Visit https://realeismanplaybook.com/ to sign up for our mailing list.

On episode 57 of The Real Eisman Playbook, Steve Eisman sits down with Chris Edson, partner and global head of origination at Apollo, to get a firsthand look at what's going on inside one of the world's largest private credit operations. Chris breaks down why Apollo's exposure to software is among the lowest in the industry and why the private credit panic in the press tells only a small part of a much larger story.

00:00 - Sign Up For Our Mailing List!

00:41 - Intro

02:18 - What is Going On with Private Credit?

09:25 - Apollo's Exposure to Software

11:41 - Apollo's Origination Platform

20:38 - The Top 3 Platforms

25:30 - Apollo's Competitors

28:35 - Is the Industry Getting Sloppy?

31:02 - Apollo's Biggest Criticism

33:53 - Potential Credit Cycle

37:34 - Credit Funds

40:05 - Transparency & Disclosure

41:35 - Closing Thoughts

42:45 - Outro

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