Kristin Kelly
Guest contributor on the He Said, She Said segment, focusing on M&A and media industry analysis, including commentary on the Netflix–Warner Bros–Paramount situation.
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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.
