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 f ...
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Steve Eisman Podcasts
Three guys with the expertise to run a lemonade stand explain the world of business. a podcast by Aiden, Atrioc, and DougDoug. Part of the Vox Media Podcast Network.
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The 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 ex ...
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AND HERE’S MODI is an inside look at the man behind the microphone. Hosted by comedian, Modi (@modi_live), AHM features a raw and unfiltered side of the comedian rarely seen on stage. He always finds the funny as he navigates the worlds of comedy, trending topics, his personal life and spirituality. AHM is co-hosted by Periel Aschenbrand (@perielaschenbrand) and Leo Veiga (@leo_veiga_).
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Episode 162: Modi and Leo are joined by Steve Eisman (the Wall Street icon depicted in The Big Short) and his wife Valerie Feigen for an alluring conversation on doomsday predictions, personality hires, and what it means to be an "apikorus". Be sure to listen to their podcast, "The Real Eisman Playbook". For more information on the organizations di…
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Steve Eisman from The Big Short | Ep. 031 Lemonade Stand 🍋
1:28:40
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1:28:40On this week's show... Aiden has his Gen Z portfolio reviewed, DougDoug invests in Tech, and Atrioc gets told to calm down. Steve Eisman's Channel: https://www.youtube.com/@UCzQ2FFVe7m8yIgzXMZtlSjg We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the …
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It's Still Shutdown | Ep. 032 Lemonade Stand 🍋
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1:33:40Please note: For a video version of the podcast, please check it out on YouTube: https://youtu.be/acwCoMV8jTE On this week's show... Aiden invests in the weather, Atrioc buys the Treasury, and DougDoug does his best Bono impersonation. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, an…
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Inside the AI Chip War: From Nvidia’s Dominance to Intel’s Turmoil | The Real Eisman Playbook Ep 28
58:29
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58:29By Steve Eisman
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U.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly Wrap
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35:18In this episode of The Weekly Wrap, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research. They discuss why U.S. consumers are struggling. From rising auto loan delinquencies to ballooning credit card debt, consumers everywhere are feeling the pressure. They also discuss Opendoor, meme stocks, and the impact of AI. 00:00 - Intro 01:10 - Th…
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The AI Revolution: Winners, Losers, & The Future of Tech | The Real Eisman Playbook Episode 27
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55:06On this episode of The Real Eisman Playbook, Steve Eisman sits down with Dan Ives of Wedbush Securities. The two of them talk all things AI, from OpenAI to Tesla & Waymo. They also discuss Apple's lack of AI strategy, where Palantir fits into everything, and why Europe seems nowhere to be found. 00:00 - Intro 02:00 - Eightco Developments & OpenAI A…
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The Wild West of Crypto: Chaos, Shenanigans, & The AI Revolution | The Friday Market Wrap!
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24:23In this episode of The Weekly Wrap, Steve Eisman dives into the wild world of crypto. He discusses the recent market chaos and shenanigans, the rise of the AI revolution, and much more. He also answers a couple of mailbag questions from viewers. 00:00 - Intro 01:37 - Crypto Shenanigans & Market Chaos 06:00 - The AI Revolution 20:50 - Investing Duri…
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The Conspiracy Episode | Ep. 030 Lemonade Stand 🍋
1:42:26
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1:42:26On this week's show... Aiden sparks up, DougDoug uses his expertise on horses, and Atrioc sees the through line. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 030 Recorded on: September 23rd, 2025 Clips Channel: https://www.youtu…
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Breaking Down the United Healthcare Disaster: What’s REALLY Going On? | Real Eisman Playbook Ep. 26
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52:45In this episode of The Real Eisman Playbook, Steve sits down with Michael Ha, the Managed Care Analyst at Baird to discuss all things United Healthcare, a company under assault. They break down the problems at UNH, which go far deeper than just rising medical care costs. They get into the problems with Optum, UNH's aggressive coding tactics, and of…
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Are Stablecoins the Next Big Thing? Luigi Mangione Terror Charges Dropped | The Weekly Wrap
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20:29In this episode of The Weekly Wrap, Steve Eisman discusses the Fed’s latest rate cut, the debate over Stablecoins, and the shocking assassination of Charlie Kirk. He also talks about the latest in the Luigi Mangione case and takes a couple of mailbag questions. 00:00 - Intro 00:45 - Luigi Mangione Terror Charges Dropped 01:34 - The Assassination of…
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Episode 161: Back by popular demand, Dovie Neuberger returns to discuss everything from Vacation Village gigs to Ferragamo Slides. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows visit www.modilive.com. Follow Modi on Instagram at @modi_live. Fol…
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This is Fine | Ep. 029 Lemonade Stand 🍋
1:38:18
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1:38:18On this week's show... Aiden works on a farm, DougDoug revisits Nepal, and Atrioc has some News... We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 029 Recorded on: September 16th, 2025 Clips Channel: https://www.youtube.com/channel…
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Trump’s Battle with the Fed Explained | The Real Eisman Playbook Episode 25
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48:10In this episode of The Real Eisman Playbook, Steve Eisman sits down with Rob Kaplan, Vice Chairman of Goldman Sachs. The two of them discuss a variety of topics, including President Trump’s ongoing pressure on the Fed, what makes a good investment banker, Rob’s history with Goldman Sachs and the Dallas Fed, and much more. 00:00 - Intro 01:15 - Intr…
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Oracle’s Massive AI Forecast, Hot IPOs Explained | The Friday Market Wrap!
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24:05In this episode of The Weekly Wrap, Steve Eisman discusses Oracle’s earnings report and their massive AI-driven forecast. He also breaks down the state of IPOs, addresses bubble concerns, and takes a mailbag question regarding portfolio risk. Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and ac…
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Who Is The Best Generation? | Ep. 028 Lemonade Stand 🍋
1:33:51
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1:33:51On this week's show... Aiden scrolls on his phone, DougDoug buys a website, and Atrioc tells us what it was like back in his day We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 028 Recorded on: September 9th, 2025 Clips Channel: ht…
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Steve Eisman’s Masterclass on Financial Literacy | The Real Eisman Playbook Episode 24
1:07:42
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1:07:42In this episode of The Real Eisman Playbook, Steve Eisman gives his first masterclass on financial literacy. He discusses a variety of topics, including long-term vs short-term investing, the dangers of thesis creep, how to value companies, and much more. Figures discussed in the episode are as of June 18, 2025. Subscribe 👉🏻https://www.youtube.com/…
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Google Wins Antitrust Case, Is AI The Next Bubble? | The Friday Market Wrap!
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15:27In this episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s tariffs being rejected by the US Court of Appeals, Google’s win in the antitrust case, and the current state of Apple. He also discusses Kraft Heinz splitting into two, the impact of AI on tech software, and if he’s worried about an AI bubble. Subscribe 👉🏻https://www…
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Episode 160: Modi & Leo come to you with another YouTube Live session! Be sure to subscribe to Modi's YouTube channel to catch the next time we are live! Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows visit www.modilive.com. Follow Modi on Insta…
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Everyone Is Gerrymandering Now | Ep. 027 Lemonade Stand 🍋
1:43:28
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1:43:28On this week's show... Aiden becomes a King Maker, Atrioc learns how to rig an election, and DougDoug tells us about DrugDrugs. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 027 Recorded on: September 02, 2025 Clips Channel: http…
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Steve Eisman Answers YOUR Investing Questions | The Real Eisman Playbook Episode 23
43:30
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43:30In this episode of The Real Eisman Playbook, Steve answers viewer questions regarding understanding the Fed, how to know what stocks to select, recovering from financial loss, and much more! Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linkt…
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Trump vs The Fed, U.S. Takes 10% Stake in Intel, Cracker Barrel Cracks | The Friday Market Wrap!
34:09
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34:09In this week’s episode of The Weekly Wrap, Steve Eisman breaks down the latest on Trump’s firing of Lisa Cook and his battle with the Fed, Intel’s new deal with the U.S. government, a deep dive into the stock year so far, and the recent Cracker Barrel controversy. Subscribe 👉🏻 https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect w…
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Ranking the Top 10 Worst Rebrands of All Time | Ep. 026 Lemonade Stand 🍋
1:38:00
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1:38:00We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 026 Recorded on: August 26th, 2025 Clips Channel: https://www.youtube.com/channel/UCurXaZAZPKtl8EgH1ymuZgg Follow us TikTok - https://www.tiktok.com/@thelemonadecast Instagram - https…
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Tesla vs Waymo: Who Will Win the Robotaxi Race? | The Real Eisman Playbook Ep. 22
1:02:23
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1:02:23In this episode of The Real Eisman Playbook, Steve is joined by Itay Michaeli, the senior auto analyst at TD Cowen. The two of them discuss all things Tesla, from the company’s declining earnings, the impact of Elon Musk’s politics, the battle with Waymo, and much more. They also discuss China’s status in the AV race, the future of autonomous EV ve…
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Powell Says Nothing & Markets Cheer, Amazon Wins & Target Loses | The Friday Market Wrap!
