HeyJaredRisk and Return with Charlie Gasparino and Bob Sloan
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.
- Indexed episodes, last 90 days
- 10
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- Sep 24, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
The Oracle of Langley Returns: Jack Devine on Iran, Ukraine and the AI Arms Race (opens the original)
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Former CIA acting director Jack Devine is back on Risk & Return, six months after he called the Iran conflict almost move for move. This week he tells Bob Sloan and Charlie Gasparino why there is still no deal on the table, why Tehran thinks it has the upper hand heading into the midterms, and what he would do about it. Then it's Ukraine and the drone math that changed the war, a ten-year outlook where the US and China hold the only real AI power, and the ethics question Jack says the tech indus
AI Panic, the Crowded Shipping Long, and the Oil Trade That Broke (opens the original)
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Bob and Charlie discuss why the loudest voices in the AI debate are the ones with the weakest hand, Larry Ellison's reversal on his Oracle stock sale, the fight over the Paramount and Warner Bros. Discovery deal, and the return of San Pietro, plus S3 positioning data on shipping, oil and the Treasury curve. Shipping active longs up 94% on the year to $23.2B while short interest sat at 13-month lows. Shorts only started rebuilding in August. USO clears the top of its range with short interest 40%
Remembering 9/11, 25 years later (opens the original)
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On the 25th anniversary of 9/11, Charlie Gasparino and Bob Sloan set the data and headlines aside to share their firsthand accounts of that day. From the trading floor to Ground Zero, they reflect on the first responders, the lives lost, and why that morning still matters. Regular Risk & Return episodes return Wednesday, September 16th at 4pm.
An MLB Lockout Bet, $40T in Debt & the Paramount Endgame (opens the original)
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The U.S. national debt crossed $40 trillion — the alert literally hit mid-recording. So why aren't markets panicking? Bob Sloan breaks down the basis trade quietly keeping the debt machine running, the symbiosis between Wall Street and the Treasury, and the thing to watch as September funding pressure builds: banks starting to tell hedge fund clients "no." Plus: the arbs are back in the Paramount–Warner Bros. Discovery (WBD) deal as the $7M-a-day ticking fee looms, short sellers are positioning
SpaceX's Big Unwind and Paramount's Threat to Leave LA/New York (opens the original)
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Charlie Gasparino of Fox News and NY Post and S3's founder and managing partner Bob Sloan on the leverage fight behind the $110B Warner Bros. Discovery deal — and the short unwind in the biggest IPO on record. Bob reveals SpaceX shorts have covered hard since the August 6 unlock — 40 million shares in two days, roughly a fifth of the position — after S3 called the print at 210M shares against an actual 206M. Bob breaks down potential boxed positions, why the average short is still in the money,
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