SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap

2026-08-07 · 21 min · 15 entities

episode page audio

Asserted relationships

→ references realeismanplaybook.substack.com website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
→ hosted by Steve Eisman person

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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

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evidence rules-v5
Feed category: Investing
→ references @RealEismanPlaybook website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
→ references 1NC6nxggLE 6FdaVjcB3Gw DosbAZWZ3w website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing

Entities found in this episode

websites 8

mentioned realeismanplaybook.substack.com website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
references realeismanplaybook.substack.com website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://realeismanplaybook.substack.com/
mentioned Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship
mentioned @RealEismanPlaybook website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
mentioned 1NC6nxggLE 6FdaVjcB3Gw DosbAZWZ3w website

0.45

evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing
discusses Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship
references @RealEismanPlaybook website

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evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
references 1NC6nxggLE 6FdaVjcB3Gw DosbAZWZ3w website

0.38

evidence rules-v5
Link in episode "SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap": https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing

concepts 3

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
mentioned The Weekly Wrap concept

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evidence rules-v5
SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
discusses Investing concept

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evidence rules-v5
Feed category: Investing

persons 2

mentioned Steve Eisman person

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evidence rules-v5
Feed author/publisher: Steve Eisman
hosted by Steve Eisman person

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evidence rules-v5
Feed author/publisher: Steve Eisman

companys 2

mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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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 breaks down the week in markets, including SpaceX's highly anticipated earnings, the growing impact of AI spending on free cash flow, and why Meta continues to struggle while Palantir, Microsoft, and Amazon tell a different story. He also examines the collapse of the Situational Awareness hedge fund, private credit, and the biggest earnings reports of the week. Plus, Steve shares his personal TV recommendations. My full list of TV show recommendations: https://drive.google.com/file/d/1NC6nxggLE_6FdaVjcB3Gw_DosbAZWZ3w/view?usp=sharing 00:00 - Intro 02:36 - Iran War Updates 02:28 - The Demise of the Situational Awareness Hedge Fund 06:35 - Capex & Free Cash Flow 07:35 - Private Credit 08:13 - Palantir 09:55 - Apollo 10:30 - Caterpillar 10:56 - SpaceX 13:05 - Lilly & Novo 13:30 - Arista 14:31 - AMD 14:50 - Disney 15:16 - TV Recommendations 16:51 - 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 ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices