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Episodes

June 5, 2025

Does China Own Apple? With Patrick McGee

In this episode, Steve Eisman delves into the intricate and often overlooked story of Apple’s manufacturing evolution over the past two decades, focusing on its deep entanglement with China. Steve interviews Patrick McGee, au...

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May 19, 2025

Spanning the Gamut of Financial Services with Dwight Collins.

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...

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May 18, 2025

Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, H…

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...

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May 16, 2025

The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earni…

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 We...

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May 16, 2025

'5 Things I Learned' about Housing from Ivy Zelman!

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...

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May 12, 2025

Analyzing Housing Market Trends with Ivy Zelman: Current Challenges a…

In this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing o...

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May 9, 2025

The Friday Market Wrap: Market Movements, Trade News, and Earnings Hi…

A Weekly Wrap: Market Movements, Trade News, and Earnings Highlights In this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. The S&P 500 and NASDAQ were down marginally, ca...

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May 5, 2025

Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ …

In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves. The conversation explores the significant drop in cont...

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May 2, 2025

The Friday Market Wrap! Mixed Earnings and Trade Uncertainty

In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Des...

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May 2, 2025

5 Things I Learned from This Week's Episode on Banks!

Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape. Connect with Steve Eisman and access all things The ...

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April 28, 2025

A Financial Crisis or Just a Bank Stock Correction?

In this episode of the Eisman Playbook, host Steve Eisman is joined by banking experts Charlie Peabody and Brent Erensel from the boutique firm Portales Partners. Together, they explore the transformation of the banking indus...

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April 21, 2025

Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Mü…

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 o...

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April 14, 2025

How Netflix Revolutionized the Future of Media with Michael Nathanson

In this episode of The Eisman Playbook, host Steve Eisman talks with MichaelNathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international e...

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April 7, 2025

Understanding the Financial Crisis: A Masterclass with Steve Eisman

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 mortga...

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April 7, 2025

Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Fin…

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, th...

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April 7, 2025

Trump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton…

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 Presi...

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