EPISODE · Mar 13, 2026 · 49 MIN
The New Middle East: Iran, Intelligence, and the Art of the Deal
from Risk and Return with Charlie Gasparino and Bob Sloan · host S3 Partners
Bob Sloan and Charlie Gasparino are joined by Jack Devine — former CIA Worldwide Operations chief and founder of the Arkin Group — to break down the geopolitical fallout from U.S. strikes on Iran. Devine argues that regime change from within is unrealistic and that a transactional deal capping Iran's nuclear ambitions is the most achievable outcome, drawing parallels to the Venezuela model. He and Bob connect the dots to markets, warning that headline-driven commodity trading is dangerous in a fog-of-war environment, before closing with S3's short interest-driven picks: Adobe (bullish) and Dollar General (bearish) into Thursday earnings, with shipping stocks and Hang Seng tech names also on the radar. 00:00:00 - Intro & Sellatus Sponsor Read00:03:06 - Guest Intro: Jack Devine, CIA & Arkin Group00:04:00 - Iran: Where Are We in This Conflict?00:07:32 - Strait of Hormuz & Oil Market Risk00:10:03 - Intelligence vs. AI: How to Get Ahead of Headlines00:12:16 - Regime Change: What It Actually Takes00:21:31 - What Does Victory Look Like?00:28:26 - The Middle East in a Better Place?00:35:17 - Putin's Missed Opportunity & American Power00:43:09 - S3 Actionable Picks: Adobe & Dollar General00:44:51 - Shipping Stocks & the Hormuz Trade00:46:30 - Chinese Stocks & Hang Seng Tech 00:49:32 - Wrap-Up
What this episode covers
Bob Sloan and Charlie Gasparino are joined by Jack Devine — former CIA Worldwide Operations chief and founder of the Arkin Group — to break down the geopolitical fallout from U.S. strikes on Iran. Devine argues that regime change from within is unrealistic and that a transactional deal capping Iran's nuclear ambitions is the most achievable outcome, drawing parallels to the Venezuela model. He and Bob connect the dots to markets, warning that headline-driven commodity trading is dangerous in a fog-of-war environment, before closing with S3's short interest-driven picks: Adobe (bullish) and Dollar General (bearish) into Thursday earnings, with shipping stocks and Hang Seng tech names also on the radar. 00:00:00 - Intro & Sellatus Sponsor Read00:03:06 - Guest Intro: Jack Devine, CIA & Arkin Group00:04:00 - Iran: Where Are We in This Conflict?00:07:32 - Strait of Hormuz & Oil Market Risk00:10:03 - Intelligence vs. AI: How to Get Ahead of Headlines00:12:16 - Regime Change: What It Actually Takes00:21:31 - What Does Victory Look Like?00:28:26 - The Middle East in a Better Place?00:35:17 - Putin's Missed Opportunity & American Power00:43:09 - S3 Actionable Picks: Adobe & Dollar General00:44:51 - Shipping Stocks & the Hormuz Trade00:46:30 - Chinese Stocks & Hang Seng Tech 00:49:32 - Wrap-Up
NOW PLAYING
The New Middle East: Iran, Intelligence, and the Art of the Deal
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m