The Real Eisman Podcast

BLOG

George Noble vs. The Consensus: Gold, Energy, AI Skepticism, and the Case Against Tesla

Steve Eisman

Published on: 22/02/2026

Steve Eisman interviews veteran buy-side investor George Noble on gold vs. the dollar, energy over tech, AI overinvestment risk, Tesla valuation, Bitcoin skepticism, and why 2026 may favor active stock pickers.

Flight to Safety, Private Credit Stress, and the Brewing Life Insurance Risk

Steve Eisman

Published on: 19/02/2026

Steve Eisman breaks down market stress beneath the surface, private credit redemption risk, software’s collapse, and a potentially serious problem emerging in life insurance.

AI’s $650 Billion Question: Hype, Hallucinations, and Real Business Value

Steve Eisman

Published on: 15/02/2026

Steve Eisman speaks with Columbia professor Daniel Guetta on what large language models really are, why they hallucinate, what agentic AI means, and whether AI spending will ever pay off.

AI Panic Spreads, the Consumer Splits, and Health Insurers Break Further

Steve Eisman

Published on: 12/02/2026

Eisman breaks down AI-driven market anxiety, mixed consumer signals, collapsing health insurance models, and why “cheap” stocks aren’t always bargains.