{"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":"Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap","slug":"why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap","published_at":"2026-05-15T20:18:00+00:00","page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap","show_page_url":"https://stenobird.com/podcast/the-real-eisman-playbook-7365067","url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9066044952.mp3","audio_url":"https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9066044952.mp3","summary":"On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down rising inflation concerns, the growing risks in private credit, and key earnings reactions from companies including Cisco, Coinbase, Toast, Block, Expedia, Trade Desk and CoreWeave. 00:00 - Intro 00:50 - Sign Up For The Real Eisman Playbook Premium 05:50 - Trump Rejects Iran's Peace Proposal 06:10 - Signs of Frothiness in the Market 08:07 - More Inflation Signs 08:42 - Ebay Rejects GameStop 09:00 - More Bad News in Private Equity 12:17 - Payments: PayPal, Fiserv, Toast, Bill, & Block 14:14 - Expedia 14:45 - The Trade Desk 15:20 - CoreWeave 15:56 - CoinBase 16:24 - Constellation 17:10 - Cisco 18:06 - Aevex 18:28 - Mailbag: FICO's Scoring Monopoly 20:00 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices","meta_description":"On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive se…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1321,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap/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/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}