The Real Eisman Playbook
Duración total:
23 h 36 min
Jensen Huang Resigns, Data Centers Face Political Pushback & Housing Hits New Low
The Real Eisman Playbook
27:31
My Brutally Honest Thoughts About the AI Bubble
The Real Eisman Playbook
40:16
The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap
The Real Eisman Playbook
29:56
Why Young Americans Feel Locked Out with the Lemonade Stand Podcast
The Real Eisman Playbook
56:13
Anthropic's Growth is Slowing: Is AI Capex Next? | The Weekly Wrap
The Real Eisman Playbook
28:52
Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81
The Real Eisman Playbook
49:43
AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
The Real Eisman Playbook
20:53
Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
The Real Eisman Playbook
39:35
Market Cracks Under AI Debt Burden | The Weekly Wrap
The Real Eisman Playbook
22:29
Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
The Real Eisman Playbook
46:36
Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap
The Real Eisman Playbook
23:18
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
The Real Eisman Playbook
48:00
Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
The Real Eisman Playbook
24:44
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
The Real Eisman Playbook
42:35
The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
The Real Eisman Playbook
25:44
Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
The Real Eisman Playbook
48:00
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
The Real Eisman Playbook
22:10
The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
The Real Eisman Playbook
49:54
AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
The Real Eisman Playbook
22:02
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
The Real Eisman Playbook
43:11
Is OpenAI the Achilles' Heel of the US Economy? | The Weekly Wrap
The Real Eisman Playbook
23:55
The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
The Real Eisman Playbook
41:47
AI's Achilles' Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
The Real Eisman Playbook
27:00
Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
The Real Eisman Playbook
47:03
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
The Real Eisman Playbook
18:34
250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71
The Real Eisman Playbook
48:19
The AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles | The Weekly Wrap
The Real Eisman Playbook
24:41
The AI Revolution: Who Wins, Who Loses & the SaaSpocalypse | The Real Eisman Playbook Ep 70
The Real Eisman Playbook
50:33
Google's Negative Cash Flow and the AI Capex Reckoning | The Weekly Wrap
The Real Eisman Playbook
20:43
AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
The Real Eisman Playbook
43:05
Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
The Real Eisman Playbook
23:47
AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
The Real Eisman Playbook
53:44
Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap
The Real Eisman Playbook
20:31
Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
The Real Eisman Playbook
41:53
The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
The Real Eisman Playbook
46:08
The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
The Real Eisman Playbook
20:09
The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65
The Real Eisman Playbook
65:31
Anthropic Gets Shut Down By the Government and the AI Story Gets More Complicated | The Weekly Wrap
The Real Eisman Playbook
19:50
Is Private Equity Destroying the Life Insurance Industry? | The Real Eisman Playbook Ep 64
The Real Eisman Playbook
44:58
Google Raises $85 Billion and the Market Finally Wakes Up | The Weekly Wrap
The Real Eisman Playbook
22:52
