# Consumer Crunch Intensifies… And International Opportunity 5/11/26

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 11 May 2026, 43 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/cf6780a3-c560-4a20-a860-20e5a8378dd6/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=cf6780a3-c560-4a20-a860-20e5a8378dd6&feed=szW8tJ16

Cracks in the consumer seem to be widening, as retail takes a leg lower ahead of the group's earnings reports. The names pulling the XRT retail ETF lower on the back of its 3-week losing streak, and how the Fast Money traders are positioning in the names ahead of the results. Plus Netflix shares get chilled, Copper shines as the metal closes at a record high, and the semi testing company that’s quintupled over the past year. The CEO joins the Fast Money crew to dig into what makes the company stand out. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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