TheBitCast

Milken Dispatch: DeSantis, Tim Scott, and Griffin's Exit from NYC — Plus Maersk, Semis, and Figma

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

Opublikowano: 2026-05-06

Charlie Gasparino reports live from the Milken Institute Conference in Los Angeles with the latest from his fireside chats with Florida Governor Ron DeSantis and Senator Tim Scott, plus reporting on Ken Griffin's announcement that Citadel is scaling back its $6B NYC expansion. Bob Sloan walks through last week's S3 earnings model results, the math on Ryan Cohen's GameStop bid for eBay, the Maersk short unwind, semiconductor capitulation led by TSM, and why Figma is shaping up as a battleground stock into earnings. 00:00 — Welcome from Milken01:14 — DeSantis, Tim Scott, and Ken Griffin fireside recaps03:07 — Griffin scales back N...