The Real Eisman Playbook

The Iran War is Masking Economic Problems: Why Housing is So Expensive | The Weekly Wrap

Published: March 27, 2026

Duration: 54:11

On this episode of The Weekly Wrap, Steve Eisman breaks down the latest with the war in Iran and how it continues to mask deeper economic risks. He also mentions even more bad news in the world of private credit and suggests we're hitting the beginning of a credit cycle. The episode also features an in-depth interview with Meritage Homes CEO Phillippe Lord, in which the two of them discuss the real reasons housing affordability continues to worsen in the U.S.


00:00 - Intro

01:21 - Iran War Updates

03:07 - More...