GPU-Backed Debt, GLP-1 Shorts & Prediction Markets: What the Data Is Saying This Week

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

Opublikowano: 2026-04-02

CoreWeave just closed the first-ever investment grade GPU-backed financing deal — $8.5 billion. Does that reset the private credit panic, or are the shorts still right? Charlie Gasparino and Bob Sloan of S3 Partners break down the data. This week: federal investigators are circling the prediction markets, GLP-1 drugs are quietly crushing consumer staples short interest is surging in Coke, Colgate, and Campbell's, and 10 of 11 Russell 3000 sectors are running above their one-year short interest average. 00:00 - Intro17:34 - Prediction markets under federal investigation27:39 - CoreWeave's $8.5B GPU-backed deal & what it means for private credit38:59...