The Real Eisman Podcast

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Why Large Language Models Are Hitting a Wall and What That Means for AI, Capital, and Markets

Steve Eisman

Published on: 18/01/2026

AI critic Gary Marcus explains why large language models face diminishing returns, why OpenAI is vulnerable, and how an AI funding unwind could ripple through markets.

The Real Crisis in American Health Insurance: Denials, Incentives, and Moral Injury

Steve Eisman

Published on: 15/01/2026

A deep examination of why US health insurance fails patients, doctors, and employers, and how systemic denial has become the business model.

Year-End Roundtable: From Tariffs to AI, What 2025 Taught Us and What 2026 Might Demand

Steve Eisman

Published on: 04/01/2026

Steve Eisman with Dan Ives and Chris Verrone reviews 2025’s market chaos and debates AI, banks, housing, and what could drive markets in 2026.

The Financial Crisis Explained: Why Collapse Was Inevitable and How the System Changed Forever (Part Two)

Steve Eisman

Published on: 21/12/2025

Steve Eisman explains why the financial crisis was inevitable, how derivatives tied banks together, and what changed after Dodd-Frank.