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

Page: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/earnings-keep-the-market-strong-despite-signs-of-consumer-weakness-the-weekly-wrap
Text version: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/earnings-keep-the-market-strong-despite-signs-of-consumer-weakness-the-weekly-wrap.md
Podcast: [The Real Eisman Playbook](https://stenobird.com/podcast/the-real-eisman-playbook-7365067)
Published: 2026-05-01T20:18:00+00:00
Episode link: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL6716813445.mp3?updated=1777665066
Audio file: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL6716813445.mp3?updated=1777665066
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JSON: https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/earnings-keep-the-market-strong-despite-signs-of-consumer-weakness-the-weekly-wrap
Duration seconds: 1840

## Resource

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…

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## Transcript

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