Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap

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. Sign up for our mailing list here! https://realeismanplaybook.com/ 00:00 - Intro 01:57 - War in Iran Remains Opaque 02:25 - Private Credit Updates 03:30 - Airlines 03:55 - A Huge Week in Earnings 04:35 - Blackstone 05:58 - FICO 07:24 - Health Insurance 11:39 - Industrials 16:52 - Software 18:55 - Homebuilders 21:03 - Mailbag: A Government Debt Crisis 24:38 - Mailbag: The Recent AI/Software Selloff 29:55 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. 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. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices