Former CIA acting director Jack Devine is back on Risk & Return, six months after he called the Iran conflict almost move for move. This week he tells Bob Sloan and Charlie Gasparino why there is still no deal on the table, why Tehran thinks it has the upper hand heading into the midterms, and what he would do about it. Then it's Ukraine and the drone math that changed the war, a ten-year outlook where the US and China hold the only real AI power, and the ethics question Jack says the tech industry keeps dodging.Bob brings the data: hedge funds are shorting the data center supply chain as the Ohio Senate race turns into a referendum on AI buildout, the shipping trade cracked after last week's crowded long call, and JPMorgan has stopped publishing a baseline oil forecast. Plus a 1985 meeting with Admiral Poindexter and the Cuban Missile Crisis from under a college desk.Chapters0:00 Welcome2:35 Iran: no deal, and why Tehran thinks it's winning4:39 1985: "There aren't any moderates"6:40 Should the US finish the job?16:33 Ukraine: drones changed the math23:18 The next ten years: US, China and AI27:26 How to play oil, and what AI can't tell you30:24 JPMorgan gives up on an oil baseline31:42 The Ohio Senate race and the data center trade36:18 Can you stop AI?48:00 A Section 230 for AI?50:39 Jack's closing thoughts53:38 Shipping: the crowded long unwinds54:10 Supercarriers and the Panama ports
For more information on the data featured in the episode visit S3Partners.comRisk & Return is hosted by Bob Sloan, founder of S3 Partners, and Charlie Gasparino of Fox Business and the New York Post. Guest: Jack Devine, president of The Arkin Group and former acting deputy director of operations at the CIA.Follow:
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