Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
The Real Eisman Playbook
Outro
Steve closes the show with subscription request, website pointer, and legal disclaimer.
On this episode of The Weekly Wrap, Steve Eisman breaks down the latest developments with the Supreme Court striking down President Trump's tariffs. He also discusses Blue Owl and the rising anxiety in the private market/private credit world, AI software fears, and the latest in weekly earnings. Lastly, Steve takes a couple of mailbag questions from viewers regarding the market's response to Trump's tariffs and retail investor resources.
00:00 - Intro
02:00 - Supreme Court Strikes Down Trump's Tariffs
04:17 - Blue Owl & Private Equity/Private Credit
10:11 - AI Fears
11:01 - Earnings: NVIDIA, Salesforce, Home Depot, Lowe's, First Solar, Circle, Warner Bros
18:19 - Mailbag: The Market's Reaction to the Supreme Court Tariff Decision
20:12 - Mailbag: Retail Investor Resources
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
