Highly recommend listening to past episodes on The Real Eisman Playbook podcast for more info on this topic & banking in general.

https://podcasts.apple.com/bz/podcast/the-real-eisman-playbo...

He's one of the "Big Short" guys but more importantly he has great guests on. Everyone is trying to teach & inform, not sell.

He's been calling this risk out for over a year, especially once the White House started trying to allow retirement accounts access to private credit. For a lot of people that was the big alert, even before Jamie Dimon said he saw "cockroaches".

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JumpCrisscross 4 hours ago | parent [-]

> He's been calling this risk out for over a year

Any figures or lenders he's focussed on?

	▲	adabyron 4 hours ago \| parent [-]
		I can't remember the names. Best bet if you don't want to listen is to just get summaries or transcriptions of the episodes you can an LMM questions on. The info on his podcasts isn't telling you who to short. It's more who has gone under & general knowledge.