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GPU-Backed Debt, GLP-1 Shorts & Prediction Markets: What the Data Is Saying This Week episode artwork

EPISODE · Apr 2, 2026 · 54 MIN

GPU-Backed Debt, GLP-1 Shorts & Prediction Markets: What the Data Is Saying This Week

from Risk and Return with Charlie Gasparino and Bob Sloan · host S3 Partners

CoreWeave just closed the first-ever investment grade GPU-backed financing deal — $8.5 billion. Does that reset the private credit panic, or are the shorts still right? Charlie Gasparino and Bob Sloan of S3 Partners break down the data.This week: federal investigators are circling the prediction markets, GLP-1 drugs are quietly crushing consumer staples short interest is surging in Coke, Colgate, and Campbell's, and 10 of 11 Russell 3000 sectors are running above their one-year short interest average.00:00 - Intro17:34 - Prediction markets under federal investigation27:39 - CoreWeave's $8.5B GPU-backed deal & what it means for private credit38:59 - Shorts target Coke (KO)40:43 - Campbell's battleground (CPB)44:53 - Russell 3000 sector breakdownFollow S3 Partners on Bloomberg Terminal for real-time short interest data. New episodes every week.S3Partners.com

What this episode covers

CoreWeave just closed the first-ever investment grade GPU-backed financing deal — $8.5 billion. Does that reset the private credit panic, or are the shorts still right? Charlie Gasparino and Bob Sloan of S3 Partners break down the data.This week: federal investigators are circling the prediction markets, GLP-1 drugs are quietly crushing consumer staples short interest is surging in Coke, Colgate, and Campbell's, and 10 of 11 Russell 3000 sectors are running above their one-year short interest average.00:00 - Intro17:34 - Prediction markets under federal investigation27:39 - CoreWeave's $8.5B GPU-backed deal & what it means for private credit38:59 - Shorts target Coke (KO)40:43 - Campbell's battleground (CPB)44:53 - Russell 3000 sector breakdownFollow S3 Partners on Bloomberg Terminal for real-time short interest data. New episodes every week.S3Partners.com

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GPU-Backed Debt, GLP-1 Shorts & Prediction Markets: What the Data Is Saying This Week

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Frequently Asked Questions

How long is this episode of Risk and Return with Charlie Gasparino and Bob Sloan?

This episode is 54 minutes long.

When was this Risk and Return with Charlie Gasparino and Bob Sloan episode published?

This episode was published on April 2, 2026.

What is this episode about?

CoreWeave just closed the first-ever investment grade GPU-backed financing deal — $8.5 billion. Does that reset the private credit panic, or are the shorts still right? Charlie Gasparino and Bob Sloan of S3 Partners break down the data.This week:...

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