The Real Eisman Podcast

BLOG

Flight to Safety, Private Credit Stress, and the Brewing Life Insurance Risk

Steve Eisman

Published on: 19/02/2026

Steve Eisman breaks down market stress beneath the surface, private credit redemption risk, software’s collapse, and a potentially serious problem emerging in life insurance.

AI Panic Spreads, the Consumer Splits, and Health Insurers Break Further

Steve Eisman

Published on: 12/02/2026

Eisman breaks down AI-driven market anxiety, mixed consumer signals, collapsing health insurance models, and why “cheap” stocks aren’t always bargains.