Glenn Schorr

Senior Managing Director & Analyst, Brokers, Banks and Asset Managers, Evercore

Search every verified Glenn Schorr interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Glenn Schorr appeared on episode 72 of The Real Eisman Playbook on July 30, 2026, alongside Steve Eisman and Ken Worthington of JP Morgan. During the discussion, Schorr addressed the state of private credit, particularly regarding software loans. He stated that the demand for direct lending products in the wealth channel has dried up, with gross sales inflows into these funds being infinitesimal, and noted that redemption requests are not as severe as those seen in March and April but remain a persistent issue. He also distinguished between institutional and retail distribution, saying the institutional portion of the business, which holds the majority of assets, continues to perform reasonably well, while the smaller retail portion faces challenges. Schorr also commented on the strength of investment bank earnings, describing results as incredibly strong and noting that earnings estimates have been revised higher. He expressed some concern that when everything is humming, there is always the possibility that conditions could change. The conversation also covered topics such as agentic AI's impact on retail brokers, crypto use cases, and stablecoins, with Schorr participating in the broader analysis of these sectors.