
Squawk Pod
1,991 episodes — Page 10 of 40
Wall St Hits Main St, Neel Kashkari & China Strikes Back 4/11/25
China strikes back at the U.S. with 125% tariffs on goods – CNBC’s Eunice Yoon reports on the latest. BCA Research’s Marko Papic says it’s dangerous to get overly bearish in a policy-induced recession. Plus, Minneapolis Fed President Neel Kashkari says the market trends show that investors are increasingly moving away from the U.S. as the safest place to invest while President Trump’s tariff tensions continue to rise. Meanwhile, in the nation’s capital, the House paves the way for Trump’s “big, beautiful bill,” and over in Hollywood, John Malone gives up his seat on the Warner Bros. Board of Directors to become Chair Emeritus. Neel Kashkari - 15:48Marko Papic - 43:17 In this episode: Neel Kashkari, @neelkashkariEunice Yoon, @onlyyoontvMarko Papic, @Geo_papicBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
When Trump Hit Pause & Amazon’s Andy Jassy 4/10/25
Just days after the White House shut down rumors of a potential pause on tariffs, the world reacts to a swift reversal. National Economic Council Director Kevin Hassett discusses the market’s reaction to President Trump declaring a 90-day pause on tariffs and how a spike in the bond market possibly changed negotiations. Plus, Amazon CEO Andy Jassy sits down in an exclusive interview at the company’s headquarters, saying he believes sellers will pass increased tariffs costs on to consumers. Meanwhile, Becky Quick revisited her 2019 conversation with Warren Buffett, Charlie Munger and Bill Gates discussing the then-latest developments in the U.S.-China trade talks and what they thought would benefit all parties involved. Watch the video from that discussion here. Kevin Hassett 25:37Andy Jassy 47:07 In this episode: Andy Jassy, @ajassyBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Tariff Toolbox: Sen. Elizabeth Warren & Apollo CEO Marc Rowan 04/09/25
Senator Elizabeth Warren weighs in on legislation aimed at repealing President Trump’s tariffs by canceling the emergency declaration used to justify them, saying that tariffs can be useful tools when used correctly – which is not the case right now. Meanwhile, Apollo CEO Marc Rowan said he’s seeing things slow down due to the economic uncertainty, but we’re not in a recession yet. Plus, CNBC’s Robert Frank reports on why the bond market may be the biggest risk to the president’s tax bill, China announces an 84% tariff on U.S. goods and President Trump delivers remarks at the National Republican Congressional Committee President’s Dinner. Sen. Elizabeth Warren - 24:35Marc Rowan - 36:53 In this episode: Elizabeth Warren, @SenWarrenRobert Frank, @robtfrank__Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Tariff Two-Step: Bessent on a Trade War 4/8/25
Treasury Secretary Scott Bessent calls China’s tariff escalation a “big mistake,” adding that he expects the U.S. to be able to reach deals with its trading partners. On the other hand, Kentucky Senator Rand Paul says while he supports President Donald Trump, he does not support tariffs, emphasizing that every trade relationship is mutually beneficial. Plus, Apple is reportedly planning to source more iPhones from India after Trump’s China tariffs, and Shopify CEO Tobi Lutke told employees that they’ll have to show their jobs can’t be done by artificial intelligence before asking for more headcount and resources. Sec. Scott Bessent - 16:39Sen. Rand Paul - 34:52 In this episode: Scott Bessent, @SecScottBessentRand Paul, @SenRandPaulBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @cameroncostany Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tough Medicine to Swallow 4/7/25
Peter Navarro - 22:06 In this episode:Peter Navarro, @RealPNavarro Leslie Picker, @LesliePickerBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump Tariff Sell-Off Deepens 4/4/25
China announced a 34% retaliatory tariff on all goods imported from the U.S. on Friday morning following President Trump’s decision to slap steep tariffs on many countries. University of Pennsylvania Wharton School of Business professor Jeremy Siegel calls Trump’s actions the “biggest policy mistake in 95 years.” Meanwhile, in the nation’s capital, Senators Maria Cantwell and Chuck Grassley introduced bipartisan legislation to give Congress more power in setting and approving trade policy. Sen. Cantwell explains the push to limit the President’s authority. Plus, Snap-on CEO Nick Pinchuk weighs in on whether the broad tariffs were actually necessary and how they place the spotlight on the difficulties of manufacturing. Jeremy Siegel - 11:40Sen. Maria Cantwell - 25:46Nick Pinchuk - 33:18 In this episode:Maria Cantwell, @SenatorCantwellBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Tariff Formula with Commerce Secretary Howard Lutnick 4/3/25
