The Real Eisman Playbook
The Real Eisman Playbook
Steve Eisman
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap
20 minutes Posted May 22, 2026 at 8:18 pm.
Intro
Next Week's Real Eisman Playbook Premium Preview
Iran War Updates
Why I Lightened Up
NextEra Buys Dominion Energy
Target & Walmart
Salesforce
Intuit
NVIDIA
Home Depot & Lowe's
Toll Brothers
Mailbag: Private Credit
Mailbag: The Big Short
Outro
0:00
20:55
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Show notes
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On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and Target to the Ten Year Treasury yield hitting 4.6%. He also covers NVIDIA's blockbuster quarter, the state of software, and closes with two mailbags: one on private credit and another on how his hedge fund actually closed the famous Big Short trades from 2008.
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