Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 80 of The Real Eisman Playbook, Steve Eisman reunites with Danny Moses, his former partner from the Big Short days and now host of the On The Tape podcast, for a wide-ranging conversation covering the AI trade, the deficit, private equity’s monetization problem, and parallels between today’s AI debt issuance and the warehouse lines that fueled the subprime mortgage crisis. Subscribe to On The Tape: @OnTheTape Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Real 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 advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman #wallstreet #finance #businessnews #investing #businesspodcast #investment #financepodcast #stockmarket #ai #artificialintelligence #ai #artificialintelligence