In this episode of the Weekly Wrap, Steve Eisman analyzes recent trade negotiations and tariffs between the U.S. and key global partners, highlighting the risks of rising trade barriers. He reviews major M&A deals, including Union Pacific’s railroad acquisition and Palo Alto Networks’ $25 billion cybersecurity purchase. Steve discusses mixed earnings from companies like Microsoft, Meta, Apple, United Health, and Starbucks, focusing on challenges and growth drivers across sectors. The episode closes with advice on portfolio management from an investment mailbag question and a preview of an upcoming conversation on the current state of venture capital. 

00:00 Tariff Turmoil: The Week's Major Economic News

03:54 Federal Reserve Decisions and Economic Indicators

07:41 Mergers and Acquisitions: Industry Shifts

11:54 Earnings Reports: Key Players and Market Reactions

15:42 Tech Giants: AI and Market Performance

20:00 Investor Insights: Portfolio Management and Strategy 

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