Best Steve Eisman Podcasts (2025)

1
Twitter Spaces-The Noble Update: Steve Eisman on Financial Markets, Housing, AI, and Comic Books 1:39:02

16d ago1:39:02

1:39:02

This is a bonus episode featuring a replay of 'The Noble Update' Twitter Spaces session hosted by George Noble @gnoble79 and co-host Dilley @DilleyCouture, who Steve Eisman joins as he discusses various topics, including the origins of his investment ideas, his thoughts on current market dynamics, and his perspective on housing and financial sector…

1
Cole Wilcox on The Power Law of Investing | #584 1:04:02

4d ago1:04:02

1:04:02

Today’s guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today’s episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how …

1
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583 49:06

11d ago49:06

49:06

Today’s guest is Alex Wright, Global Wealth Strategist at Apollo. In today’s episode, Alex discusses the fragility of public markets, citing high valuations, rising correlations, and limited diversification opportunities, which prompt a need to reassess traditional 60/40 portfolios. Then he walks through the opportunity in private markets, includin…

1
Spanning the Gamut of Financial Services with Dwight Collins. 1:11:14

15d ago1:11:14

1:11:14

In this episode of 'The Eisman Playbook,' Steve is joined by special guest Dwight Collins, co-head of U.S. and head of institutional sales at Autonomous, a boutique financial firm. They delve into the nuances of institutional sales, comparing the differences between bulge bracket and boutique firms. Dwight shares insights about financial services, …

1
The Weekly Wrap: Market Movements, Trade Updates, and Corporate Earnings 13:28

18d ago13:28

13:28

In this week's The Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. Market Movements, Trade Updates, and Corporate Earnings: A Weekly Wrap with Steve EismanIn this episode of the Weekly Wrap, Steve Eisman reviews the latest market movements, including a significant rally this week with the S&P 500 up 6.5%…

1
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics | #582 45:35

18d ago45:35

45:35

Today’s guest is Philipp Carlsson-Szlezak, Global Chief Economist at BCG and author Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk. In today’s episode, Philipp starts by sharing his framework to assess macroeconomic risk, emphasizing the importance of adapting to changing global conditions. Then he applies that framework to…

1
Five Things I Learned about Housing from Ivy Zelman! 8:01

19d ago8:01

8:01

In this episode, Steve Eisman summarizes his recent podcast interview with renowned housing analyst Ivy Zelman, sharing five critical insights about the current housing market. They discuss why home affordability is declining, the impact of rising mortgage rates, the professionalism and land purchasing strategies of today's home builders compared t…

1
Analyzing Housing Market Trends with Ivy Zelman: Current Challenges and Future Outlook 57:42

22d ago57:42

57:42

In this episode of The Eisman Playbook, Steve Eisman discusses the current housing market with Ivy Zelman of Zelman Associates. They explore the transformation of the homebuilding industry since the pre-crisis era, focusing on changes in balance sheets, land acquisition practices, and the impact on market dynamics. The episode delves into the affor…

1
The Weekly Wrap: Market Movements, Trade News, and Earnings Highlights! 19:18

25d ago19:18

19:18

A Weekly Wrap: Market Movements, Trade News, and Earnings HighlightsIn this week's Weekly Wrap episode hosted by Steve Eisman, key market updates and trade news are discussed. The S&P 500 and NASDAQ were down marginally, capping off a strong rally. Significant trade developments included President Trump's proposed tariffs on foreign-produced movies…

1
Navigating the Storm: The Impact of US-China Tariffs on Logistics w/ Craig Fuller 1:03:28

29d ago1:03:28

1:03:28

In this episode of The Eisman Playbook, Steve Eisman discusses the dramatic effects of US-China tariffs on the logistics industry with Craig Fuller, CEO of Freight Waves. The conversation explores the significant drop in container shipments from China, the resulting impact on US supply chains, and the broader economic repercussions. As companies ha…

1
The Weekly Market Wrap: Mixed Earnings and Trade Uncertainty 14:48

1M ago14:48

14:48

In this debut installment of the Friday Market Wrap! on the Eisman Playbook Podcast, Steve Eisman reviews the week's market performance, highlighting key movements in the S&P 500, Nasdaq, and significant earnings reports. Despite initial dips following President Trump's tariff announcements, the markets rallied. Eisman offers a detailed analysis of…

1
Five Things I Learned from This Week's Episode on Banks! 4:22

1M ago4:22

4:22

Discover how Dodd-Frank reshaped banking and boosted private credit in the latest Eisman Playbook episode. Tune in to explore potential shifts in the financial landscape. Connect with Steve Eisman and access all things The Eisman Playbook:🌐 https:// linktr.ee/eismanplaybook→ Follow on socials, watch episodes, and get the latest updates — all in one…

