The Real Eisman Podcast

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The Binding Constraint: What Power Shortages Mean for the AI Boom

Steve Eisman

Published on: 27/11/2025

A deep dive into market swings, Dell’s surprise guidance, Google’s AI leap, and why power shortages not chips are becoming the true constraint on AI growth.

What It Really Takes to Take a Company Public: Lessons From the NYSE to a Modern AI-Driven IPO

Steve Eisman

Published on: 24/11/2025

A behind-the-scenes look at what it truly takes to take a private company public—featuring stories from the NYSE IPO and today’s AI-driven disruptors.

Why the Market Is Still Nervous About AI Despite Nvidia’s Blowout Quarter

Steve Eisman

Published on: 21/11/2025

A look at why markets reversed after Nvidia’s stellar earnings, how AI capex echoes the railroad era, and what weak housing and retail signals mean for investors.

AI, Publishing, and the Fight for Creativity: What I Learned From Three Industry Insiders

Steve Eisman

Published on: 17/11/2025

A deep dive into how AI is reshaping publishing, from author platforms to copyright battles, plus why the industry still refuses to die.