An MLB Lockout Bet, $40T in Debt & the Paramount Endgame

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

Opublikowano: 2026-08-20

The U.S. national debt crossed $40 trillion — the alert literally hit mid-recording. So why aren't markets panicking? Bob Sloan breaks down the basis trade quietly keeping the debt machine running, the symbiosis between Wall Street and the Treasury, and the thing to watch as September funding pressure builds: banks starting to tell hedge fund clients "no." Plus: the arbs are back in the Paramount–Warner Bros. Discovery (WBD) deal as the $7M-a-day ticking fee looms, short sellers are positioning for an MLB lockout through the only publicly traded team in baseball (BATRA), and shipping stoc...