The Real Eisman Podcast

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George Noble vs. The Consensus: Gold, Energy, AI Skepticism, and the Case Against Tesla

Steve Eisman

Published on: 22/02/2026

Steve Eisman interviews veteran buy-side investor George Noble on gold vs. the dollar, energy over tech, AI overinvestment risk, Tesla valuation, Bitcoin skepticism, and why 2026 may favor active stock pickers.

AI’s $650 Billion Question: Hype, Hallucinations, and Real Business Value

Steve Eisman

Published on: 15/02/2026

Steve Eisman speaks with Columbia professor Daniel Guetta on what large language models really are, why they hallucinate, what agentic AI means, and whether AI spending will ever pay off.