The Eisman Playbook

De: Don't Touch My Radio
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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 expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds. Follow Us on Social Media! Production Credits Producer: Collier Landry, Don't Touch My Radio Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services by Don’t Touch My Radio
    Copyright ©2025 Steve Eisman
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Economía Finanzas Personales Política y Gobierno
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Episodios
  • A Financial Crisis or Just a Bank Stock Correction?

    A Financial Crisis or Just a Bank Stock Correction?
    Apr 28 2025
    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 industry from the pre-Great Financial Crisis era to the present. They discuss the emergence of bank stocks following the dot-com bust, the impact of the Great Financial Crisis, and the subsequent regulatory changes, including Dodd-Frank and CECL accounting. The conversation also touches on private equity and credit markets, exploring the potential risks they pose to the financial system. Finally, the hosts reflect on recent earnings seasons, discuss the potential effects of recessions, and consider the future of bank mergers and acquisitions. About my guests: Charles Peabody Brent Erensel - MD Equity Sales - Portales Partners 00:00 Introduction and Market Overview 00:18 Meet the Guests: Charlie Peabody and Brent Ael 01:05 The Pre-Financial Crisis Banking Landscape 02:48 Post-Crisis Regulations and Their Impact03:47 The Rise of Private Capital 04:38 Challenges in Regulating Non-Bank Financial Institutions 08:39 The Future of Bank Stocks 11:45 Historical Parallels: The Panic of 1907 15:50 Liquidity Concerns in Private Equity 22:38 Key Metrics for Bank Investing23:31 Belief in the Book Value of Banks 23:58 Introduction to CECL Accounting 25:43 Impact of CECL on Bank Reserves 28:26 Bank Earnings and Recession Resilience 31:53 Market Sentiment and Bank Stock Recommendations 42:38 Regulatory Environment and Bank Mergers 49:49 Conclusion and Final Thoughts Follow Steve Eisman and The Eisman Playbook on social media: X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns TikTok: ⁠https://www.tiktok.com/@eismanplaybook⁠ – Get bite-sized investing wisdom and clips from the show Instagram: ⁠https://www.instagram.com/eismanplaybook⁠– Behind the scenes, quotes, and episode highlights Website: ⁠https://www.eismanplaybook.com⁠ – Full episodes, articles, and more 👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it. Episode Production Credits Producer: ⁠Collier Landry⁠ Producer & Publicity: ⁠Steven Cohen, Next Horizon Media⁠ Post-Production Services by Don’t Touch My Radio Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 1 m
  • Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau

    Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau
    Apr 21 2025
    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 on Germany’s economic decline, the historical and cultural factors that contributed to it, and its broader implications for Europe. They explore topics like the shift from traditional manufacturing to digital technologies, the interconnectedness of European economies, and the potential impacts of tariffs and trade policies under President Trump. Münchau also highlights the structural weaknesses within the EU, including the complexity of its regulatory environment and the political challenges in unifying diverse economic policies. Key Episode Moments: 00:00 Introduction to Digital Service Surcharges 01:07 Welcome to the Eisman Playbook 02:13 Exploring the End of Paradigms 03:00 The German Economic Miracle 03:12 Meet Wolfgang Münchau 03:58 The State of the European Economy 06:36 Germany's Neo-Mercantilism Explained 10:03 Challenges Facing the German Economy 26:29 The Impact of Global Events on Germany 36:23 Germany's Economic Struggles 36:57 The Role of the Financial Sector 39:13 Germany's Energy Policy and Nuclear Power 42:08 Cultural Shifts in Germany 43:36 Europe's Economic Challenges 49:58 The Impact of President Trump's Tariffs 58:38 Future Trade Deals and Global Tariff Zones 01:08:12 Conclusion and Final Thoughts Watch this episode on YouTube: https://youtu.be/DJPrmT847Vo Buy Wolfgang's book on Amazon: https://amzn.to/4jqmV4e Follow Steve Eisman and The Eisman Playbook on social media: X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns TikTok: https://www.tiktok.com/@eismanplaybook – Get bite-sized investing wisdom and clips from the show Instagram: https://www.instagram.com/eismanplaybook– Behind the scenes, quotes, and episode highlights Website: https://www.eismanplaybook.com – Full episodes, articles, and more 👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it. Episode Production Credits Producer: Collier Landry Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services by Don’t Touch My Radio Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 19 m
  • How Netflix Revolutionized the Future of Media with Michael Nathanson

    How Netflix Revolutionized the Future of Media with Michael Nathanson
    Apr 14 2025
    In this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on companies like Disney and Warner Brothers, highlighting Netflix's current dominance in the streaming wars. Additional conversations cover the challenges for Google and Meta in integrating AI, the state of the cable industry, and media company consolidation. The episode concludes with recommendations on new and old streaming shows to watch. Watch this episode on YouTube: https://youtu.be/BPHQ8GpRAts Key Episode Moments: 00:00 Introduction to the Eisman Playbook 00:04 The Evolution of Media Markets 00:53 Welcome to the Podcast 01:45 Market Reactions and Guest Introduction 03:10 The Rise of Netflix 04:51 The Golden Age of Cable and Film 06:55 The Impact of Competition and Pricing 10:53 The Streaming Revolution 13:43 The Decline of Traditional Media 21:30 The Rise of Streaming Giants 33:45 The Global Scale of Netflix 39:56 Market Challenges for Warner Brothers and Paramount 40:55 Apple's Content Strategy and Challenges 43:54 Disney's Market Struggles and Streaming Strategy 47:26 Disney's Handling of Star Wars and Marvel 54:07 AI and Its Impact on Google and Facebook 01:07:13 Cable Companies in the Modern Media Landscape 01:12:14 TV Show Recommendations 01:15:50 Conclusion and Closing Remarks Michael's company website: https://www.moffettnathanson.com/ Follow Steve Eisman and The Eisman Playbook on social media: X (Twitter): https://x.com/EismanPlaybook – Stay up to date with Steve’s latest insights YouTube: https://www.youtube.com/@TheEismanPlaybook– Subscribe for exclusive video episodes and expert breakdowns TikTok: https://www.tiktok.com/@eismanplaybook – Get bite-sized investing wisdom and clips from the show Instagram: https://www.instagram.com/eismanplaybook– Behind the scenes, quotes, and episode highlights Website: https://www.eismanplaybook.com – Full episodes, articles, and more 👉 Don’t forget to follow, subscribe, and share the show with someone who needs to hear it. Episode Production Credits Producer: Collier Landry Producer & Publicity: Steven Cohen, Next Horizon Media Post-Production Services by Don’t Touch My Radio Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h y 26 m
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