Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
The Real Eisman Playbook
Outro
Steve previews upcoming interviews, asks for subscriptions, and closes the episode.
On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes some mailbag questions from viewers.
00:00 - Intro
01:43 - From Performance Chasing to Flight to Safety
02:39 - Private Equity/Private Credit Updates
04:06 - Warner Bros Reopens Negotiations with Paramount
04:48 - TPH Acquired
05:37 - Earnings: Software Bloodbath Continues, Payment Stocks Update, Moody's, Carvana, Walmart, Quanta
13:46 - Mailbag: Thoughts on a New Recession
16:00 - Mailbag: Underperforming Sectors in a Recession/AI Bubble Burst
19:05 - Mailbag: Issues with Life Insurance
21:01 - Mailbag: Technical Analysis
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