IBM's Pre-Announcement and SaaS Concerns

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

On this episode of The Weekly Wrap, Steve Eisman breaks down a strong start to the bank earnings season, with JPMorgan, Goldman Sachs, Morgan Stanley, Wells Fargo, and Citigroup all reporting results that were better than feared. Steve also covers IBM's disastrous quarter, PayPal's potential sale, and reports for Netflix, Elevance, UH, and GE Aerospace. He closes with a mailbag regarding his favorite graphic novels.

00:00 - Intro

02:48 - Iran War Updates

03:04 - Circle & Stablecoin

05:55 - PayPal Might Be For Sale

06:44 - IBM's Disastrous Quarter

09:16 - Elevance, UH, GE Aerospace, & Netflix Reported

11:36 - Banks Reported

19:18 - Mailbag: Graphic Novels

22:46 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Eisman Playbook:

🌐 https://linktr.ee/realeismanplaybook

→ 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

Learn more about your ad choices. Visit megaphone.fm/adchoices