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

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

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

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

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

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

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The “Vibe Session” Economy: Why the Consumer Looks Fine Until It Doesn’t

The “Vibe Session” Economy: Why the Consumer Looks Fine Until It Doesn’t

The “Vibe Session” Economy: Why the Consumer Looks Fine Until It Doesn’tSteve Eisman
Published on: 08/02/2026

Lakshmi Ganapathy explains why credit data still looks stable even as consumers quietly deteriorate beneath the surface.

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Markets, Populism, and the Limits of Confidence

Markets, Populism, and the Limits of Confidence

Markets, Populism, and the Limits of ConfidenceSteve Eisman
Published on: 01/02/2026

Steve Eisman speaks with Jason Trenard on tariffs, populism, inflation, crypto skepticism, private equity risks, and where markets go next.

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