Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
The Real Eisman Playbook
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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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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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