REAL AF with Andy Frisella
Andy Frisella
Business
The Real Eisman Playbook
by Steve Eisman
Today: #129 in Business on our combined chart.
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #105 |
About the show
The Real 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.
Latest episodes
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Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
October 2, 2026 · 27 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke…
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What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
September 28, 2026 · 46 minOn episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like from within a major technology company. Sam explains why he…
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The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap
September 25, 2026 · 28 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses why the off-balance sheet financing techniques that caused Enron's collapse and amplified…
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Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76
September 21, 2026 · 51 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 76 of The Real Eisman Playbook, Steve Eisman sits down with George Noble, former portfolio manager at Fidelity and now a Substack…
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Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
September 18, 2026 · 25 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman explains why the recent extinction warnings from Dario Amodei and Sam Altman are not genuine…
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The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75
September 14, 2026 · 53 minOn episode 75 of The Real Eisman Playbook, Steve Eisman sits down with his former Big Short partners Vincent Daniel and Porter Collins for a wide-ranging conversation covering the bond market, Scott Bessent's Treasury buyback program, the…
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AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap
September 11, 2026 · 25 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the ten-year yield breaching 4.9%, the recent AI doomsday fears, OpenAI's surprise…
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P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
September 7, 2026 · 47 minSign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 74 of The Real Eisman Playbook, Steve Eisman sits down with Ryan Tunis, property and casualty insurance analyst at Cantor, for a…