The Real Eisman Playbook

Steve Eisman's 2025 Wrap Up: 4 Themes Defining the Market Today | The Weekly Wrap

Published: December 19, 2025

Duration: 31:15

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In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four themes that defined the market: the K-shaped economy, the AI bubble debate, private credit risks, and the affordability crisis. Steve shares why the "scaling" thesis of AI reminds him of the subprime assumptions of 2008 and breaks down the performance of all 11 S&P sectors.


00:00 - Intro

01:32 - Yearly Recap<...