1
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581 19:54

1M ago19:54

19:54

Today’s episode features the most memorable investments from Jeremy Grantham, John Arnold and Sam Zell. (0:00) Starts (0:53) Jeremy Grantham (5:25) John Arnold (8:24) Sam Zell To listen to the full episodes, click the links below: Jeremy Grantham I: Apple, Spotify, YouTube Jeremy Grantham II: Apple, Spotify, YouTube John Arnold: Apple, Spotify, You…

1
A Financial Crisis or Just a Bank Stock Correction? 1:01:09

1M ago1:01:09

1:01:09

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 b…

1
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580 1:07:13

1M ago1:07:13

1:07:13

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…

1
Kaput! Dissecting Europe’s Economic Struggles with author Wolfgang Münchau 1:18:34

1M ago1:18:34

1:18:34

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 Eu…

1
How Netflix Revolutionized the Future of Media with Michael Nathanson 1:25:43

2M ago1:25:43

1:25:43

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 compan…

1
UBS’ Paul Donovan on Tariff Trouble, Swiftonomics & Republican Swings | #579 52:09

2M ago52:09

52:09

Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…

1
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578 1:05:07

2M ago1:05:07

1:05:07

Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…

1
Understanding the Financial Crisis: A Masterclass with Steve Eisman 1:11:51

2M ago1:11:51

1:11:51

In this episode of the Eisman Playbook, Steve Eisman delivers a masterclass on the 2008 financial crisis, breaking down its causes, including excessive leverage in large financial institutions, the collapse of subprime mortgages, systemic ownership of the failed asset class, and the role of derivatives. Steve discusses how banks’ leverage works, th…

1
Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial Crisis 1:09:06

2M ago1:09:06

1:09:06

Steve Eisman, joined by former partners Danny Moses, Porter Collins, and Vincent Daniel, delve into recent market upheavals caused by President Trump's tariff announcements. They analyze the implications of these policies, the reaction of global markets, and the potential for a bear market. They also reminisce about their time depicted in The Big S…

1
Trump's Tariff Shocker! Big Short Investor Weighs In with Dan Clifton of Strategas 1:03:12

2M ago1:03:12

1:03:12

Trump Announces Sweeping Tariffs, Calling It a "Declaration of Economic Independence" Join Big Short Investor Steve Eisman and special guest Dan Clifton from Strategas as they dissect the latest market turmoil caused by President Trump's unexpected tariff announcement. Recorded on April 3, 2025, this episode dives deep into the intricate implicatio…

1
The Eisman Playbook Podcast Trailer 0:47

2M ago0:47

0:47

I'm Steve Eisman and welcome to my podcast The Eisman Playbook. In my 35 years of experience of investing in markets, I've seen many ups and downs. You might know me because I was depicted in the book The Big Short, by Michael Lewis and portrayed by Steve Carell in the movie of the same name. In this podcast, we are going to explore and analyze mar…

1
UBS’ Mark Haefele – The New Rules of Investing From A $4 Trillion Investment Advisor | #577 56:16

2M ago56:16

56:16

Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…

1
Christopher Zook - Accessing Private Markets (Pro Sports Teams, Private Equity & GP Stakes) 53:26

2M ago53:26

53:26

Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…

1
Barry Ritholtz - Debunking Investment BULLSH$T! | #575 1:18:57

2M ago1:18:57

1:18:57

Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …

1
Buy Stock Where You Shop With Grifin | Aaron Froug | #574 36:42

3M ago36:42

36:42

Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…

1
Jacqueline Faber: A Journey into Dark Academia | #573 53:57

3M ago53:57

53:57

Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…

1
MEBISODE: Can We All Invest Like Yale? 28:25

3M ago28:25

28:25

In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Intereste…

1
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572 1:06:53

3M ago1:06:53

1:06:53

Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…

1
Former Merrill Strategist Chuck Clough – This Time is Different | #571 1:03:25

3M ago1:03:25

1:03:25

Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …

1
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 50:45

4M ago50:45

50:45

Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…

1
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569 1:03:39

4M ago1:03:39

1:03:39

Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…

1
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568 1:11:59

4M ago1:11:59

1:11:59

Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares his framework for investing in successful early-stage companies. He exp…

1
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567 1:05:43

4M ago1:05:43

1:05:43

My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why …

1
Wendy Li on How To Invest Like Elite Endowments | #566 59:58

5M ago59:58

59:58

Today's guest is Wendy Li, founder and CIO of Ivy Invest, which offers an endowment-style fund with traditional and alternative assets. She’s spent her career as an institutional investor managing billions of dollars for some of New York’s largest endowments and foundations. In today's episode, Wendy walks through the strategies and principles behi…

1
Audiobook - Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #565 2:12:31

5M ago2:12:31

2:12:31

In this special episode, I’m releasing the full audiobook of Shareholder Yield: A Better Approach to Dividend Investing. While you can purchase the audiobook on Amazon, podcast listeners can listen here for free! Check out the description and times of each chapter below. About The Book For decades, both professional money managers and retail invest…

