EPISODE · Mar 20, 2026 · 51 MIN
Blue Owl: Nobody Believes the Marks. Plus Coinbase Squeeze Risk & Battleground Stocks
from Risk and Return with Charlie Gasparino and Bob Sloan · host S3 Partners
The Straits of Hormuz, private credit marks nobody believes, Software Shorts, Battleground Stocks, and a Coinbase setup that traders need to see. Bob Sloan of S3 Partners and Charlie Gasparino dig into the week's biggest market themes — from the exec who didn't know he was being taped, to why CoreWeave is the ultimate stress test for the entire AI trade.00:00 - Intro31:49 - Blue Owl33:26 - Coinbase34:59 - UiPath and Software45:45 - Battleground StocksS3Partners.com
What this episode covers
The Straits of Hormuz, private credit marks nobody believes, Software Shorts, Battleground Stocks, and a Coinbase setup that traders need to see. Bob Sloan of S3 Partners and Charlie Gasparino dig into the week's biggest market themes — from the exec who didn't know he was being taped, to why CoreWeave is the ultimate stress test for the entire AI trade.00:00 - Intro31:49 - Blue Owl33:26 - Coinbase34:59 - UiPath and Software45:45 - Battleground StocksS3Partners.com
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Blue Owl: Nobody Believes the Marks. Plus Coinbase Squeeze Risk & Battleground Stocks
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