The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
34 minutes Posted Apr 24, 2026 at 8:18 pm.
Intro
War in Iran Remains Opaque
Private Credit Updates
Airlines
A Huge Week in Earnings
Blackstone
FICO
Health Insurance
Industrials
Software
Homebuilders
Mailbag: A Government Debt Crisis
Mailbag: The Recent AI/Software Selloff
Outro
0:00
34:12
Download MP3
Show notes
On this episode of The Weekly Wrap, Steve Eisman digs into one of the biggest earnings weeks of the year, covering over a hundred companies across industrials, software, healthcare, and homebuilders to answer the question everyone is asking: is a recession on the horizon? He also flags a major development in private credit, covers the battered health insurance sector, and shares why FICO's decades-long monopoly may finally be coming to an end. He also responds to two questions from viewers.
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