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The Real Eisman Playbook — Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap
Not scored yet23m·2026-07-10·Money

Why the Entire Market Is Now a Single Bet on AI | The Weekly Wrap

The Real Eisman Playbook

On this episode of The Weekly Wrap, Steve Eisman makes the case that diversification in today's market is largely an illusion and that the entire market has effectively become a single bet on AI. Steve also covers the collapse of Circle and Nike's uninspiring quarter. He also closes with two mailbags: one on his…

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