The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
Flight to Safety Begins, Private Credit Cracks & the Software Bloodbath Continues | The Weekly Wrap
25 minutes Posted Feb 20, 2026 at 9:15 pm.
Intro
From Performance Chasing to Flight to Safety
Private Equity/Private Credit Updates
Warner Bros Reopens Negotiations with Paramount
TPH Acquired
Earnings: Software Bloodbath Continues, Payment Stocks Update, Moody's, Carvana, Walmart, Quanta
Mailbag: Thoughts on a New Recession
Mailbag: Underperforming Sectors in a Recession/AI Bubble Burst
Mailbag: Issues with Life Insurance
Mailbag: Technical Analysis
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25:17
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Show notes
On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes some mailbag questions from viewers.
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