# Consumer Crunch Intensifies… And International Opportunity 5/11/26 Page: https://stenobird.com/podcast/cnbc-s-fast-money-385199/consumer-crunch-intensifies-and-international-opportunity-5-11-26 Text version: https://stenobird.com/podcast/cnbc-s-fast-money-385199/consumer-crunch-intensifies-and-international-opportunity-5-11-26.md Podcast: [CNBC's "Fast Money"](https://stenobird.com/podcast/cnbc-s-fast-money-385199) Published: 2026-05-11T22:10:31+00:00 Episode link: https://www.cnbc.com Audio file: 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 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/cnbc-s-fast-money-385199/episodes/consumer-crunch-intensifies-and-international-opportunity-5-11-26 Duration seconds: 2600 ## Resource 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 ## Actions - request_transcript: `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. - read_markdown: `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. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.