BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital

On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and their takeaways on what to expect from a busy week for the stock market (29:30).

Later, Guy is joined by Kaitlin Malin, COO of iConnections, to interview Peter Polanskyj of Obra Capital. They hit his background/about Obra (36:00), the business of structured credit (37:30), the low-interest rate environment (39:30), positioning for higher for longer (43:00), looking at the macro picture (45:00), the value proposition for Obra Capital (47:00), Obra Capital’s insurance strategy (52:00), typical investment cycles (53:30), lessons in investing (55:00).

About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

Check out our show notes here

Learn more about Ro body: ro.co/tape

See what adding futures can do for you at cmegroup.com/onthetape.

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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital

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