Markets Position for Lasting Tariffs, Shipping Shorts Build

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

Bob Sloan and Charlie Gasparino break down how policy uncertainty is reshaping market positioning and driving volatility across equities. They discuss battleground stocks, the growing influence of active long leadership, and what shifting positioning signals about sector leadership and return opportunities. Charlie brings his latest reporting into the conversation, including White House concern over Powell, cracks forming in the Netflix–WBD deal, and whether investors are getting in too late on Venezuela debt.

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This episode is 51 minutes long.

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This episode was published on January 14, 2026.

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