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15:14In this week’s episode of The Weekly Wrap, Steve Eisman breaks down why Target, Macy’s, and other once-dominant retailers are struggling while Amazon and Costco continue to dominate. He also discusses Fed Chair Powell’s speech and gives an update on the slow week of earnings. Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 ht…
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Episode 159: In this experimental episode (which aired live in real-time on Modi's YouTube channel) Leo and Modi sit down for an intimate chat covering everything from Labubus to Billy Joel, and what it's like to have a text conversation with Modi. Remember: Hydrate, Moisturize, and Be Nice! Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY…
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What's After Superheroes? | Ep. 025 Lemonade Stand 🍋
1:32:14
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1:32:14On this week's show... Atrioc defends America, DougDoug crashes Intel's party, and Aiden does some math. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 025 Recorded on: August 19th, 2025 Clips Channel: https://www.youtube.com/chan…
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Industrial Sector Explained: Data Center Growth & Rise of Vertiv | The Real Eisman Playbook Ep. 21
56:20
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56:20In this episode of The Real Eisman Playbook, Steve is joined by Steve Tusa from JP Morgan to discuss the industrial sector. They discuss the sector’s history and current themes, the rapid growth of data centers, the rise of Vertiv, and the lessons to learn from Honeywell and GE. 0:00:00 - Intro 0:01:56 - The Industrial Sector: History & Themes 0:04…
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The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!
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24:52In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head into the fall. Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect wi…
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We Fix Your Businesses | Ep. 024 Lemonade Stand 🍋
1:31:23
1:31:23
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1:31:23On this week's show... Aiden calls in from Europe, DougDoug evaluates a cruise, and Atrioc looks for a new credit card. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 24 Recorded on: August 12th, 2025 Clips Channel: https://www.yo…
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Steve Eisman Shares the Real Story Behind Predicting the 2008 Crash
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1:00:00In this episode of the Real Eisman Playbook, we're doing something a little different. In the past I've only interviewed guests, but today I'm going to be interviewed. For this endeavor I needed a real professional so I brought in Melissa Lee of CNBC. In this episode, we discuss the state of the market today, my early career, The Big Short (both th…
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Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!
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19:04In this week's episode of the Weekly Wrap, Steve Eisman breaks down Trump's aggressive tariff strategy, Apple's $600 billion investment, Palantir's explosive growth, how AI is disrupting the tech sector, and more. Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch epis…
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Applying to Jobs in 2025 | Lemonade Stand 🍋
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1:52:11On this week's show... Atrioc investigates some numbers, Aiden asks about jobs, and DougDoug invests for the memes. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 023 Recorded on: August 4th, 2025 Clips Channel: https://www.youtub…
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Episode 158: NYT best-selling author Jake Cohen visits the pod (for the third time!) to discuss our mutual love of salads, Gen Z jeans, and of course his most recent cookbook: Dinner Party Animal. Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows v…
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Venture Capital Revealed: Behind the Schemes They Haven’t Told You
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50:35In this episode of The Real Eisman Playbook, Steve Eisman and his guest, Stu Ellman of RRE Ventures, delve into the intricate world of venture capital, exploring its evolution, the impact of market crashes, and the changing dynamics of investment strategies. They discuss the rise and fall of tech valuations, the effects of the 2008 financial crisis…
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How Tariff Deals, Pharma Shocks, & Mega Mergers Redefined the Market - The Friday Market Wrap!
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22:45In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnin…
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The 2028 Presidential Draft | Ep. 022 Lemonade Stand 🍋
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1:37:20On this week's show... Atrioc looks into the future, DougDoug doesn't talk about AI, and Aiden gives out more "financial advice". We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 22 Recorded on: July 29th, 2025 Clips Channel: https:…
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The Secrets of the Short Seller Part 2: The Blueprint for Strategy & Survival
1:01:31
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1:01:31In this episode, Steve Eisman interviews Brad Safalow, a seasoned short seller, discussing the intricacies of short selling, market structures, and specific case studies of companies like Freshpet, Trupanion, and Kinsale Insurance. They delve into the criteria for identifying short opportunities, the challenges faced in the current market, and the …
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Meme Stock Resurgence: Warning Signs or Just Noise? - The Friday Market Wrap!
