SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
The Real Eisman PlaybookShow Notes
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On this episode of The Weekly Wrap, Steve Eisman breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spending on free cash flow, and why Meta continues to struggle while Palantir, Microsoft, and Amazon tell a different story. He also examines the collapse of the Situational Awareness hedge fund, private credit, and the biggest earnings reports of the week. Plus, Steve shares his personal TV recommendations.
My full list of TV show recommendations: https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing
00:00 - Intro
02:36 - Iran War Updates
02:28 - The Demise of the Situational Awareness Hedge Fund
06:35 - Capex & Free Cash Flow
07:35 - Private Credit
08:13 - Palantir
09:55 - Apollo
10:30 - Caterpillar
10:56 - SpaceX
13:05 - Lilly & Novo
13:30 - Arista
14:31 - AMD
14:50 - Disney
15:16 - TV Recommendations
16:51 - 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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