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Steve Eisman
Investor; The Real Eisman Playbook host (fmr FrontPoint, The Big Short)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
what happens to the market if AI does not succeed. conditional answer to a host hypothetical; STRENGTH corrected firm->leaning; he explicitly would NOT short this market
“I think we have a big correction”
60/40 portfolios are not actually diversified. his own unsourced statistic; feeds his it-is-all-one-trade point
“More than 50% of it is is tech and AI related”
reducing his own AI exposure, personal-money admission. PERSONAL-MONEY admission; de-risking, not shorting
“I sold my Google a couple of months ago”
sitting in cash until the picture clears. wait-and-see posture, not a crash call
“I've got cash”
his read on oil supply vs the war premium. bear on OIL PRICES, which is benign for equities in his frame
“I think actually there's an oversupply”
WTI crude since this was said: ▲ +1.9% · 82.61 → 84.19 · as of 2026-07-29
pipelines that avoid the strait, done next year maybe 2027. timing ambiguous between host and guest; do not pin 2027 to Eisman without the frame-check
“pretty close to being finished”
Follow Steve Eisman
One short email when Steve puts a new call on the record, and when a verdict lands on one. Plain words, free.