January 30, 2026

Silver Goes Crazy, United Healthcare is Falling, & AI’s CapEx is Exploding | The Weekly Wrap

26 minutes

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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