Show
The Real Eisman Playbook
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The Real Eisman Playbook Ep 81
Benn Steil joins The Real Eisman Playbook to argue that persistent US inflation, a hotter-than-expected 3.7% print against 3.6% expected, has pushed futures odds of a Fed hike above 50%, leaving Fed…
AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
Steve Eisman reviews a week of earnings and rate-driven market moves, centered on rising debt yields.
Big Short Reunion w/ Danny Moses: Rising Rates, AI & Private Equity | The Real Eisman Playbook Ep 80
Steve Eisman and Danny Moses reunite to discuss rising rates, AI investing, and private equity.
Market Cracks Under AI Debt Burden | The Weekly Wrap
Steve Eisman, on The Real Eisman Playbook, argues that AI-linked debt is the likeliest source of the next credit problem, with CoreWeave's roughly $35B of debt plus $10B of lease obligations, its 9%…
Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79
Gary Marcus and Steve Eisman discuss the state of AI, arguing that AGI may arrive in roughly a decade but that current systems still cannot reliably follow instructions, and that existential-risk…
Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap
Steve Eisman's Q3 2026 recap argues that the quarter was defined by rising yields, war-driven oil prices, and a market increasingly dominated by AI exposure.
5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
Krishna Guha and host Steve Eisman discuss the sharp rise in US long-term yields, with the 10-year near or above 5%, and argue it reflects a perfect storm of heavy AI-related borrowing, a roughly…
Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
Steve Eisman argues that private equity's large bet on SaaS software buyouts, financed with about 50% variable-rate debt at near-zero-era rates, is heading toward write-downs to zero as higher rates…