In remarks in the Rose Garden on April 2, President Trump announced steep tariff rates on many countries, including 34% on China, 20% on the European Union, 46% on Vietnam and 32% on Taiwan. Citi Wealth CIO Kate Moore explains the implications for the markets, and CNBC’s Steve Liesman explains the administration’s calculus in arriving at these numbers. Courtney Reagan and Phil LeBeau report on how retailers and automakers are navigating the changes. Finally, an extended interview with the official at the center of it all: Commerce Secretary Howard Lutnick. Sec. Lutnick defends and explains the tariff strategy, underscoring his and the President’s hopes to bring manufacturing back on shore. Kate Moore - 11:21Steve Liesman - 24:21Phil LeBeau - 36:14Courtney Reagan - 38:37Howard Lutnick - 43:07 In this episode:Steve Liesman, @steveliesmanPhil LeBeau, @LebeaucarnewsCourtney Reagan, @courtreaganHoward Lutnick, @howardlutnickBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ontario Premier Doug Ford on Tariffs & AI Squawk Anchors 4/2/25
More details on President Trump’s tariff plans are imminent, but Ontario Premier Doug Ford says POTUS can spare the trouble; Canada would be willing to drop its own tariffs, if the United States agreed to drop tariffs, as well. TikTok US buyers are lining up, as the deadline for Bytedance’s divestiture looms. Plus, OpenAI has made its first investment in cybersecurity: Adaptive Security. The company’s co-founder and CEO Brian Long explains how to mitigate risks to your own security and offers a strange surprise: AI anchors. Doug Ford - 12:37Brian Long - 27:24 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Paying for the American Dream & Financial Literacy 4/1/25
The reconciliation bill remains stalled in Congress. Senator Bill Cassidy (R- Louisiana) says the government must first reel in its “out-of-control” spending and debt to defend the American Dream. John Hope Bryant weighs in on why he believes financial literacy needs to be taught to every American at every education level. Plus, OpenAI closes a funding round at $40 billion, the largest private tech deal on record, Johnson & Johnson loses in court again in its bid to settle talc cases and shares of Newsmax surge for a second day after a massive IPO debut on Monday. Sen. Bill Cassidy - 16:57Kate Rooney - 28:22John Hope Bryant - 30:33 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_KatieBill Cassidy, @SenBillCassidyJohn Hope Bryant, @johnhopebryantKate Rooney, @Kr00ney Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
An FDA Resignation & An M&A Outlook with Makan Delrahim 3/31/25
The FDA’s top vaccine official has resigned from the agency, citing what he called “misinformation and lies” from HHS Secretary Robert F. Kennedy Jr. about vaccinations. Former FDA Commissioner Dr. Scott Gottlieb discusses the official’s departure, the U.S. measles outbreak, and the importance of bolstering public trust in science and health systems. Former antitrust assistant attorney general Makan Delrahim discusses the future of M&A under the second Trump administration, and investors and business owners are bracing for President Trump’s tariffs set to take effect on April 3. Plus, President Trump has once again floated the idea for a third term, and the President has commuted Ozy Media founder Carlos Watson’s prison sentence. Makan Delrahim - 18:20Dr. Scott Gottlieb - 29:53 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The CoreWeave IPO with CEO & Co-Founder Mike Intrator 3/28/25
Ahead of CoreWeave’s first trade, CEO and co-founder Mike Intrator discusses the company’s value in the AI ecosystem, including for clients like Microsoft, IBM, and OpenAI. Despite pricing at the bottom of the company’s listing price range, CoreWeave’s debut is the biggest venture-backed tech IPO in years, potentially signalling a shift in market appetite for IPOs. Senator Chris Coons (D-Connecticut) discusses the DOGE-prompted division among lawmakers and American citizens alike after Elon Musk and DOGE members gave an interview on Fox, explaining their intentions with America’s budget. Plus, Russian President Vladimir Putin has weighed in on President Trump’s intentions for Greenland, and the European Union might hit Meta and Apple with smaller fines than expected. Sen. Chris Coons - 20:29Mike Intrator - 37:25 In this episode:Sen. Chris Coons, @ChrisCoonsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sen. Mark Warner & A Signal chat: You’d be fired - 03/26/25
After a Signal group chat of government officials discussing pending military strikes inadvertently looped in a journalist, Vice Chair of the Select Committee on Intelligence Senator Mike Warner (D-Virginia) called for two of those officials, Secretary of Defense Pete Hegseth and Director of National Intelligence Tulsi Gabbard, to resign. Sen. Warner discusses his concerns about national security and competence in the administration. Plus, a US judge has set Boeing’s 737 Max fraud trial, and the Treasury Department is set to furlough a “substantial number” of workers. Senator Mark Warner - 18:29 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
David Rubenstein: Tariffs Won’t Push Us Into Recession 3/25/25
Tariffs have rattled the markets, but Carlyle co-founder and chairman David Rubenstein says they won’t push us into a recession. He suspects M&A could pick up soon, though at a discount. Rubenstein discusses owning the Orioles and his departure from the chairman role at The Kennedy Center. “How to Build a Happy Life” host and AEI President Emeritus Arthur Brooks has hope for America’s future, despite partisan vitriol. Plus, a Signal group chat has made it out of the White House and into news headlines, and Warren Buffett’s Berkshire Hathaway March Madness bracket competition has a winner–or 12. Arthur Brooks - 14:53David Rubenstein - 31:18 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI-Powered Parenting & “A Crisis of Trust” in Higher Education 3/24/25
Columbia University agreed to some demands set by the Trump administration, restoring $400m in federal funds to the institution. University of Chicago president Paul Alivisatos says the deal is concerning, and it is indicative of a crisis of trust in higher education. Co-founder of Dreamworks Jeffrey Katzenberg is betting on Aura, a company that uses AI to protect kids and families online. Aura founder and CEO Hari Ravishandran joins Katzenberg to explain the tools parents can use to keep their children safe while respecting their privacy. Plus, Disney’s latest “Snow White” remake has hit theatres amid multiple controversies, South Korea’s Hyundai will announce a $20B investment in the U.S., the IRS might collect less tax revenue this year, and tariffs are still shaking the markets. Paul Alivisatos - 15:01Jeffrey Katzenberg & Hari Ravishandran - 26:14 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
An Education E.O. & Avian Flu’s Spread 3/21/25
President Trump has signed an executive order aimed at dismantling the Department of Education. If Congress approves the dissolution, former U.S. Secretary of Education Margaret Spellings argues that states will need to make up for the data, oversight, and funds that the department currently handles for American students. Former FDA Commissioner Dr. Scott Gottlieb discusses the spread of avian flu and its impact on America’s food supply and its egg prices. Plus, the New York Times reported that Elon Musk is headed to the Pentagon, Tesla is weathering protests and vandalism, and Home Depot CEO has weighed in on President Trump’s tariffs. Margaret Spellings - 16:04Dr. Scott Gottlieb - 28:43 In this episode:Dr. Scott Gottlieb, @ScottGottliebMDCameron Costa, @CameronCostaNYMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawk Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stan Smith: Not (Just) A Shoe 3/20/25
In its latest decision, the Federal Reserve will hold interest rates steady. The U.S. markets rallied on Fed Chair Jay Powell’s comments that the economy is still strong. Nvidia rallied as well; CEO Jensen Huang discussed tariffs, bringing chip manufacturing onshore, and tech innovation. Over a dozen leaders in the U.S. oil and gas industry met at the White House on Wednesday. Energy Secretary Chris Wright discusses that meeting and President Trump’s agenda for American power. Plus, tennis legend Stan Smith helped found the ATP in the 1970s. Today he weighs in on the future of the sport, player pay, and his legacy as a player and as the face of a beloved sneaker. Happy March Madness! Chris Wright - 16:07Stan Smith - 30:16 In this episode:Melissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bank of America CEO Brian Moynihan: Spending Is Up 3/19/25
In an extended interview, Bank of America Chairman and CEO Brian Moynihan discusses inflation, trade policy, consumers, and the Federal Reserve. The head of the nation’s second largest bank says, though consumer sentiment is down, spending is up. President Trump has fired both Democratic commissioners at the Federal Trade Commission; CNBC’s Eamon Javers reports on the ensuing drama, lawsuits, and debates about Presidential constitutional authority. Plus, Nvidia’s week-long GTC developers conference is underway. Eamon Javers - 08:57Brian Moynihan - 15:58 In this episode:Eamon Javers, @EamonJaversBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Astronaut Mike Massimino: Living in Space 3/18/25
