Semi Shorts Hold the Line, Wendy's Heats Up & Warsh's "Triple Mandate"

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

Opublikowano: 2026-05-21

Charlie Gasparino and S3's Sam Pierson break down what the positioning data says heading into a packed earnings week — plus Charlie's takes on the new Fed chair's impossible mandate, Wall Street CEOs interacting with NYC's mayor, and the Iran/oil purgatory weighing on markets. This week: → Kevin Warsh's triple mandate: inflation, employment, and Donald Trump→ Why Jamie Dimon and David Solomon need to draw a line with NYC's mayor→ Iran, oil near $100, and why shorts aren't re-engaging→ S3 earnings model: Bearish on Williams-Sonoma, Walmart & BJ's Wholesale→ Inside the Buy Side: U.S. semi shor...