Episode

Consumer Crunch Intensifies… And International Opportunity 5/11/26

Podcast: CNBC's "Fast Money"
Published: May 11, 2026
Duration seconds: 2600
Processing state: not_requested
Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/cf6780a3-c560-4a20-a860-20e5a8378dd6/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=cf6780a3-c560-4a20-a860-20e5a8378dd6&feed=szW8tJ16
JSON: /v1/public/podcasts/cnbc-s-fast-money-385199/episodes/consumer-crunch-intensifies-and-international-opportunity-5-11-26
Markdown: /podcast/cnbc-s-fast-money-385199/consumer-crunch-intensifies-and-international-opportunity-5-11-26.md

Actions

POST https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/consumer-crunch-intensifies-and-international-opportunity-5-11-26/transcription-requests
Idempotently request low-priority transcript generation for this episode.
GET https://stenobird.com/podcast/cnbc-s-fast-money-385199/consumer-crunch-intensifies-and-international-opportunity-5-11-26.md
Read the agent-friendly Markdown representation of this episode resource.

Summary

Cracks in the consumer seem to be widening, as retail takes a leg lower ahead of the group's earnings reports. The names pulling the XRT retail ETF lower on the back of its 3-week losing streak, and how the Fast Money traders are positioning in the names ahead of the results. Plus Netflix shares get chilled, Copper shines as the metal closes at a record high, and the semi testing company that’s quintupled over the past year. The CEO joins the Fast Money crew to dig into what makes the company stand out. Fast Money Disclaimer