The Real Eisman Podcast

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The Binding Constraint: What Power Shortages Mean for the AI Boom

Steve Eisman

Published on: 27/11/2025

A deep dive into market swings, Dell’s surprise guidance, Google’s AI leap, and why power shortages not chips are becoming the true constraint on AI growth.

Why the Market Is Still Nervous About AI Despite Nvidia’s Blowout Quarter

Steve Eisman

Published on: 21/11/2025

A look at why markets reversed after Nvidia’s stellar earnings, how AI capex echoes the railroad era, and what weak housing and retail signals mean for investors.