Sveriges mest populära poddar
The Real Eisman Playbook
NäringslivInvestering

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

22 min•15 maj 2026

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

Fler avsnitt av The Real Eisman Playbook

Visa alla avsnitt av The Real Eisman Playbook
Walmart & Target Signal Consumer Stress as the 10-Year Yield Hits 4.6% | The Weekly Wrap
•21 min
Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60
•1 tim 18 min
FICO’s Monopoly is Fading & Consumers Are the Winners w/ Kelsey Zhu | The Real Eisman Playbook Ep 59
•1 tim 14 min
S&P Hits New Highs as Tech Earnings Crush Recession Fears | The Weekly Wrap
•30 min
Is a Market Melt-Up Coming? Why Tech & Semis Are Dominating Again | The Real Eisman Playbook Ep 58
•39 min
Earnings Keep the Market Strong Despite Signs of Consumer Weakness | The Weekly Wrap
•31 min
Apollo's Private Credit Exposure: Chris Edson Weighs In | The Real Eisman Playbook Ep 57
•49 min
Is a Recession Coming? What 100+ Companies Are Telling Us | The Weekly Wrap
•34 min
Market Patterns Work and Jeffrey Hirsch Explains Why | The Real Eisman Playbook Ep 56
•50 min
Bank Earnings Are In: Here’s What They’re REALLY Saying About the U.S. Economy | The Weekly Wrap
•28 min

The Real Eisman Playbook med Steve Eisman finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.