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Long-form 2026-09-14 · 12:06 ET
Eisman Playbook: Big Short partners on rates, AI, gold
Metadata-only: Steve Eisman with Vincent Daniel and Porter Collins on bonds, Treasury buybacks, OpenAI risk, gold, shorting mechanics, and two live short ideas.
metadata-only The Real Eisman Playbook · OpenAI
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Long-form · Mon, 14 Sept 2026 · 12:06 ET

Eisman Playbook: Big Short partners on rates, AI, gold

Metadata-only: Steve Eisman with Vincent Daniel and Porter Collins on bonds, Treasury buybacks, OpenAI risk, gold, shorting mechanics, and two live short ideas.

metadata-only Steve EismanVincent DanielPorter Collins OpenAI Source ↗
Venue: The Real Eisman PlaybookHost: Steve EismanPublished: Mon, 14 Sept 2026 · 12:06 ET

Abstract

Episode 75 reunites Eisman with former Big Short partners Vincent Daniel and Porter Collins. Show notes list bond market / Scott Bessent Treasury buybacks, "the OpenAI risk," gold, modern hedge-fund shorting mechanics, and two live short ideas (Golar & Glass House named in chapter marks). Metadata-only — useful as a bear-case marker beside the AI slowdown tape; not heard end-to-end this pass.

The Open/Close  ·  Research commentary, not investment advice. Positions may be held in securities mentioned.