# What’s Next for the Consumer… And Metals and Materials Surge 8/5/26

An episode of [CNBC's "Fast Money"](https://invisiblenetwork.ai/podcast/215529509), 5 Aug 2026, 44 min.

Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/b7b89f33-e5b5-46a6-9e42-7f843e9567e5/episodes/cb89ad54-0abe-46c9-8fee-e9cb16dc9382/audio/128/default.mp3?aid=rss_feed&awCollectionId=b7b89f33-e5b5-46a6-9e42-7f843e9567e5&awEpisodeId=cb89ad54-0abe-46c9-8fee-e9cb16dc9382&feed=szW8tJ16

The traders break down the state of the consumer as the summer winds down. Tanger CEO Stephen Yalof gives his take on where the consumer is heading and the result of the world cup on consumer behavior. Then, metals and materials surging midweek, with the XLB leading the gains in the S&P 500 and Gold reaching its highest levels since February. Plus, Alphabet drops on Exec shakeup, major tech earnings after the bell, and Disney jumping after earnings beat. 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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