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Milken Dispatch: DeSantis, Tim Scott, and Griffin's Exit from NYC — Plus Maersk, Semis, and Figma episode artwork

EPISODE · May 6, 2026 · 36 MIN

Milken Dispatch: DeSantis, Tim Scott, and Griffin's Exit from NYC — Plus Maersk, Semis, and Figma

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

Charlie Gasparino reports live from the Milken Institute Conference in Los Angeles with the latest from his fireside chats with Florida Governor Ron DeSantis and Senator Tim Scott, plus reporting on Ken Griffin's announcement that Citadel is scaling back its $6B NYC expansion. Bob Sloan walks through last week's S3 earnings model results, the math on Ryan Cohen's GameStop bid for eBay, the Maersk short unwind, semiconductor capitulation led by TSM, and why Figma is shaping up as a battleground stock into earnings.00:00 — Welcome from Milken01:14 — DeSantis, Tim Scott, and Ken Griffin fireside recaps03:07 — Griffin scales back NYC expansion, shifts to Miami07:57 — Florida vs. South Carolina tax race17:18 — Last week's calls: AIG, Linde, Colgate18:05 — Ryan Cohen's GameStop bid for eBay23:59 — Shipping update: Maersk short unwinds25:04 — Semiconductors: TSM and positioning capitulation26:29 — Figma as a battleground stock into earnings29:11 — Milken mood, Iran blockade, and Trump's resilience

What this episode covers

Charlie Gasparino reports live from the Milken Institute Conference in Los Angeles with the latest from his fireside chats with Florida Governor Ron DeSantis and Senator Tim Scott, plus reporting on Ken Griffin's announcement that Citadel is scaling back its $6B NYC expansion. Bob Sloan walks through last week's S3 earnings model results, the math on Ryan Cohen's GameStop bid for eBay, the Maersk short unwind, semiconductor capitulation led by TSM, and why Figma is shaping up as a battleground stock into earnings.00:00 — Welcome from Milken01:14 — DeSantis, Tim Scott, and Ken Griffin fireside recaps03:07 — Griffin scales back NYC expansion, shifts to Miami07:57 — Florida vs. South Carolina tax race17:18 — Last week's calls: AIG, Linde, Colgate18:05 — Ryan Cohen's GameStop bid for eBay23:59 — Shipping update: Maersk short unwinds25:04 — Semiconductors: TSM and positioning capitulation26:29 — Figma as a battleground stock into earnings29:11 — Milken mood, Iran blockade, and Trump's resilience

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Milken Dispatch: DeSantis, Tim Scott, and Griffin's Exit from NYC — Plus Maersk, Semis, and Figma

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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 36 minutes long.

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

This episode was published on May 6, 2026.

What is this episode about?

Charlie Gasparino reports live from the Milken Institute Conference in Los Angeles with the latest from his fireside chats with Florida Governor Ron DeSantis and Senator Tim Scott, plus reporting on Ken Griffin's announcement that Citadel is scaling...

Can I download this Risk and Return with Charlie Gasparino and Bob Sloan episode?

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