World Model · podcast knowledge graph

Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap

2026-10-02 · 27 min · 13 entities

episode page audio

Asserted relationships

  • → references realeismanplaybook.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
  • → hosted by Steve Eisman person
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    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • → discusses Business company
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    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
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    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

Entities found in this episode

websites 6

  • 0.90
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
  • references realeismanplaybook.substack.com website
    0.77
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://realeismanplaybook.substack.com/
  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned The Weekly Wrap concept
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    evidence rules-v5
    Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

persons 2

  • mentioned Steve Eisman person
    0.70
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
Episode description as stored
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On this episode of The Weekly Wrap, Steve Eisman covers a dramatic week for FICO, in which its decades-long mortgage monopoly effectively broke. Steve then delivers a deep dive into private equity's overexposure to software buyouts, why the SAASpocalypse has cut valuations by 50% or more, and why the refinancing wall coming in 2027 will likely wipe out equity in many of these deals. He closes with three mailbag questions covering oil-driven inflation, AI regulation, and how the Moody's securitization database gave him the confidence to short subprime paper back in 2006. 00:00 - Intro 01:59 - Iran War Updates 02:28 - More Negative News For FICO 04:20 - Analysis of Private Equity & Private Credit's Exposure to Software 18:14 - Mailbag: Raising Rates 19:48 - Mailbag: AI Regulation 20:43 - Mailbag: MBS 22:51 - 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 ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices