Steve Eisman

In this episode, Steve Eisman and healthcare advocate Warris Bokhari reveal that roughly 15‑17 % of the 5 billion annual U.S. insurance claims—affecting 70‑90 million Americans—are denied, driving bankruptcies, deaths and a profound moral injury across commercial, Medicare, Medicaid and ACA plans. They then outline Claimable’s AI‑powered appeal platform and broader reforms needed to curb wasteful denials and restore fairness to the broken health‑care system.

two sentences.In this first Weekly Wrap of 2026, Steve Eisman explains five long‑term structural themes reshaping the U.S. market – a tech‑heavy S&P dominated by AI‑driven giants, the waning influence of consumer‑focused stocks, the market’s growing detachment from everyday economic reality, the resulting constraints for active managers, and the amplifying effect of passive index investing. He also reviews the 2025 rally, warns that a slowdown in AI spending could spark a rapid, ugly correction, and uses PayPal’s earnings‑beat‑vs‑stock‑underperformance as a vivid case study of these new dynamics.

In this episode of The Real Eisman Playbook, Steve Eisman is joined by Dan Ives of Wedbush and Chris Verrone of Strategus to dissect the year‑end market roller‑coaster—from the 20% plunge after “Liberation Day” to the AI‑driven rally, steady banking credit, commodity surge, and persistent housing weakness—while probing when AI monetization will materialize. They then lay out their 2026 outlook, flagging derivative AI plays such as Snowflake, MongoDB, cyber‑security stocks, data‑center power firms, and a bold case that Oracle could become a key AI infrastructure beneficiary, urging investors to stay agile as narratives continue to shift.

In part two of his masterclass on the 2008 financial crisis, Steve Eisman delves into the complex interplay of subprime mortgages, systemic risk in financial institutions, and the role of credit default swaps that contributed to the inevitable collapse. He argues that the lack of regulation and accountability among Wall Street executives led to significant ethical failures, ultimately causing one of the largest frauds in history and resulting in a global economic downturn.

In this year-end wrap, Steve Eisman highlights four key themes shaping the market in 2025, including the K-shaped economy, the AI revolution, and rising concerns over private credit debt. As investors navigate the complex landscape characterized by significant market fluctuations and inflation's lingering effects, Eisman emphasizes the importance of understanding underlying economic dynamics for future decision-making.

In this masterclass, Steve Eisman delves into the complexities of the 2008 financial crisis, examining its multifaceted causes and how they reshaped today's financial system. He emphasizes the critical role of excessive leverage, the failure of underwriting standards, and the explosive growth of subprime mortgages, providing crucial insights into the past and implications for the future.

In this week's wrap, Steve Eisman discusses the heated competition between Netflix and Paramount for Warner Brothers, amid growing concerns surrounding Oracle's financial outlook and the future of AI technology. With potential regulatory hurdles and skepticism about large AI models, he emphasizes the significant risks facing these industries and the broader economic implications.

In this episode of *The Real Eisman Playbook*, Nigel Co of Wolf Research dives into the volatile performance of industrial stocks this year, highlighting significant growth in the data center sector while addressing challenges in housing and consumer-related industries. The discussion also covers the impact of AI and power constraints on future growth, providing insights into which companies are thriving and which are struggling amidst these trends.

In this week's episode of The Weekly Wrap, Steve Eisman analyzes the dire state of the housing market, highlighting why homes have become unaffordable for many Americans. He delves into the impact of interest rates, supply chain issues, and local regulations that hinder the construction of affordable housing, providing insights on potential solutions to this pressing problem.

In this engaging discussion, Steve Eisman reflects on his journey to Wall Street, the intricate web of the financial crisis, and his experiences that inspired his role in "The Big Short." He offers poignant insights into today’s K-shaped economy, exploring the structural issues that persist in the financial landscape and the lessons learned from past market failures.

In this episode of "The Weekly Wrap," Steve Eisman analyzes Google's recent leap in AI technology with the launch of Gemini 3, spotlighting the growing competition with OpenAI amidst market fluctuations. He also discusses the looming power constraints affecting data centers and the implications for the future of the AI boom, raising critical questions about profitability and growth in the sector.