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.

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 Iran War: Market Driver, Strategic Chaos, and the “Messy Middle” Scenario

Steve Eisman

Published on: 30/03/2026

The Iran conflict is now the single biggest driver of global markets. Here’s a deep breakdown of strategy, risks, and what happens next.

The Managed Care Meltdown: UnitedHealth, Medicaid Chaos, and What Comes Next

Steve Eisman

Published on: 22/03/2026

The U.S. health insurance industry is facing structural breakdowns—from risk coding collapse to Medicaid instability. Here’s a deep dive into what’s going wrong.