Drivers of worsening affordability

On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.

00:00 - Intro

01:21 - Iran War Updates

03:07 - More Bad News For Private Credit

05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord

07:28 - The State of the Housing Market

14:37 - Meritage Homes

20:10 - Housing Affordability

31:05 - How Meritage Differs From Bigger Companies

43:28 - Hopes For the Future of Meritage

45:22 - Outro

Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

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Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.

On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S. 00:00 - Intro 01:21 - Iran War Updates 03:07 - More Bad News For Private Credit 05:00 - Introducing Our Interview with Meritage Homes CEO Phillippe Lord 07:28 - The State of the Housing Market 14:37 - Meritage Homes 20:10 - Housing Affordability 31:05 - How Meritage Differs From Bigger Companies 43:28 - Hopes For the Future of Meritage 45:22 - Outro Watch my interview with Mark Cuban here: https://youtu.be/gfH0jyPwSDQ Watch my interview with Michael Ha here: https://youtu.be/jKjg_Ah8DyI Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I 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, watch episodes, and get the latest updates — all in one place. 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. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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