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