About this episode

Steve Eisman discusses the week's market events, including SpaceX's earnings and the struggles of Meta.

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spending on free cash flow, and why Meta continues to struggle while Palantir, Microsoft, and Amazon tell a different story. He also examines the collapse of the Situational Awareness hedge fund, private credit, and the biggest earnings reports of the week. Plus, Steve shares his personal TV recommendations. My full list of TV show recommendations: https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing 00:00 - Intro 02:36 - Iran War Updates 02:28 - The Demise of the Situational Awareness Hedge Fund 06:35 - Capex & Free Cash Flow 07:35 - Private Credit 08:13 - Palantir 09:55 - Apollo 10:30 - Caterpillar 10:56 - SpaceX 13:05 - Lilly & Novo 13:30 - Arista 14:31 - AMD 14:50 - Disney 15:16 - TV Recommendations 16:51 - 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…

More episodes of The Real Eisman Playbook

• P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74 · September 7, 2026 · 47 min
• Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap · September 4, 2026 · 26 min
• The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73 · August 17, 2026 · 45 min
• AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap · August 14, 2026 · 30 min
• Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72 · August 10, 2026 · 51 min
• 250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71 · August 3, 2026 · 52 min

Explore listener stats, chart rankings, contacts and more on the The Real Eisman Playbook podcast page.