Nvidia Loses the Lead, Bitcoin ETF Shorts Shift

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

On this week’s live episode of Risk and Return, Charlie Gasparino and Bob Sloan break down the widening gap between institutional longs and shorts across AI, crypto, and consumer names. Nvidia’s divergence from the broader market reveals a new power structure in the Magnificent Seven, while Bitcoin ETFs show classic “short a bit, cover a bit” behavior as liquidity thins. Campbell Soup’s decline highlights how a defensive staple can crack when sentiment, fundamentals, and consumer trends collide. Plus, new reporting on Netflix’s WBD lobbying efforts and the Trump–Mamdani backchannel adds a political edge to today’s market narrative, live every Wednesday at 4pm.

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This episode is 52 minutes long.

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This episode was published on November 26, 2025.

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