Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

About this episode

Steve Eisman analyzes earnings from over a hundred companies to assess the potential for an upcoming recession.

On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the question everyone is asking: is a recession on the horizon? He also flags a major development in private credit, covers the battered health insurance sector, and shares why FICO's decades-long monopoly may finally be coming to an end. He also responds to two questions from viewers. Sign up for our mailing list here! https://realeismanplaybook.com/ 00:00 - Intro 01:57 - War in Iran Remains Opaque 02:25 - Private Credit Updates 03:30 - Airlines 03:55 - A Huge Week in Earnings 04:35 - Blackstone 05:58 - FICO 07:24 - Health Insurance 11:39 - Industrials 16:52 - Software 18:55 - Homebuilders 21:03 - Mailbag: A Government Debt Crisis 24:38 - Mailbag: The Recent AI/Software Selloff 29:55 - Outro 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…

People in this episode

Host: Steve Eisman

Topics covered

• recession
• earnings
• private credit
• health insurance
• FICO monopoly
• airlines
• homebuilders

Keywords

• recession
• earnings
• FICO
• health insurance
• private credit
• airlines
• homebuilders

Mentioned in this episode

Organizations: FICO, Blackstone, health insurance sector, private credit

Places: Iran

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