The SpaceX IPO, APAC Long/Short Positioning & What Iran Means for the 10-Year

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

Opublikowano: 2026-06-12

Charlie Gasparino and Bob Sloan broadcast from their respective vacations for a wide-ranging vacation edition of Risk & Return. Charlie opens with a media spat over his California election comments and a broader critique of the mainstream press before pivoting to the real market story: the SpaceX IPO priced at a staggering $75 billion. Bob breaks down how the KOSPI short call from last week played out — semis got hit hard — and walks through APAC positioning trends, Wolfspeed's convert arb dynamics, and Maersk's covering-led squeeze risk. The duo also revisit the Andrew Left verdict: was this a cr...