Market Cracks Under AI Debt Burden | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and opportunities surrounding AI, from rising debt at AI data center companies to concerns about the future of the AI boom. He also breaks down the latest bank earnings and the impact of agentic AI on financial institutions.

00:00 - Intro

02:21 - War in Iran Updates

02:50 - The Telepocalypse

04:47 - CoreWeave & Something of a Tech Correction

06:48 - Bad News in France

08:09 - Impact of Agentic AI on Financial Institutions

12:10 - Earnings Season Began with the Banks

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 ©2026 Steve Eisman

Learn more about your ad choices. Visit podcastchoices.com/adchoices