The Big Short Partners Reunite: Rates, AI, Gold and Two Stock Picks | The Real Eisman Playbook Ep 75

On episode 75 of The Real Eisman Playbook, Steve Eisman sits down with his former Big Short partners Vincent Daniel and Porter Collins for a wide-ranging conversation covering the bond market, Scott Bessent's Treasury buyback program, the OpenAI risk, gold, and more. They also pull back the curtain on the mechanics of modern hedge fund shorting and share two live short ideas.

00:00 - Intro

00:50 - Scott Bessent & the Treasury

12:57 - AI

21:55 - Shorting

38:10 - Golar & Glass House

45:21 - Last Words

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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.