Steve Eisman
American investorWikipedia
43
MENTIONS
25
EPISODES
18
PODCASTS
Search complete. 43 mentions across 25 episodes found for "Steve Eisman".
Sep 17, 2026
Adnan VirkHOST
Sean Horkoff, team's assistant GM since 2022.
Adnan VirkHOST
He'll fill the position that Steve Eisman had held for seven years.
Adnan VirkHOST
So it's an interim GM during training camp.
Adnan VirkHOST
Your superstar player.
Nate ThompsonPANELIST
But the other part of it is too, Avey, is I don't understand, you know, you wait this long to name an interim GM, Sean Horkoff.
Nate ThompsonPANELIST
Why not just name him? the general manager.
Nate ThompsonPANELIST
I mean, you have guys like Sean Horkoff, Chris Draper, Danny Cleary, these guys that are involved and been with Steve Eisman day to day.
Nate ThompsonPANELIST
And now, you know, you have the interim tag and they're still going to search for a new GM in the next couple of months.
Mike TaylorGUEST
Uh, they run, um, SeaWolf.
Mike TaylorGUEST
Brilliant guys, and they're friends with Steve Eisman, uh, better known as Baum from The Big Short.
Mike TaylorGUEST
Uh, and, and I, I talked with them about it, went through it, and they're like, "Yeah." So I was like, "Oh, my God, no." All right, how does this play out, right? All of a sudden, how does this play out? And so, well, they need more money, okay? Anthropic, OpenAI, and they're out of private financing, right? Uh, because, like for instance, OpenAI's last round was, like, $960 billion or so in valuation.
Mike TaylorGUEST
And I think that the private money is out.
Teddy DowneyHOST
And I wanted to, see what you think about today reminds you of 2008, reminds you of the scenarios around 2008.
Teddy DowneyHOST
I listened to a call with Steve Eisman recently where he said, well, there's not enough data here to make everyone comfortable with it being like 2008.
Teddy DowneyHOST
But then he does say, well, it kind of does
Nick NiemannGUEST
seem- There's plenty of data.
Nick NiemannGUEST
I bought Ford at $1, sold it at $12, and then I watched the big shorts.
Nick NiemannGUEST
So you're talking about growing up, you're kind of like reading that stuff.
Nick NiemannGUEST
And Steve Eisman via the character Mark Baum was particularly one.
Nick NiemannGUEST
All of them were And it's almost too cliche, right? And that's, I think, the problem.
Steve EismanHOST
So let's get started.
Steve EismanHOST
[upbeat music] Hi, this is Steve Eisman, and welcome to the Weekly Wrap.
Steve EismanHOST
This is for the week ending Friday, September 11, but recorded Thursday night, September 10.
Steve EismanHOST
This last Wednesday on our premium Substack subscription service, we posted a great interview with Ed Zitron, creator of the newsletter Where's Your Ed At?
GaryHOST
This is the one being held up because they have so much debt.
GaryHOST
But when you look underneath, and Steve Eisman brings this up, when you look under the hood, maybe it is bearish.
GaryHOST
And as the details are mulled over by the market participants and analysts, they form opinions and they put them out there.
GaryHOST
Betting on Oracle long-term for me is betting on OpenAI and other model companies coming up With the revenue that allows them to rent the compute.
George GammonHOST
I'll talk about Michael Burry.
George GammonHOST
This time it's Steve Eisman, who is warning that the AI bubble If it goes bust, could lead, not really could, but will lead to a recession in the United States.
George GammonHOST
So I want to go over to this video where he discusses this in depth.
George GammonHOST
And I want to give you my thoughts on it.
George GammonHOST
I think you could be wrong, but fortunately there are very, very, very simple strategies to avoid being roadkill in the AI bubble blow-up, regardless of what asset you own.
George GammonHOST
So we'll discuss all these things here.
George GammonHOST
First and foremost, let's go over to this video from Steve Eisman.
George GammonHOST
This is on his YouTube channel.
Frank VasquezHOST
Berkshire Hathaway is at base, a lot of insurance companies.
Frank VasquezHOST
But there is somebody that does really recommend that and focuses on that now, and it is actually Steve Eisman of big short fame.
Frank VasquezHOST
His character was played by Steve Carell in the movie.
Steve CarellSOUNDBITE_SPEAKER
So let me get this straight.
Steve EismanHOST
So let's think about it.
Steve EismanHOST
Hi, this is Steve Eisman.
Steve EismanHOST
Welcome to the Weekly Wrap.
Steve EismanHOST
This is for the week ending Friday, September 4, but recorded Thursday night, September 3.
Dean CurnuttHOST
There's plenty of scope for one-month S&P options, which the VIX futures expire to, to embed some risk premium for that meeting.
Dean CurnuttHOST
There's a great scene in The Big Short where Ryan Gosling, playing Greg Lipman, tells Jeremy Strong, playing Steve Eisman's trader Vinnie Daniel, quote, "...sharpen your pencils.
Dean CurnuttHOST
I'll get the paperwork ready." As Front Point is set to put on their first CDS trades to get short housing.
Dean CurnuttHOST
My contention is that traders in equity vol are also set to sharpen their pencils.
Monty LatchleyHOST
Oracle is projecting $95 billion in CapEx for 2027.
Monty LatchleyHOST
Meanwhile, you have high-profile investors like Steve Eisman from the Big Short warning that if AI spending slows down, the entire tech sector is going to sell off.
Monty LatchleyHOST
But Eisman is looking at the broader economy's risky reliance on a handful of AI companies, namely Anthropic and OpenAI.
Monty LatchleyHOST
But Oracle itself is looking at its own books.
15 more episodes mention Steve Eisman.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.