# Why this Market “Melt-Up” is Making Me Nervous | The Weekly Wrap

Page: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap
Text version: https://stenobird.com/podcast/the-real-eisman-playbook-7365067/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap.md
Podcast: [The Real Eisman Playbook](https://stenobird.com/podcast/the-real-eisman-playbook-7365067)
Published: 2026-05-15T20:18:00+00:00
Episode link: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9066044952.mp3
Audio file: https://s.gum.fm/s-68f11b96e82bbb3b231c196b/traffic.megaphone.fm/GBLL9066044952.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-real-eisman-playbook-7365067/episodes/why-this-market-melt-up-is-making-me-nervous-the-weekly-wrap
Duration seconds: 1321

## Resource

On this episode of The Weekly Wrap, Steve Eisman explains why the market’s recent “melt-up” is starting to feel frothy as AI stocks surge and defensive sectors continue to shrink inside the S&P 500. Steve breaks down rising inflation concerns, the growing risks in private credit, and key earnings reactions from companies including Cisco, Coinbase, Toast, Block, Expedia, Trade Desk and CoreWeave. 00:00 - Intro 00:50 - Sign Up For The Real Eisman Playbook Premium 05:50 - Trump Rejects Iran's Peace Proposal 06:10 - Signs of Frothiness in the Market 08:07 - More Inflation Signs 08:42 - Ebay Rejects GameStop 09:00 - More Bad News in Private Equity 12:17 - Payments: PayPal, Fiserv, Toast, Bill, & Block 14:14 - Expedia 14:45 - The Trade Desk 15:20 - CoreWeave 15:56 - CoinBase 16:24 - Constellation 17:10 - Cisco 18:06 - Aevex 18:28 - Mailbag: FICO's Scoring Monopoly 20:00 - Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

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## Transcript

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