Q1 Market Recap: How Private Credit, AI, & War Have Dominated 2026 So Far | The Weekly Wrap
About this episode
Steve Eisman breaks down the market movements in Q1 2026, discussing private credit, private equity, and the situation in Iran.
On this episode of The Weekly Wrap, Steve Eisman breaks down everything that moved markets in Q1 2026 and examines how all sectors performed during the quarter. He also discusses the latest on the ceasefire in Iran, provides updates on private credit/private equity, and answers some mailbag questions from viewers. 00:00 - Intro 01:21 - Iran Updates: Trump's Threat, Ceasefire, & Oil Prices 02:27 - Growth in Private Equity 04:37 - More Bad News in Private Credit 06:00 - Finally Some Good News in Private Credit 06:55 - Q1 Market Recap 18:12 - Mailbag: Private Capital 18:54 - Mailbag: Meritage Homes 20:45 - Mailbag: What If Podcasts Were Around in 2007? 22:29 - 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 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…
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