When credit stress will surface

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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