On this episode of The Real Eisman Playbook, Steve Eisman is joined by Evercore's Glenn Schorr. The two of them discuss why private lenders like Apollo and Blackstone are suddenly under pressure, what the risks are in the credit markets, and how investors should be thinking about this shifting landscape.

00:00 - Intro 01:50 - What's Going On with Some of These Struggling Stocks? 10:35 - Who is Taking the Biggest Hit Right Now? 13:30 - Apollo 18:44 - CEOs 28:14 - Bank of America 33:10 - CitiBank 42:36 - Asset Management & Tokenization

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The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33

The Real Eisman Playbook

The Private Credit Panic: Why Wall Street’s Big Winners are Now Losing | Real Eisman Playbook Ep 33