

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

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What people are saying
“Question…many of your guests are analysts for investment firms. What incentives are there for these folks to come on and share their info, as opposed to keeping it to themselves?”
“hair is looking slick Steve, I am happy you are doing well again”
“Hi Steve, I work with one of the largest asset managers in the world in a senior management position. Your analyst buddies naturally follow the public entities, but all that capital is not the majority of private credit. Private credit is s…”
“Finally a coherent thought process for crypto use cases.”
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