The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
AI Panic Spreads, Health Insurers Crack & Retail Keeps Buying | The Weekly Wrap
22 minutes Posted Feb 13, 2026 at 9:18 pm.
Intro
Retail Continues To Buy Every Dip
All is Not Well with the US Consumer
The Weight Loss Wars
AI Panic Expands
Private Equity Issues Persist
Molina's Disastrous Results
Problems in the Software Sector Continue
T Mobile & Verizon
Robinhood & Coinbase
AI Infrastructure Spending
Mailbag: Managing a Portfolio
Charter vs PayPal
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22:30
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Show notes
On this episode of The Weekly Wrap, Steve Eisman breaks down why AI panic is spreading beyond software. He also explains what Molina’s disastrous results reveal about deeper structural problems in health insurance and why the issues go well beyond UnitedHealth. He also discusses retail investors buying the dip, dives into earnings, and answers two mailbag questions.
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