On this episode of The Weekly Wrap, Steve Eisman breaks down the growing flight to safety, emerging risks in private credit, and the ongoing software bloodbath. He also discusses the Warner Bros/Paramount/Netflix saga, goes over earnings, and takes some mailbag questions from viewers.

00:00 - Intro

01:43 - From Performance Chasing to Flight to Safety

02:39 - Private Equity/Private Credit Updates

04:06 - Warner Bros Reopens Negotiations with Paramount

04:48 - TPH Acquired

05:37 - Earnings: Software Bloodbath Continues, Payment Stocks Update, Moody's, Carvana, Walmart, Quanta

13:46 - Mailbag: Thoughts on a New Recession

16:00 - Mailbag: Underperforming Sectors in a Recession/AI Bubble Burst

19:05 - Mailbag: Issues with Life Insurance

21:01 - Mailbag: Technical Analysis

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