1
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564 3:47

5M ago3:47

3:47

In today's episode, we look back on an amazing 2024 with the episodes that YOU enjoyed the most. Aswath Damodaran: Apple, Spotify & YouTube Brad Gerstner: Apple, Spotify & YouTube Cliff Asness: Apple, Spotify & YouTube Hendrik Bessembinder: Apple, Spotify & YouTube Kenneth French: Apple, Spotify & YouTube Have feedback or questions? Want to sponsor…

1
Felix Zulauf - The Next Market Reversal Could Be Ugly! | #563 55:16

5M ago55:16

55:16

Today’s returning guest is macro-expert Felix Zulauf, founder of Zulauf Consulting. He was previously the global strategist for UBS and later ran his own asset management firm. In today’s episode, Felix explains why he’s concerned about the concentration of global equity markets and why he believes the US stock market is in a bubble. Then he shares…

1
Fran Kinniry on The Past, Present & Future of Vanguard | #562 50:46

6M ago50:46

50:46

My guest today is Fran Kinniry, Principal and Head of Vanguard Investment Advisory Research Center. Fran has been at Vanguard since 1997 and served as the Global Head of Private Investments and Global Head of Portfolio Construction. In today’s episode, Fran highlights the role of advisors to help investors stay disciplined and avoid creating their …

1
Robeco’s Matthias Hanauer - Think Value Investing Is Outdated? Think Again | #561 46:52

6M ago46:52

46:52

Today’s guest is Matthias Hanauer, a researcher on Robeco’s Quant Equity Research team. In today’s episode, we discuss the intricacies of value investing, the impact of various factors such as interest rates and market conditions, and the potential for emerging markets and small cap stocks going forward. Matthias highlights his research on the ‘Fac…

1
Michael Venuto on ETFs in 2024: FIRE, Crypto, Nancy Pelosi & More | #560 1:06:54

6M ago1:06:54

1:06:54

My guest today is Michael Venuto, CIO & co-founder of Tidal Financial Group, an ETF platform with over 175 ETFs and $25 billion in assets. In today’s episode, Mike & I discuss the banner year for the ETF industry and some of the trends contributing to the record inflows and fund launches. Then Mike talks about some different strategies, including E…

1
Joel Nagel on Global Asset Protection: Defense for a Dangerous World | #559 57:29

6M ago57:29

57:29

My guest today is Joel Nagel, founder of the international law firm Nagel & Associates, which has a major focus on asset protection. Joel is also the Chairman of Caye International Bank, and has served as ambassador to Austria, the United Nations in Vienna and to Croatia and Slovenia on behalf of the Belizean government. In today’s episode, Joel st…

1
Aswath Damodaran on Sugar Daddies, The Magnificent Seven & The Art of Selling Stocks | #558 1:03:24

7M ago1:03:24

1:03:24

Today’s returning guest is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran delves into the intricacies of investing and the lifecycle of companies. He also covers the challenges of valuation in a changing economy, the trend of buybacks versus dividends, and the e…

1
JP Morgan's David Kelly - Spread Out or Miss Out: The Urgent Case for Diversification | #557 47:28

7M ago47:28

47:28

My guest today is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. In today’s episode, Dr. David Kelly discusses various economic themes, including inflation, consumer sentiment, the value of the dollar, and the government deficit. He also covers the current state of glo…

1
📚 NOW AVAILABLE: Shareholder Yield: A Better Approach to Dividend Investing - 2nd Edition | #556 3:47

7M ago3:47

3:47

BIG NEWS! I just published the 2nd edition of Shareholder Yield: A Better Approach to Dividend Investing. For a limited time, the eBook is available for free! About The Book For decades, both professional money managers and retail investors have revered dividend stocks. However, an objective examination of historical data reveals a surprising truth…

1
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555 39:01

7M ago39:01

39:01

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades.…

1
Meb Faber & Wes Gray - Unlocking Tax Efficiency: Inside the Launch of Cambria's Groundbreaking ETF 39:25

7M ago39:25

39:25

Today's guest is Wes Gray, CEO & Co-CIO of Alpha Architect and a strategic advisor to ETF Architect. Wes & I discuss the Cambria Tax Aware ETF (TAX), which aims to achieve a tax-efficient investment return consisting of capital appreciation while emphasizing low dividend distributions. We also break down the 351 to ETF contribution process and how …

1
Dr. Bryan Taylor - Surprising Lessons from 100 Years of Financial History | #553 40:32

7M ago40:32

40:32

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information. In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history o…

1
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets | #552 56:01

8M ago56:01

56:01

Today's guest is Owen Lamont, a Portfolio Manager at Acadian Asset Management. He’s been on the faculty at Harvard, Princeton, Yale and the University of Chicago. He also writes the blog, Owenomics. In today's episode, Owen walks through how he analyzes market bubbles and if the U.S. is in a bubble today. He touches on the rise of passive investing…

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