On this episode of The Real Eisman Playbook, Steve Eisman is joined by Lakshmi Ganapathi (Unicus Research) to discuss the growing stress among consumers in the US economy and whether or not the "silent recession" is already here. They also discuss the problems within the used car business, the Yen Carry Trade, private credit concerns, and much more.
00:00 - Intro
01:34 - The Health of the US Consumer
08:35 - Is There Already a Recession?
16:02 - Problems with Carvana & the Used Car Business
20:58 - Commercial Real Estate
25:56 - The Yen Carry Trade
30:10 - FICO
33:56 - Digital Realty
37:39 - GE Vernova
39:37 - Private Credit Concerns
43:25 - The Problem with the US Consumer Today
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