D.R. Horton Earnings and Mortgage Rate Impact

In this episode of The Weekly Wrap, Steve Eisman explores the growing impact of “lone wolves” on today’s market, from President Trump’s tariffs to Michael Burry’s warnings about AI. He also breaks down Nvidia’s new chip, regional bank earnings, housing and affordability, private equity, and the ongoing Netflix/Warner Bros saga.

00:00 - Intro

01:40 - Trump, Tariffs, & Greenland

03:48 - AI, Michael Burry, & NVIDIA's New Chip

06:05 - Affordability Updates

08:45 - Private Equity

10:54 - Earnings: Netflix, D.R. Horton, Regional Banks,

16:28 - Mailbag

18:23 - Outro

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