Trump Tariff Turmoil, Private Credit Risk Grows, & AI’s Software Fears | The Weekly Wrap
The Real Eisman Playbook
Intro
Steve Eisman opens the episode, explains his approach, and promotes Ground News and Indeed sponsors.
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
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