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The Real Eisman Playbook

Steve Eisman

At a Glance

The Real Eisman Playbook is hosted by Steve Eisman covering Geopolitics, Private Credit, Middle East, and Strait of Hormuz. Notable guests include Steven Cook (E&I Enrico Matei Senior Fellow for Middle East and African Studies at the Council on Foreign Relations), Steve Liesman (Senior Economics Reporter, CNBC), and Rob Oliver (Software Analyst, Baird). Episodes span from Mar 2026 to Apr 2026.

6 episodes204 total claims12 topics covered

6 episodes

Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
Apr 27, 2026
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The public perception of private credit is narrowly focused on high-yield LBO financing for software companies, a $1-2T market segment facing significant disruption from AI. Apollo differentiates i...
Neutral0 quotes0 findings
Private CreditApolloAtheneSoftware Lending+11 more
Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
Apr 20, 2026
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The discussion centers on the "Stock Traders' Almanac," which posits that predictable, seasonal patterns in financial markets are driven by repetitive human and institutional behavior. A key focus ...
Neutral0 quotes0 findings
Market SeasonalityBehavioral FinanceStock Traders' AlmanacPresidential Cycle+13 more
John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55
Apr 14, 2026
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The US and Israel have launched 'Operation Epic Fury', a technologically unprecedented military campaign that has severely degraded Iran's military capabilities, including destroying 50-75% of its ...
Neutral0 quotes0 findings
US-Iran ConflictOperation Epic FuryMilitary StrategyGeopolitics+11 more
Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
Apr 13, 2026
Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
Apr 6, 2026
Inside the Iran War with Steven Cook: What’s REALLY Happening? | The Real Eisman Playbook Ep 52
Mar 30, 2026

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Top Topics

Geopolitics3Private Credit3Middle East2Strait of Hormuz2Artificial Intelligence (AI)2Iran Conflict1US-Iran Relations1Israel-Iran Relations1Iranian Nuclear Program1Saudi Arabia1United Arab Emirates (UAE)1Hezbollah1