The Real Eisman Podcast

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Why AI, Not Banks, Could Determine the Future of the U.S. Economy | Steve Eisman

Steve Eisman

Published on: 16/07/2026

Steve Eisman explains why AI and private credit—not banks—are becoming the biggest drivers of the U.S. economy. Explore key insights from bank earnings, IBM, Circle, Netflix, and more.

AI Is Driving Half of U.S. Growth—But Is the Market Too Dependent?

Steve Eisman

Published on: 09/07/2026

Artificial intelligence is fueling nearly half of U.S. economic growth, but growing capital spending, market concentration, and profitability concerns could reshape the investment landscape.

Market Rally Slows as AI Stocks Face Pressure: Micron, Accenture & Q2 Market Review

Steve Eisman

Published on: 25/06/2026

The second-quarter market rally is losing momentum as AI stocks face growing pressure. Explore Micron's record earnings, Accenture's disappointing results, SpaceX volatility, sector performance, and key investment trends shaping the market.

AI's Growing Risks: Capital Intensity, Token Pricing, and the Cracks Emerging in the AI Boom

Steve Eisman

Published on: 19/06/2026

Explore the growing risks facing the AI industry, from rising capital expenditures and token pricing backlash to increasing competition, regulatory concerns, and uncertain ROI for investors.