Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap
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Show Notes
In this episode of The Weekly Wrap, Steve Eisman breaks down the recent chaos surrounding silver and how it's been impacted by China’s new export ban. He also discusses the collapse of UnitedHealthcare, the explosive AI CapEx forecasts from Meta and Microsoft, and much more.
00:00 - Intro
01:10 - Some Thoughts on the Market & The Surge of Silver
04:37 - Greenland & The Fed
05:41 - Procter & Gamble & McCormick Struggle
06:30 - State of the Market
07:25 - Earnings: UnitedHealthcare, Starbucks, GE Vernova, Amphenol, Meta, ServiceNow, Microsoft, Tesla, Apple
20:44 - Mailbag
22:39 - Outro
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