The Real Eisman Playbook
Summary
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), Rob Oliver (Software Analyst, Baird), and John Spencer (Chair of War Studies, Madison Policy Forum). Episodes span from Mar 2026 to Apr 2026.
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...
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 ...
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 ...