{"podcast":{"title":"The Real Eisman Playbook","slug":"the-real-eisman-playbook-7365067","podcast_index_feed_id":7365067,"rss_url":"https://feeds.megaphone.fm/GBLL9435201326","website_url":null,"image_url":"https://megaphone.imgix.net/podcasts/1dcbe344-bff1-11f0-a163-67a30a9c5ff6/image/9666a7f8c169c84830faf7374d9f65d2.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Steve Eisman","episode_count":112,"summary":"The Real Eisman Playbook is your front-row seat to the insights, strategies, and perspectives of legendary investor Steve Eisman. Best known for predicting the 2008 financial crisis, Steve brings his sharp analysis and no-nonsense approach to dissecting the markets, global economy, and investment trends shaping the future. Whether you’re a seasoned investor or just curious about how the financial world really works, The Eisman Playbook delivers the knowledge you need to stay ahead. Tune in for expert commentary, candid conversations, and actionable takeaways from one of Wall Street’s most influential minds.","last_synced_at":"2026-06-27T20:19:13.508540+00:00","page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067"},"episode":{"title":"Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54","slug":"catching-a-falling-knife-the-truth-about-software-stocks-today-the-real-eisman-playbook-ep-54","published_at":"2026-04-13T16:06:00+00:00","page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067/catching-a-falling-knife-the-truth-about-software-stocks-today-the-real-eisman-playbook-ep-54","show_page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067","url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL7887386553.mp3?updated=1776089541","audio_url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL7887386553.mp3?updated=1776089541","summary":"On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren't ready to buy. 00:00 - Intro 01:16 - History of the Software Sector & Where We're At Now 16:19 - What Makes a Successful Software Company Today? 18:10 - Looking Ahead Two Years 26:43 - How Far Has Valuation Fallen? 29:34 - Stock Based Compensation 33:14 - Vertical Software Companies 37:15 - Private Equity & Private Credit 43:05 - Feedback From the Buy Side 46:00 - AI Native Strategies 50:13 - Nobody Loves Software Right Now 54:21 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional a…","meta_description":"On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has be…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3517,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/catching-a-falling-knife-the-truth-about-software-stocks-today-the-real-eisman-playbook-ep-54/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067/catching-a-falling-knife-the-truth-about-software-stocks-today-the-real-eisman-playbook-ep-54.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}