Credit Isn't A Problem... Until It Is

Q: How long is this episode of RiskReversal Pod?

This episode is 32 minutes long.

Q: When was this RiskReversal Pod episode published?

This episode was published on March 9, 2026.

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What this episode covers

Dan Nathan and Guy Adami break down a messy macro picture after the latest nonfarm payrolls miss: a softening labor market, sticky inflation, and an equity tape that still looks oddly calm on the surface. They dig into rising credit stress in banks and private credit, what the VIX and bond market are really signaling, and how oil shocks and geopolitical tensions in the Middle East complicate the Fed’s next move. After the break, Jen Saarbach and Kristen Kelly from The Wall Street Skinny join to unpack the Warner-Paramount mega-deal, “synergies” as code for layoffs, AI’s slow-motion impact on white-collar jobs, and why today’s conditions have uncomfortable echoes of 2008. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

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