Kristen Kelly
Contributor at The Wall Street Skinny and podcast guest specializing in alternative investments and private credit analysis, offering detailed explanations of industry structures and risks.
Top 5 podcasts with Kristen Kelly
Ranked by the Snipd community
9 snips
Feb 25, 2026 • 25min
TWSS x CNBC's Dan Nathan & Guy Adami: "He Said / She Said" - Blue Owl's Private Credit Fiasco
Jen Sarbuck, market translator who makes complex finance accessible, and Kristen Kelly, private markets specialist focused on alternative investments. They unpack stress in private credit around Blue Owl’s gated retail vehicle and why asset managers’ stocks are under pressure. They also explore how private credit finances AI and data centers, plus the rise of prediction markets and the risks around liquidity and insider information.
9 snips
Feb 23, 2026 • 32min
The 'Blue Owl' In The Private Credit Coal Mine
Jen Saarbach, co-host/producer at The Wall Street Skinny, brings market-access perspective. Kristen Kelly, contributor at The Wall Street Skinny, explains alternative-investment structures and risks. They dig into stress at a retail-facing private-credit vehicle and why liquidity mismatches force gating. They also explore how prediction markets and a Tradeweb deal could change institutional access to binary macro bets.
Feb 2, 2026 • 58min
How Will The Market Test Future Fed Chair Kevin Warsh?
Kristen Kelly, WSJ contributor focused on hedge funds and investor behavior, and Jen Saarbach, WSJ contributor who tracks market sentiment and FX. They tackle Kevin Warsh’s market shock, the dramatic gold and silver selloff, Bitcoin’s failure to rally, the dollar’s decline, hedge fund resurgence, and Gen Z’s gambling-style investing. Short, sharp takes on market moves and generational trading trends.
Feb 9, 2026 • 38min
What We Learned From The Software Sell-off | He Said, She Said with The Wall Street Skinny
Kristen Kelly, co-founder and writer at The Wall Street Skinny, offers market analysis on the recent SaaS sell-off and shifting investor sentiment. Conversation covers AI-driven spending versus returns, Microsoft's central role, private credit exposure to tech stress, crypto volatility and Bitcoin’s tested narrative, and potential rotations into financials and energy.
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.
