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.

Trend

recordings per month · last 12 months

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

Appearances

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Prof G Markets · Michael Burry Says This Is The Top — Is It? · 6 Aug 2026 podcast

I just don't know.

I mean, one thing that I'm even a little surprised about is the fact, I thought that when the 10-year climbed above 4.5%, that could be a demarcation line.

And it hasn't, you know, if the market's going to get a correction because of rates, I think the 10-year's got to go probably above 5%.

So it's definitely a bull market.

You know, things get shaken off.

I mean, I'm surprised by the fact that I thought Meta's numbers last week were hellacious, just awful.

And the stock has, you know, went down for one day and climbed back up.

Which part of their numbers were you most concerned about the spending?

Two sets.

So one was 28% revenue growth, which is fine.

55% expense growth.

And then 785 million in free cash flow.

Which is basically nothing.

You know, a company like I was describing before that used to throw off cash like it was water now has no free cash flow.

None.

And the other thing, you know, when you dig into the numbers, which was interesting, is the depreciation.

of the chips is starting to hurt.

I think it was something like six billion in the quarter, up from like four billion maybe three months ago.

I could be off, but not by that much.

But what's starting to happen is all that CapEx, which went on the balance sheet,

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