
Jen Sarbuck
Guest contributor on the He Said, She Said segment, providing macro and fixed-income analysis with experience explaining carry trades and bond auction dynamics.
Best podcasts with Jen Sarbuck
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11 snips
Jan 26, 2026 • 40min
Earnings Expectaions This Week + "He Said, She Said" Goes To Japan
Kristin Kelly, M&A and media analyst, and Jen Sarbuck, macro and fixed-income strategist, join the conversation. They unpack Japan’s bond-market shock and auction mechanics. They dissect the yen carry-trade unwind and its market ripple. They also cover Netflix’s shift to an all-cash bid and why that unsettled investors.

Jan 19, 2026 • 1h 4min
Unintended Consequences: Powell Pressure, Silver Squeeze & Credit Card Cap Concerns | Danny Moses, Kristen Kelly & Jen Saarbach
Kristen Kelly, a finance and entertainment M&A analyst, and Jen Saarbach, a former trading desk pro, join for a riveting discussion on unintended consequences. They delve into Jerome Powell's dilemma and its impact on Fed independence, warning of potential political fallout. The conversation shifts to the Biden administration's credit card rate cap proposal, revealing possible negative effects on consumers and banks. The duo also tackles the corporate drama surrounding the Warner Bros. bidding war, likening it to a real-life 'Succession' saga.


