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Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

· 28 min

Episode Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap

0:00 28:07

On this episode of The Weekly Wrap, Steve Eisman breaks down what the latest bank earnings reveal about the true state of the U.S. economy. He also covers rising geopolitical tensions with Iran, market reactions, and what it all means for investors. Plus, he answers viewer questions on private credit, regional banks, and the evolving risks tied to AI and software.

00:00 - Intro

01:27 - Why I Don't Provide Trading Ideas

02:30 - Iran Updates

03:37 - Banks Reporting

17:26 - Mailbag: Private Credit & Regional Banks

20:17 - Mailbag: High Yield, Current Spreads, & Credit Quality

22:30 - Mailbag: AI & Software

24:16 - 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

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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

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