The Real Eisman Playbook

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Gary Marcus to discuss all things AI. Gary is a leading critic of AI large language models and argues that LLMs have reached diminishing returns. Steve and Gary also discuss the business side of AI, where the community currently stands, and much more.

00:00 - Intro

01:29 - Gary's Background with AI & Where We're At Currently

12:51 - AI Hallucinations

22:27 - Gemini, ChatGPT, & Diminishing Returns

26:46 - The Business Side of AI

28:39 - Where the Computer Science Community Stands

33:58 - What's Happening Internally at These Companies?

37:23 - Inference Models vs LLMs

42:54 - What AI Needs To Do Going Forward

49:51 - World Models

55:17 - Outro

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Connect with Steve Eisman and access all things The Eisman Playbook:
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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
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In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell.

00:00 - Intro

01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026

06:45 - Affordability Updates

10:20 - The DOJ's Investigation Into Chairman Powell

10:44 - Earnings: Banks

20:35 - Outro

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

Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8I

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Real Eisman Playbook, Steve Eisman is joined by Warris Bokhari (Claimable) to discuss the growing U.S. healthcare crisis. They explore how AI-driven claim denials, outdated medical policies, and profit pressures are reshaping care, often at the expense of patients. Warris also shares powerful stories from the front lines and what his company is doing to help.

0:00:00 - Intro

0:02:40 - Warris Bokhari's Background

0:03:48 - Claimable and Breaking Down the Problems with the US Healthcare System

0:24:55 - Medicare & Medicaid

0:33:19 - ACA

0:40:56 - What Claimable Does

0:43:31 - AI Denials

0:55:54 - Breakage & Shift Left

1:01:22 - Potential Solutions

1:03:37 - How Mark Cuban Factors In

1:05:35 - Real Life Stories of the US Healthcare System's Failure

1:14:40 - Why Warris Does What He Does

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors matter less than ever. He also takes a look at the impact of Index Investing and answers a mailbag question on PayPal’s collapse.

00:00 - Intro

01:15 - Venezuela & Market Ramifications

02:00 - 5 Long-Term Structural Themes To Understand the Market

05:08 - Tech & Tech Related Stocks Dominate the Market

12:18 - Consumer Stocks, Consumers' Impact on Movement & Every Day Life

15:31 - The Impact of Index Investing

18:59 - Mailbag: PayPal's Recent Performance

22:14 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8I

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
Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Weekly Wrap, Steve Eisman breaks down NVIDIA's record-breaking surge. The company continues to grow, but the overall anxiety around AI is undeniable. Steve also breaks down some earnings from Home Depot, Target, Lowe's, and Walmart. He also takes a variety of mailbag questions.

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00:00 - Intro

01:05 - NVIDIA Had a Big Week, But the Market Reversed. Why?

06:50 - Oracle

07:40 - Home Depot

09:13 - Lowe's

09:59 - Target

10:47 - Walmart

12:46 - Blue Owl

14:15 - Mailbag: Is the 2%/20% Fair?

16:34 - Mailbag: Identifying When a Stock Has Reached Fair Value

18:23 - Mailbag: The Indian Stock Market

19:20 - Mailbag: Progressive

20:37 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
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
Learn more about your ad choices. Visit megaphone.fm/adchoices