The Real Eisman Podcast

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AI's Biggest Bottleneck Is Power, Not Chips | Steve Eisman

Steve Eisman

Published on: 19/07/2026

Explores why power infrastructure, data centers, GE Vernova, Tesla, and grid expansion are critical to the future of AI and sustainable energy.

Why AI, Not Banks, Could Determine the Future of the U.S. Economy | Steve Eisman

Steve Eisman

Published on: 16/07/2026

Steve Eisman explains why AI and private credit—not banks—are becoming the biggest drivers of the U.S. economy. Explore key insights from bank earnings, IBM, Circle, Netflix, and more.

AI, Economy & Investing: Key Insights from Steve Eisman Podcast

Steve Eisman

Published on: 12/07/2026

Explore the biggest insights from Steve Eisman and Apollo's Torsten Sløk on AI, the U.S. economy, interest rates, jobs, deficits, and investment risks.

AI Is Driving Half of U.S. Growth—But Is the Market Too Dependent?

Steve Eisman

Published on: 09/07/2026

Artificial intelligence is fueling nearly half of U.S. economic growth, but growing capital spending, market concentration, and profitability concerns could reshape the investment landscape.