The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
30 minutes Posted May 1, 2026 at 8:18 pm.
Intro
Charter
Iran War Updates
The Post-March Rally
Private Credit
Blue Owl
Domino's Pizza
GM
Starbucks
Visa
FICO
Bookings
Enphase
Google, Microsoft, Meta, Amazon
Lilly
Industrials: Quanta & Caterpillar
Apple
Outro
0:00
30:40
Download MP3
Show notes
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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.
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