EPISODE · Jan 8, 2026 · 56 MIN
Robert Koenigsberger on His Venezuela Call, WBD Underestimates Antitrust Hurdles
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 are joined by Robert Koenigsberger to break down emerging markets trades as Venezuela enters a new world order shaped by Trump-era geopolitics. The conversation explores how regime change expectations drove distressed PDVSA bonds higher and what that signals for risk across global markets. Charlie also digs into why Warner Bros is underestimating antitrust hurdles and the true value of its cable assets as it continues to embrace a potential Netflix buyout. Plus, the panel connects these geopolitical and media battles to broader positioning and market risk, live every Wednesday at 4pm.Listen and subscribe to Risk and Return on your favorite platformYouTube: https://tinyurl.com/5yabvj66Spotify: https://tinyurl.com/4ucvdpnsApple: https://tinyurl.com/y247cyw9Amazon: https://tinyurl.com/3rt9fv84
What this episode covers
On this week’s live episode of Risk and Return, Charlie Gasparino and Bob Sloan are joined by Robert Koenigsberger to break down emerging markets trades as Venezuela enters a new world order shaped by Trump-era geopolitics. The conversation explores how regime change expectations drove distressed PDVSA bonds higher and what that signals for risk across global markets. Charlie also digs into why Warner Bros is underestimating antitrust hurdles and the true value of its cable assets as it continues to embrace a potential Netflix buyout. Plus, the panel connects these geopolitical and media battles to broader positioning and market risk, live every Wednesday at 4pm.Listen and subscribe to Risk and Return on your favorite platformYouTube: https://tinyurl.com/5yabvj66Spotify: https://tinyurl.com/4ucvdpnsApple: https://tinyurl.com/y247cyw9Amazon: https://tinyurl.com/3rt9fv84
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Robert Koenigsberger on His Venezuela Call, WBD Underestimates Antitrust Hurdles
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