The Race for Capital, and the Hedge That Moved to Credit

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

Opublikowano: 2026-10-14

S3 Partners founder & managing partner Bob Sloan and Charlie Gasparino of Fox Business and the New York Post cover the headlines and data moving markets. This week: the hedge moved from rates to credit spreads. Bob walks through why short interest in the investment grade ETF keeps climbing now that a 5% world looks as hard on high quality borrowers as it is on high yield, why long duration Treasury shorts have flattened out while both credit ETFs get pressed, and why shorts are selling airline stocks as a proxy for the price of oil...