Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
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On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke. Steve then delivers a deep dive into private equity's overexposure to software buyouts, why the SAASpocalypse has cut valuations by 50% or more, and why the refinancing wall coming in 2027 will likely wipe out equity in many of these deals. He closes with three mailbag questions covering oil-driven inflation, AI regulation, and how the Moody's securitization database gave him the confidence to short subprime paper back in 2006.
00:00 - Intro
01:59 - Iran War Updates
02:28 - More Negative News For FICO
04:20 - Analysis of Private Equity & Private Credit's Exposure to Software
18:14 - Mailbag: Raising Rates
19:48 - Mailbag: AI Regulation
20:43 - Mailbag: MBS
22:51 - Outro
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