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".