Selloffs, Squeezes & a July 4th Bull Case for America!

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

Opublikowano: 2026-07-02

Bitcoin's been cut in half — is the crypto winter just getting started? Charlie Gasparino and S3 Partners founder Bob Sloan break down the data behind the selloff, and why S3's positioning numbers on Strategy (MSTR) signal more pain ahead: a dilution spiral where the company issued shares, converts and then preferred shares, forcing an endless hunt for funding to hold the price up. Bob ties it to David Einhorn's classic Allied Capital short — you can't fight a stock while the money keeps flowing, in either direction. Away from the data desk, Charlie gets into...