials, and precious metals, contrasting it with a bearish stance on technology. Noble argues gold's appeal lies in i...