The Real Eisman Podcast

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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.

War, Credit, and Housing — The Three Forces Driving Markets Right Now

Steve Eisman

Published on: 27/03/2026

Iran war headlines, private credit stress, and housing affordability are shaping markets. Here’s the real breakdown.

War, Oil Prices, and the Rise of a New Credit Cycle

Steve Eisman

Published on: 19/03/2026

Rising oil prices, inflation fears, and stress in private credit markets signal a potential new credit cycle. Here’s what investors need to understand.