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24:02In this episode of the The Weekly Wrap, Steve Eisman discusses the latest market trends, key earnings reports, and the dynamics of various industries including wireless, cable, and home building. He highlights the performance of major companies, the impact of economic factors on different sectors, and the resurgence of meme stocks. Subscribe to The…
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Big Tech's Game of Thrones | Ep. 021 Lemonade Stand 🍋
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1:40:14On this week's show... Aiden always pays his debts, Atrioc sees winter is coming, and DougDoug drinks and knows things. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 21 Recorded on: July 22nd, 2025 Clips Channel: https://www.yout…
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Episode 157: Back by popular demand, Dovie Neuberger returns to discuss his new comedy club, how to handle performing in a room that's not built for comedy and the meaning of a "sheva brachot." Send us Modi Mail! 118A Orchard St. PMB #208 New York, NY 10002 Modi's special "Know Your Audience" is available on YouTube now! For all upcoming shows visi…
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The Secrets of the Short Seller: How the Pros Spot Trouble
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46:54In this episode of The Real Eisman Playbook, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research, focusing on the intricacies of short selling and the factors that contribute to identifying potential shorts. They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, h…
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Earnings Season Kickoff, Bank Earnings & Nvidia China Greenlight — The Friday Market Wrap!
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25:50In this episode of The Weekly Wrap, Steve Eisman provides a comprehensive overview of the current stock market, particularly focusing on the earnings season, with detailed analyses of major banks like JPMorgan, Wells Fargo, Citigroup, and Goldman Sachs. Steve explains key financial metrics and their implications for bank valuations. He also touches…
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The Lina Khan Episode | Ep. 020 Lemonade Stand 🍋
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1:19:57On this week's show we sat down with the Federal Trade Commissioner of the Biden administration to ask hard hitting questions about tech, government, and what the FTC actually is... We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 2…
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Episode 156: In this very special episode, Modi is joined by his dear friend of thirty years, Jeff Ross. Famously known as The Roastmaster General, Ross is the star of his new one man show on Broadway "Take a Banana for the Ride." They discuss Ross's recent battle with cancer, his lifelong love of Broadway and how roasting is an act of love. Send u…
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Why the Market's Surging Despite the Headlines
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1:02:12In this episode of The Real Eisman Playbook, Steve Eisman and Chris Verrone from Strategas discuss the current state of the market, analyzing trends, sentiment, and the performance of various sectors. They explore the importance of understanding market internals, the role of momentum in investing, and the implications of inflation on market dynamic…
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Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!
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32:16In this episode of The Weekly Wrap, Steve Eisman discusses the recent passage of President Trump’s significant legislation, the implications of ongoing tariff discussions, and the current state of the stock market. He also addresses listener questions regarding investment strategies, market manipulation, and the role of money market funds. The epis…
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Returned, The Trade Wars Have | Ep. 019 Lemonade Stand 🍋
1:30:21
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1:30:21On this week's show... Atrioc and DougDoug bring up old news and Aiden looks at some creative financial advice. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 19 Recorded on: July 7th, 2025 Clips Channel: https://www.youtube.com/c…
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Don't Get Fooled Again: Pulitzer Winner Warns of Wall Street's Dark Side
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55:43In this episode of The Real Eisman Playbook, Pulitzer Prize-winning journalist Gretchen Morgenson discusses her career in investigative journalism, focusing on the dark side of Wall Street, the AIG scandal, and the financial crisis. She highlights the role of private equity in modern finance and its impact on various industries, including healthcar…
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Jobs Shock, Bank Buyback Boom & AI Talent Wars — The Friday Market Wrap!
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17:18In this episode of the Weekly Wrap, Steve Eisman discusses the current state of the market, highlighting significant economic indicators and trade relations. He delves into the implications of recent trade agreements and the performance of the banking sector, particularly in light of stress tests. The episode also features a mailbag segment where E…
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We Fixed The Supreme Court | Ep. 018 Lemonade Stand 🍋
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1:36:58On this week's show... Doug orders tungsten cubes for the office, Atrioc signs an executive order, and Aiden looks at a dollar. We launched a Patreon! - https://www.patreon.com/lemonadestand for bonus episodes, discord access, a book club, and many more ways to interact with the show! Episode: 017 Recorded on: June 25th, 2025 Clips Channel: https:/…
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