Private Credit Cracks The AI Boogeyman Why Crypto is for Boomers The Real Eisman Playbook

#finance
#financement
On episode 49 of The Real Eisman Playbook, Steve Eisman sits down with Glenn Shorr of Evercore and Dwight Collins of Autonomous Research to break down the growing fears around private credit and private equity. The conversation also explores AI disruption across financial services, why certain stocks are reacting wildly to AI news, and what’s really happening in crypto markets. They also debate the future of payments, bank M&A, and much more.

00:00 - Intro
02:27 - What's Happening in Private Equity/Private Credit
20:39 - The AI Boogeyman
28:22 - Bank M&A
34:30 - Crypto & Bitcoin
38:57 - The Payments Space
42:22 - Final Thoughts & SoFi's Warning Signal
47:15 - Outro