Steve Eisman

speaker

277 appearances 2 recordings 1 series first heard Mar 2026 last heard 6 Aug

Steve Eisman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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It's not going to be.

I feel very strongly it won't be a financial crisis.

That's where the mind goes because of PTSD.

Yes.

Everybody has it from 2008.

The equity gets wiped out first.

And here's the problem with analyzing this.

It would be nice to know, you know, what is the average, you know, for your typical one of these software companies.

You know, let's say, I'll just make up a number.

Let's say $100 million was lent to buy this company.

That's the debt.

How much is the equity?

Is there $100 million in equity?

Is there $10 million in equity?

I don't know.

And these companies aren't disclosing it.

So if there's a lot of equity there, then maybe the lenders are protected.

just the equity gets wiped out or hurt very, very, very badly.

But we don't know because we don't have enough data.

Well, it's retail.

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