S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
The Real Eisman PlaybookShow Notes
On this episode of The Weekly Wrap, Steve Eisman breaks down why strong earnings, surging AI investment, and dominant tech leadership continue to push the market higher despite ongoing concerns about consumer weakness, war in Iran, and elevated valuations. Steve analyzes the latest results from companies including Palantir, AMD, Disney, Shopify, PayPal, Apollo, KKR, and Arista Networks, while also explaining why semiconductors, industrial power plays, and financials remain the market’s biggest drivers. Plus, Steve discusses Amazon’s expansion into logistics, GameStop’s surprise bid for eBay, private credit risks, and why traditional recession indicators still aren’t flashing red.
00:00 - Intro
00:53 - The Real Eisman Playbook Premium
03:42 - Iran War Updates
04:17 - Amazon vs FedEx & UPS
04:54 - GameStop vs eBay, Why Michael Burry Just Sold Everything
05:28 - Quarter Overview & Revenue/Earnings Growth,
08:34 - The S&P 500 Hits a 20% Operating Margin
10:21 - Palantir
12:16 - Transdigm
12:53 - KKR
13:19 - Apollo & Private Credit Fears Fade
15:19 - Eaton
15:52 - Rockwell Automation
16:22 - Diamondback Energy
16:53 - PayPal
17:43 - Fiserv
18:59 - Shopify
19:50 - Arista
20:30 - AMD
21:07 - Disney
22:25 - McDonald's & Shake Shack
22:55 - Whirlpool & Zillow
23:35 - Mailbag: Is a Shiller PE of 40 a Death Sentence for the Market?
25:36 - Outro
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