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Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45

2026-02-09 · 49 min · 13 entities

episode page audio

Asserted relationships

  • → appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
  • → hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

Entities found in this episode

websites 4

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

persons 3

  • mentioned Lakshmi Ganapathi person
    0.72
    evidence rules-v5
    Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
  • mentioned Steve Eisman person
    0.70
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • 0.42
    evidence rules-v5
    Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

podcasts 1

  • appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    Consumer VibeCession & Private Credit Risk with Lakshmi Ganapathi | The Real Eisman Playbook Episode 45
Episode description as stored
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 Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices