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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