Industrials: AI-Related Infrastructure Winners

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In this special 2025 Year-End edition of The Weekly Wrap, Steve Eisman analyzes the four themes that defined the market: the K-shaped economy, the AI bubble debate, private credit risks, and the affordability crisis. Steve shares why the "scaling" thesis of AI reminds him of the subprime assumptions of 2008 and breaks down the performance of all 11 S&P sectors.

00:00 - Intro

01:32 - Yearly Recap

03:18 - The K-Shaped Economy

04:18 - AI Revolution or AI Bubble?

11:17 - Private Debt

13:44 - Affordability

19:08 - The 11 Sectors of the S&P

28:35 - Outro

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Copyright ©2025 Steve Eisman

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