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Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53, Sonic AI
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Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
The Real Eisman Playbook
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Apr 6, 2026
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52:22
Interview
Is Private Credit the Next Systemic Crisis? Steve Liesman Weighs In | The Real Eisman Playbook Ep 53
From
The Real Eisman Playbook
Steve Liesman
(Senior Economics Reporter, CNBC, guest)
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Executive Summary
Geopolitical tensions are driving oil prices higher, creating a significant inflationary risk that could unanchor consumer expectations and complicate the Federal Reserve's monetary policy decisions.
The rapidly growing private credit market poses a systemic risk due to its opacity, high leverage, and significant, potentially understated, exposure to software companies whose business models are now threatened by AI.
The Federal Reserve is navigating internal divisions on interest rate policy and external political pressures, creating uncertainty around future policy direction and leadership.
Despite numerous headwinds, the U.S.
economy has shown remarkable resilience, but this strength is uneven, with real-time data indicating growing financial stress among lower-income households.
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