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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The Real Eisman Playbook