Risk and Return
Risk and Return
Podcast Description
Charlie Gasparino and S3 Partners Founder Bob Sloan break down the biggest business headlines and actionable insights that give listeners an inside edge on the markets.
Podcast Insights
Content Themes
Explores significant market trends, investment strategies, and geopolitical impacts on finance, with episodes discussing topics like trade deals between the U.S. and India and the implications of short interest on investor decisions.
Charlie Gasparino and S3 Partners Founder Bob Sloan break down the biggest business headlines and actionable insights that give listeners an inside edge on the markets.
On this week’s live episode of Risk and Return, Charlie Gasparino and Bob Sloan break down the widening gap between institutional longs and shorts across AI, crypto, and consumer names. Nvidia’s divergence from the broader market reveals a new power structure in the Magnificent Seven, while Bitcoin ETFs show classic “short a bit, cover a bit” behavior as liquidity thins. Campbell Soup’s decline highlights how a defensive staple can crack when sentiment, fundamentals, and consumer trends collide. Plus, new reporting on Netflix’s WBD lobbying efforts and the Trump–Mamdani backchannel adds a political edge to today’s market narrative, live every Wednesday at 4pm.
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