5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap
The Real Eisman Playbook
Tech Dominance in the S&P 500
Steve Eisman details how infotech grew to ~35% of the S&P and the implications for investors.
In this episode of The Weekly Wrap, Steve Eisman breaks down the five long-term structural themes he thinks are crucial to understanding the market in 2026. He explains how tech has come to dominate the stock market and why consumer sectors matter less than ever. He also takes a look at the impact of Index Investing and answers a mailbag question on PayPal’s collapse.
00:00 - Intro
01:15 - Venezuela & Market Ramifications
02:00 - 5 Long-Term Structural Themes To Understand the Market
05:08 - Tech & Tech Related Stocks Dominate the Market
12:18 - Consumer Stocks, Consumers' Impact on Movement & Every Day Life
15:31 - The Impact of Index Investing
18:59 - Mailbag: PayPal's Recent Performance
22:14 - Outro
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