Private Credit's Clock is Ticking w/ Glenn Schorr & Ken Worthington | The Real Eisman Playbook Ep 72
Glenn Schorr and Ken Worthington discuss risks in private-credit software loans, agentic AI at retail brokers, crypto use cases and bank earnings.
Tuesday, August 11, 2026
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Investor Letters
All letters- Protean Funds July 2026 EVGGF $15BNVO $168B
- FPA Crescent Fund 2Q26 028260 $42BADI $197B
- Polaris Capital Management SECOND QUARTER 2026 ADBE $90BBABA $270B
- Palm Harbour Capital second quarter 2026 JMHLY $16B
- Third Avenue Management three months ended June 30, 2026 HRBAY $1.1TPTAXY $411B
- Patient Capital Management second quarter of 2026 ADBE $90BADYEN $31B
- Polen Capital 5Perspectives Growth Opportunities 2Q 2026 AMD $1.1TBE $87B
- Laughing Water Capital Q2 of 2026 GSK $95B
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$FOX dropped 25% buying $ROKU. Is the market wrong? | Simeon McMillan, Accrued Interest
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Deep Sail Capital
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