Blue Owl: Nobody Believes the Marks. Plus Coinbase Squeeze Risk & Battleground Stocks

Podcast: Risk and Return with Charlie Gasparino and Bob Sloan · S3 Partners

Opublikowano: 2026-03-20

The Straits of Hormuz, private credit marks nobody believes, Software Shorts, Battleground Stocks, and a Coinbase setup that traders need to see. Bob Sloan of S3 Partners and Charlie Gasparino dig into the week's biggest market themes — from the exec who didn't know he was being taped, to why CoreWeave is the ultimate stress test for the entire AI trade. 00:00 - Intro 31:49 - Blue Owl 33:26 - Coinbase 34:59 - UiPath and Software 45:45 - Battleground Stocks S3Partners.com ...