January 09, 2026

5 Long-Term Themes You Need to Understand For 2026 | The Weekly Wrap

26 minutes

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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