
Peter Polanskyj
COO of Obra Capital
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Apr 29, 2024 • 57min
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
Peter Polanskyj, COO of Obra Capital, discusses structured credit, low-interest rate environment, positioning for higher rates, macro picture, and Obra Capital's insurance strategy. Dan Nathan and Liz Young cover earnings season, Meta, CEO insights on consumers, market reactions to Fed meetings and jobs reports, yields, and stock market expectations for the week.