Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
About this episode
Steve Eisman discusses the challenges in private credit with Glenn Schorr and Ken Worthington, covering various financial topics including AI's impact and crypto trends.
Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/ On episode 72 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Schorr of Evercore and Ken Worthington of JP Morgan for a sweeping deep dive into the ticking time bomb in private credit software loans, agentic AI's impact on retail brokers, crypto use cases and Bitcoin's fading relevance, and a summary of bank earnings. 00:00 - Intro 03:12 - Retail Brokers, Cash, Agentic AI, & Banks 15:00 - Private Equity & Private Credit 28:15 - Crypto 36:06 - Stablecoins 42:21 - The Big Banks Reported 44:59 - Outro Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are…
More episodes of The Real Eisman Playbook
- P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
- Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
- The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73
- AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap
- SpaceX Disappoints, AI's Free Cash Flow Shrinks, Meta Struggles | The Weekly Wrap
- 250 Years of American Capitalism: Hamilton, the GFC, & the AI Boom | The Real Eisman Playbook Ep 71
Explore listener stats, chart rankings, contacts and more on the The Real Eisman Playbook podcast page.