Steve Eisman

American money manager

1. More like a butter knife.

   Steve Eisman · The Real Eisman Playbook · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78 · 2026-10-05

2. My personal view is that quantitative easing did absolutely nothing to help the actual economy, but inflated asset prices.

   Steve Eisman · The Real Eisman Playbook (private feed for jude@towers.net) · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha · 2026-10-04

3. The SaaSpocalypse story has not gone away. It has just morphed.

   Steve Eisman · The Real Eisman Playbook · Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · 2026-10-02

• $NVDA Nvidia — 45 mentions
• $MSFT Microsoft — 34 mentions
• $ORCL Oracle — 33 mentions
• $AMZN Amazon — 32 mentions
• $META — 24 mentions
• $GOOG Google — 19 mentions
• $CSCO Cisco — 18 mentions
• $GEV GE Vernova — 18 mentions
• Prof G Markets · Steve Eisman: One Company Could Break The AI Boom · 2026-10-02
• Squawk Pod · SpaceX Demand & Cynicism, A Strong Labor Market, & Screwworm 6/8/26 · 2026-06-08
• Against the Rules with Michael Lewis · The Short Sellers · 2025-10-21