The Real Eisman Podcast

BLOG

The Year-End Rap: AI, a K-Shaped Economy, and the Risks Beneath a Strong Market

The Year-End Rap: AI, a K-Shaped Economy, and the Risks Beneath a Strong Market

The Year-End Rap: AI, a K-Shaped Economy, and the Risks Beneath a Strong MarketSteve Eisman
Published on: 18/12/2025

Steve Eisman reviews 2025 markets, AI-driven growth, private credit risks, affordability pressures, and what may define the next cycle.

Read more
The AI Capex Gamble, Oracle’s Wake-Up Call, and a Media Merger That Changes Everything

The AI Capex Gamble, Oracle’s Wake-Up Call, and a Media Merger That Changes Everything

The AI Capex Gamble, Oracle’s Wake-Up Call, and a Media Merger That Changes EverythingSteve Eisman
Published on: 12/12/2025

Oracle’s capex shock, Netflix’s Warner bid, and rising doubts about AI scaling raise serious questions about GDP growth, markets, and returns.

Read more
2025 Market Outlook: Crypto Slide, AI Fears, Housing Crisis and What Comes Next

2025 Market Outlook: Crypto Slide, AI Fears, Housing Crisis and What Comes Next

2025 Market Outlook: Crypto Slide, AI Fears, Housing Crisis and What Comes NextSteve Eisman
Published on: 05/12/2025

A clear breakdown of the crypto pullback, AI market fears, and why US housing is at its worst affordability level in decades.

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

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

The Binding Constraint: What Power Shortages Mean for the AI BoomSteve 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.

Read more

©2025 STEVE EISMAN | POWERED BY UPNEX [AN UP HIGH COMPANY] | Terms & Conditions | Privacy Policy