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The Real Eisman Playbook — AI Narrative Switched, Debt Yields Spike | The Weekly Wrap
Scout ratingSCOUT· 58%23m·2026-10-23·Money

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

The Real Eisman Playbook

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing debt, fading confidence in AI data center economics, and whether the business model is unworkable. Steve also walks through a packed earnings week,…

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What people are saying

“28 year old me would have absolutely gobsmacked that there would be a time in history with so much content from eisman available at fingertips. what a time to be alive. thanks to steve and valerie.”

— @tylerminix2028 · YouTube comment

“When everything runs on cheap debt and that debt is no longer cheap. 💀”

— @quick2k3 · YouTube comment

“In the past, tech startups raises few hundred thousand dollars, or few millions. Then they IPO for one billion dollars if lucky Now everything 1000x bigger, hard to wrap my head on trillion dollars IPO Something is off”

— @kuyajon · YouTube comment

“Ha ha, Steve looking at Green Chicken and pondering his life choices...”

— @goredole9797 · YouTube comment

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