AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
The Real Eisman Playbook
The Weight-loss Drug Legal Fight
Steve Eisman covers Novo Nordisk suing HIMSS over copycat obesity drugs and market reactions.
On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond UnitedHealth. He also discusses retail investors buying the dip, dives into earnings, and answers two mailbag questions.
00:00 - Intro
01:28 - Retail Continues To Buy Every Dip
02:30 - All is Not Well with the US Consumer
03:22 - The Weight Loss Wars
03:48 - AI Panic Expands
05:20 - Private Equity Issues Persist
06:10 - Molina's Disastrous Results
07:19 - Problems in the Software Sector Continue
09:08 - T Mobile & Verizon
09:47 - Robinhood & Coinbase
12:42 - AI Infrastructure Spending
13:38 - Mailbag: Managing a Portfolio
17:36 - Charter vs PayPal
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
Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI-powered Podcast Player
