Iran at the Point of No Return, AI's Atomic Moment, and the S3 Earnings Model

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

Opublikowano: 2026-05-28

Charlie Gasparino and Bob Sloan are back together for a wide-ranging episode covering the Iran standoff, Fed Chair Warsh's long game, David Solomon's DJ return (?), and S3's earnings model scorecard. Bob breaks down why economic pressure beats military force ("I'll trade treasure for blood any day"), and walks through last week's 2-for-3 earnings calls. Then Bob gets real about how S3 Partners uses AI internally, from daily monitoring agents to collateral production. Plus: the Oppenheimer analogy AI leaders need to hear, and a Gap earnings setup. Bob Sloan...