The Real Eisman Playbook

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

Published: May 1, 2026

Duration: 30:40

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...