Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap

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On this episode of The Weekly Wrap, Steve Eisman breaks down a week full of warning signs from disappointing results at Walmart and Target to the Ten Year Treasury yield hitting 4.6%. He also covers NVIDIA's blockbuster quarter, the state of software, and closes with two mailbags: one on private credit and another on how his hedge fund actually closed the famous Big Short trades from 2008.

00:00 - Intro

01:02 - Next Week's Real Eisman Playbook Premium Preview

02:45 - Iran War Updates

03:00 - Why I Lightened Up

05:05 - NextEra Buys Dominion Energy

06:17 - Target & Walmart

07:45 - Salesforce

08:40 - Intuit

09:16 - NVIDIA

12:06 - Home Depot & Lowe's

13:30 - Toll Brothers

13:38 - Mailbag: Private Credit

17:22 - Mailbag: The Big Short

19:12 - Outro

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