The $24 Billion Bet Against SpaceX, South Korea Wipeout & U.S. Sector Positioning Map

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

Opublikowano: 2026-07-30

The Fed held rates steady — and markets resumed the sell-off. The warning was already in the positioning data: Korea's single-stock ETF blowup and a crossing Korea–Hong Kong spread foreshadowed the move before it reached U.S. shores. Charlie Gasparino and S3 Partners founder & CEO Bob Sloan break down the week's biggest market stories using S3's proprietary positioning and short-interest data — showing where institutional investors are actually leaning, before the headlines catch up. This week: SpaceX short interest climbs to roughly $24 billion — larger than Tesla's in dollar terms — with a loc...