The Real Eisman Podcast

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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 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.

Silver Crashes, Crypto Breaks, and the AI Arms Race Accelerates

Steve Eisman

Published on: 06/02/2026

Silver plunged, Bitcoin collapsed, software stocks imploded, and hyperscalers doubled down on AI capex. Eisman explains what broke—and what comes next.

Silver’s Shock, Healthcare’s Collapse, and a Market Searching for Breadth

Steve Eisman

Published on: 30/01/2026

Steve Eisman breaks down silver’s explosive rally, weak consumer staples, UnitedHealth’s collapse, and why markets may be broadening in 2026.