World Model · podcast knowledge graph

Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap

2026-05-01 · 31 min · 13 entities

episode page audio

Asserted relationships

  • → hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • → references realeismanplaybook.com website
    0.38
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://realeismanplaybook.com/

Entities found in this episode

websites 6

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • mentioned realeismanplaybook.com website
    0.45
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://realeismanplaybook.com/
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • references realeismanplaybook.com website
    0.38
    evidence rules-v5
    Link in episode "Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap": https://realeismanplaybook.com/

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned The Weekly Wrap concept
    0.42
    evidence rules-v5
    Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

persons 2

  • mentioned Steve Eisman person
    0.70
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
Episode description as stored
Visit https://realeismanplaybook.com/ to sign up for our mailing list. On this episode of The Weekly Wrap, Steve Eisman breaks down a massive week of earnings and why strong results continue to push markets higher despite signs of weakness in the consumer. He explores the growing impact of AI-driven capex from Big Tech and how it’s shaping the broader economy and market leadership. Steve also dives into the UAE’s exit from OPEC, rising oil prices, and ongoing uncertainty around the war in Iran. 00:00 - Intro 02:04 - Charter 06:20 - Iran War Updates 07:50 - The Post-March Rally 10:36 - Private Credit 12:18 - Blue Owl 13:36 - Domino's Pizza 14:51 - GM 15:45 - Starbucks 16:44 - Visa 17:38 - FICO 20:13 - Bookings 20:37 - Enphase 21:30 - Google, Microsoft, Meta, Amazon 24:22 - Lilly 24:52 - Industrials: Quanta & Caterpillar 26:19 - Apple 26:44 - Outro Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices