The Real Eisman Podcast

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Private Credit Panic, AI Disruption Fears, and the Future of Finance

Steve Eisman

Published on: 09/03/2026

Investors are panicking over private credit, AI disruption, and falling alternative asset stocks. A deep discussion on what’s really happening in finance, payments, and bank M&A.

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.