In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital.
00:00 Tariff Turmoil: The Week's Major Economic News 03:54 Federal Reserve Decisions and Economic Indicators 07:41 Mergers and Acquisitions: Industry Shifts 11:54 Earnings Reports: Key Players and Market Reactions 15:42 Tech Giants: AI and Market Performance 20:00 Investor Insights: Portfolio Management and Strategy
Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → 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
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