The Real Eisman Podcast

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Weekly Market Wrap: Earnings, War Impact & Recession Outlook

Steve Eisman

Published on: 24/04/2026

Explore how earnings season, rising oil prices, and global tensions are shaping recession fears and market trends in this week’s analysis.

Markets, War, and Credit Cycles: What Investors Are Missing Right Now

Steve Eisman

Published on: 16/04/2026

A sharp breakdown of the Iran conflict, bank earnings, and credit cycle signals—what they reveal about markets and where risk may emerge next.

War, AI, and Private Credit: Why Markets Are Breaking in 2026

Steve Eisman

Published on: 10/04/2026

A deep dive into how the Iran conflict, AI disruption, and private credit risks are reshaping global markets—and why investors are navigating one of the most complex environments in decades.

The Market Is Watching the War — But Missing the Real Risk

Steve Eisman

Published on: 01/04/2026

Markets are reacting to every headline from the Iran war, but the real risk may lie elsewhere. Beneath the volatility, private credit shows signs of hidden exposure, rising opacity, and misplaced confidence—conditions that could matter far more than the headlines themselves.