Show Notes
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On this episode of The Weekly Wrap, Steve Eisman examines the growing risks and opportunities surrounding AI, from rising debt at AI data center companies to concerns about the future of the AI boom. He also breaks down the latest bank earnings and the impact of agentic AI on financial institutions.
00:00 - Intro
02:21 - War in Iran Updates
02:50 - The Telepocalypse
04:47 - CoreWeave & Something of a Tech Correction
06:48 - Bad News in France
08:09 - Impact of Agentic AI on Financial Institutions
12:10 - Earnings Season Began with the Banks
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