{"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":"How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61","slug":"how-silicon-valley-took-over-the-defense-industry-with-peter-arment-the-real-eisman-playbook-ep-61","published_at":"2026-05-25T16:06:00+00:00","page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067/how-silicon-valley-took-over-the-defense-industry-with-peter-arment-the-real-eisman-playbook-ep-61","show_page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067","url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL1271540984.mp3","audio_url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL1271540984.mp3","summary":"On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disrupting the industry and why defense stocks are selling off during an active war. Peter makes the case for breaking up Lockheed Martin, explains why cheap drones are beginning to challenge the F-35, and walks through the nuclear renaissance powering overlooked names like Curtis Wright and BWX Technologies. 0:00:00 - Intro 0:01:19 - What's Happening in Defense? 0:08:44 - Real Eisman Playbook Premium Preview 0:09:49 - The Impact of the War in Iran 0:12:35 - Is the US Low on Munitions? 0:16:08 - The Pentagon's Perspective 0:18:00 - The Primes 0:22:55 - Lockheed Martin, Drones, & F-35s 0:31:50 - Which Prime Has the Best Portfolio 0:33:00 - Non-Prime Companies 0:41:16 - Why Russia Still Can't Beat Ukraine 0:44:40 - Boeing 0:52:20 - Curtis Wright & BWX Technologies 1:01:44 - 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 ‘Th…","meta_description":"On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Val…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4082,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/how-silicon-valley-took-over-the-defense-industry-with-peter-arment-the-real-eisman-playbook-ep-61/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/how-silicon-valley-took-over-the-defense-industry-with-peter-arment-the-real-eisman-playbook-ep-61.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}