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In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell.
Watch this past Monday's episode with Warris Bokhari here: https://youtu.be/4F74GEYvtwA
00:00 - Intro
01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026
06:45 - Affordability Updates
10:20 - The DOJ's Investigation Into Chairman Powell
10:44 - Earnings: Banks
20:35 - Outro
Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU
Watch my Masterclass on the 2008 Financial Crisis (Part One) here: https://youtu.be/4bSCdJTbR8I
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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
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Copyright ©2025 Steve Eisman
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