Housing Trades and Long-Term Supply Problems

In this episode of The Weekly Wrap, Steve Eisman connects the dots between his 4 themes of 2025 and the 5 new structural shifts defining 2026. Steve also breaks down why the major banks just reported strong results but saw their stocks sink. He also discusses updates on affordability and the criminal investigation into Fed Chair Jerome Powell.

00:00 - Intro

01:15 - Connecting the 4 Themes of 2025 and the 5 Themes of 2026

06:45 - Affordability Updates

10:20 - The DOJ's Investigation Into Chairman Powell

10:44 - Earnings: Banks

20:35 - Outro

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Copyright ©2025 Steve Eisman

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