AI Dominates Economy and Markets with Torsten Slok | The Real Eisman Playbook Ep 68
About this episode
Steve Eisman discusses the impact of AI on the U.S. economy with economist Torsten Slok.
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 68 of The Real Eisman Playbook, Steve Eisman sits down with Torsten Slok, Chief Economist at Apollo, to break down just how dependent the U.S. economy has become on AI. Torsten walks through the K-shaped economy in detail, explaining why the top third of American consumers are doing fine while the bottom two-thirds are under severe and growing stress. They also discuss the Fed's impossible position, why Jerome Powell is unlikely to cut rates anytime soon, and what a slowdown in AI spending would mean for an economy that has become singularly dependent on it. 00:00 - Intro 01:30 - The Health & State of the US Economy 05:45 - The Fed Are Not Going to Cut Rates 07:56 - The AI Story is Dramatically Changing 14:00 - The K-Shaped Economy 22:02 - Private Credit 30:04 - Employment, AI, & Europe 41:25 - The U.S. Deficit 48:33 - China 49:47 - The Biggest Risks in the Market 53:15 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials…
More episodes of The Real Eisman Playbook
- AI Has a Power Problem: Why the U.S. Power Grid Can't Keep Up | The Real Eisman Playbook Ep 69
- Bank Earnings Just Gave the Market a Much Needed Confidence Boost | The Weekly Wrap
- Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap
- Who Wins the Midterms & What It Means for Markets with Dan Clifton | The Real Eisman Playbook Ep 67
- The Market's Biggest Warning Signs Right Now with Todd Sohn | The Real Eisman Playbook Ep 66
- The Q2 2026 Report Card: Who Won, Who Lost, and Why | The Weekly Wrap
Explore listener stats, chart rankings, contacts and more on the The Real Eisman Playbook podcast page.