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

is now starting to roll through the income statement.

And that's going to be a weight on them for years.

I don't know how he could say that.

I mean, you could say it.

But I don't really know how you could say it.

I mean, there's no...

Again, it's not like Subprime where we had the securitization data, where he and I both had the securitization data.

He doesn't have a data point that you and I don't have.

So if he had some evidence that there was a price war breaking out between Anthopik and OpenAI and the Chinese models...

I'd say, okay, that's a very important data point, and he's got a point.

But otherwise, I just think he's, with all due respect to him, I think he's just putting a finger in the air and saying, okay, let's give it a shot.

And maybe he'll be right, but I don't think he has any data that he could point to.

I mean, look, like I said, bank credit quality was great.

Employment data is very strong.

You know, what data point can you point to right now that would say, this is it?

Again, I need a price war.

I need a price war in the LLM world.

And until we have that...

It keeps going up.

So, you know, the funny thing is that for my podcast, I do this weekly wrap that I put out every Friday.

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