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Steve Eisman on Banks, AI and His Next Big Bet
Odd Lots
How to Allocate Your Time to Have a Song
People have been predicting a turn in the credit cycle for years now and it has yet to happen. We've seen maybe some idiosyncratic bankruptcies, but nothing sort of on mass or systemic. I don't think the consumer is over levered. There's really no subprime mortgage lending in the United States at all. The office will be concentrated in CMBS and in certain regional banks.
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