The Real Eisman Podcast

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AI Boom or AI Bubble? Understanding the Winners, Risks, and Reality Behind Artificial Intelligence

Steve Eisman

Published on: 31/05/2026

Explore the AI investment landscape, from Nvidia and data centers to software disruption, token economics, and the growing debate over whether AI is a revolutionary technology or a market bubble.

SpaceX IPO, AI Stocks & Market Trends: Key Investment Insights

Steve Eisman

Published on: 28/05/2026

Explore the latest market trends, including the SpaceX IPO, AI's impact on software stocks, Salesforce and Dell earnings, geopolitical uncertainty, and investment opportunities in financial services.

Defense Industry Transformation: Drones, Nuclear Energy & Boeing’s Future

Steve Eisman

Published on: 24/05/2026

Explore how drones, defense tech, nuclear energy, and aerospace are reshaping the future of modern warfare and the defense industry.

Inflation Fears Rise as Nvidia Surges and Consumers Show Signs of Weakness

Steve Eisman

Published on: 21/05/2026

Rising inflation, higher interest rates, weak consumer trends at Walmart and Target, AI pressure on software stocks, and Nvidia’s explosive earnings growth dominate the market conversation.