The Real Eisman Podcast

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Software Is Breaking: The AI Shock That’s Reshaping a $Trillion Industry

Steve Eisman

Published on: 13/04/2026

AI is rewriting the rules of the software industry. Once the most predictable and high-growth sector in tech, software is now facing collapsing valuations, uncertain pricing power, and existential disruption.

War, AI, and Private Credit: Why Markets Are Breaking in 2026

Steve Eisman

Published on: 10/04/2026

A deep dive into how the Iran conflict, AI disruption, and private credit risks are reshaping global markets—and why investors are navigating one of the most complex environments in decades.

Markets, War & Hidden Risk: Why Oil Isn’t the Only Problem

Steve Eisman

Published on: 05/04/2026

As markets react to every headline from the Iran conflict, deeper risks are building beneath the surface. From oil shocks and Fed uncertainty to opaque private credit exposure, this breakdown reveals what actually matters—and what investors may be missing.

The Market Is Watching the War — But Missing the Real Risk

Steve Eisman

Published on: 01/04/2026

Markets are reacting to every headline from the Iran war, but the real risk may lie elsewhere. Beneath the volatility, private credit shows signs of hidden exposure, rising opacity, and misplaced confidence—conditions that could matter far more than the headlines themselves.