On this episode of The Weekly Wrap, Steve Eisman breaks down the bank stock rout and explores whether it signals deeper issues in the financial sector. He also discusses Trump's tariffs battle with China and provides an update on last week's mailbag question regarding AI in the workforce.

00:00 - Intro 00:53 - Trump's Tariffs Battle with China 01:56 - Unpacking The Bank Stock Rout 17:26 - Mailbag: An Update on AI in the Workforce 18:08 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

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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.

Copyright ©2025 Steve Eisman

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Steve Liesman from CNBC. The two of them discuss what's really happening with tariffs, the spotty strength of the economy; the Fed and its relationship to politics and Steve’s time and stories as the head of the Wall Street Journal bureau of Russia during the 1990s Yeltsin era.

00:00 - Intro 01:25 - The State of the Economy 06:40 - Health of the Consumer 11:05 - Youth Unemployment & AI 17:30 - What's Really Happening with Tariffs? 25:35 - Political Pressure on the Fed 41:28 - Steve's Time in Russia During the Yeltsin Era

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

On this episode of The Weekly Wrap, Steve Eisman takes mailbag questions from viewers regarding the impact of AI on real life workers, the state of the housing market, CFA exams, and more. He also discusses recent market updates, Fifth Third Buying Comerica, and Apple's current situation.

00:00 - Intro 00:55 - Markets Reach All-Time Highs, OpenAI, Gold 01:14 - Fifth Third Buys Comerica 01:51 - AI Continues to Grow, But the Rest of the Economy Isn't 02:52 - The Impact of AI on Real Life Workers 09:43 - The State of the Housing Market 12:34 - Are CFA Exams Still Worth the Effort? 13:55 - Portfolio Changes 15:18 - Apple's Situation 16:55 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline, Broadcom’s custom chips, and the impact of China and tariffs.

00:00 - Intro 01:48 - Stacy Rasgon's Background & Nvidia's Growth 11:28 - Use Cases For AI 18:23 - GPU vs Custom Made Chips 24:06 - AMD 31:17 - How Important is China For Nvidia? 35:42 - Which Companies Have Done Well? Which Ones Haven't? 42:46 - The Tariffs Situation 45:47 - Intel

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

In 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 - The US Government Shut Down 01:35 - The US Economy 08:24 - The Auto Sector & Why Consumers Are Struggling 24:18 - Opendoor, Meme Stocks, & AI

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

On 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 Authentication 06:20 - Are We In Another Industrial Revolution? Who Are the Winners & Losers? 12:22 - Apple's AI Strategy 19:33 - OpenAI Companies 27:25 - Why is Europe Nowhere To Be Found in AI? 29:25 - Tesla & Waymo 39:25 - Palantir 45:00 - Oklo 49:15 - China 53:25 - Spotify

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

In 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 During a Recession 22:58 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman

In 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 course the tragic murder of CEO Brian Thompson by Luigi Mangione.

00:00 - Intro 02:22 - The Murder of United Health CEO Brian Thompson & Ensuing Fallout 07:34 - Breaking Down Everything Inside United Health Care 17:35 - When Did the Wheels Start to Come Off? 19:53 - What's Happened to Optum Health? 26:45 - How Aggressive Was United in Terms of Coding? 35:53 - Why Has It Taken So Long For Them To Get Their Act Together? 46:30 - What Does United Say These Days?

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

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.

Copyright ©2025 Steve Eisman