The Real Eisman Playbook

← The Real Eisman Playbook10 aug · 51 min

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72

Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 7210 aug51 min

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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

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