Market Positioning, the Short Seller on Trial & Media's Power Shift

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

Opublikowano: 2026-06-04

Charlie Gasparino and Bob Sloan break down the week's biggest market and media stories — from the criminal conviction of short seller Andrew Left to the AI positioning battles playing out across space, software, and satellite stocks. Bob unpacks why S3's "battleground stocks" framework — the seventh category of market data — matters more than ever in an index-dominated market, with fresh positioning data on Intuitive Machines (LUNR), AST SpaceMobile, UiPath, and Virgin Galactic. Plus: Charlie's reporting on David Ellison's Hollywood power plays, Jamie Dimon's $20B war chest, the future of CBS and CNN news, and whether AI is about...