
CNBC's "Fast Money" Consumer in a Crunch? And “The Big Short’s” Steve Eisman on How He’s Positioned for the Rest of the Year 7/25/24
Jul 25, 2024
Featuring 'The Big Short's' Steve Eisman, the podcast discusses Lululemon's struggles, consumer market dynamics, challenges faced by Alphabet and Southwest Airlines, trading airline stocks, healthcare sector rotation, auto industry challenges, market rotation in technology stocks, and physicians' experiences with coding pressures from United Health.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 3min
Challenges and Shifts in Consumer Market Dynamics
03:11 • 16min
Analyzing Alphabet's Earnings and Southwest Airlines' Overhaul
18:57 • 2min
Discussion on American and Southwest Airlines' Earnings and Business Model Changes
20:31 • 2min
Trading Airline Stocks, Obesity Space Competition, and Insights from Steve Eisman
22:40 • 3min
Stock Price Pullback and Rotation in Healthcare Sector
25:19 • 4min
Analysis of Auto Industry Struggles and Stock Market Performances
29:21 • 2min
Market Rotation and Technology Stocks Performance
31:20 • 11min
Physicians' Experiences with Medical Coding Pressure from United Health
42:24 • 3min