The Federal Reserve begins its two-day meeting today, but Rockefeller Capital Management CEO Greg Fleming argues that uncertainty around economic factors like tariffs might have the central bank on hold. Google will make its biggest acquisition to date, agreeing to $32B for cloud security startup Wiz. In other news, President Trump and President Putin will meet via phone, and Chinese EV company BYD has unveiled supercharged EV charging. Plus, two astronauts are finally on their way home from the International Space Station, thanks to SpaceX; astronaut Mike Massimino answers all our questions about space travel, from bathroom concerns and hygiene strategies. Greg Fleming - 13:22Mike Massimino - 24:28 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
White House Economic Advisor Kevin Hassett: Uncertainty Until April 2 3/17/25
The US markets are still searching for solid footing, as President Trump’s tariff agenda unfolds. The President’s economic advisor Kevin Hassett explains that April 2nd will bring the certainty and clarity that investors are hoping for. Elon Musk’s work on DOGE in Washington, DC has split his time between government efficiency and leading Tesla, SpaceX, X, and Neuralink. The Wall Street Journal’s Tim Higgins considers whether Musk’s presence in DC is putting a dent in investor confidence in Tesla, as the company’s stock price feels the pressure. Plus, a government shutdown averted, two astronauts one step closer to Earth, and the public’s view on the economy, under President Trump. Happy St. Patrick’s Day! Kevin Hassett - 16:51Tim Higgins - 28:53 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
CEOs on Trump with Jeff Sonnenfeld 3/14/25
This week, CEOs convened to discuss their relationship with the White House. Jeff Sonnenfeld from Yale's School of Management shares his thoughts on corporate America's dynamics with the administration, CEO sentiments, and policy impacts. Plus, Senate Minority Leader Chuck Schumer, D-N.Y., says he is supporting the Republican's six-month funding bill to prevent a government shutdown. Also, Ontario Premier Doug Ford described his meeting with Commerce Secretary Howard Lutnick as "positive" and "productive," following disputes over tariffs. Then, Compass is in advanced talks to acquire Warren Buffett’s real estate brokerage and Marvel Entertainment is accelerating its production move out of China due to the ongoing trade war. Leslie Picker - 17:16Jeff Sonnenfeld - 18:47 Jeff Sonnenfeld, @JeffSonnenfeldLeslie Picker, @LesliePickerBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
FTC Chair Andrew Ferguson’s Big Plans for Big Tech 3/13/25
New Federal Trade Commission Chair Andrew Ferguson sits down with CNBC’s Eamon Javers to discuss antitrade policy and his plans for Big Tech, saying he’s “unequivocally” not backing off of a case against Amazon. Plus, former Aetna CEO and current Oscar Health CEO Mark Bertolini weighs in on how to improve the messy, frustrating world of health insurance in what’s been a rocky start to the year for the industry. Plus, two astronauts are still stuck in space, JPMorgan Chase’s Jamie Dimon offers a word of caution on consumer spending and the countdown to a possible government shutdown continues. Andrew Ferguson - 18:02Mark Bertolini - 35:22 Andrew Ferguson, @AFergusonFTCMark Bertolini, @mtbertEamon Javers, @EamonJaversBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump’s Tariff Takeoff with Altimeter Capital’s Brad Gerstner 3/12/25
As markets react sharply to President Trump’s 25% tariffs on steel and aluminum, Altimeter Capital CEO Brad Gerstner weighs in on the escalating market turmoil and the broader implications of Trump’s trade policies. Amid these developments, CNBC’s Eunice Youn reports from Beijing on talks between China’s Ministry of Commerce and Walmart, which is seeking price reductions from Chinese suppliers to mitigate tariff impacts. Plus, CNBC’s Eamon Javers delivers insights on Trump FTC Chair Andrew Ferguson’s recent remarks to CEOs, emphasizing that while he won’t allow mergers to falter unnecessarily, automatic approvals for significant mergers aren’t guaranteed. Eamon Javers - 09:14Eunice Yoon - 16:13Brad Gerstner - 22:51 Eunice Yoon, @onlyyoontvEamon Javers, @EamonJaversBrad Gerstner, @altcapBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla Bull Ron Baron & Education Secretary Linda McMahon 3/11/25
Tesla shares have lost 50% of their value ($800B in market cap) since their peak in December, dropping 15% in Monday’s trading session alone. Despite the slide–and Elon Musk’s increased visibility in DC–longtime Tesla shareholder Ron Baron says he's still a believer in the company’s fundamentals and the company’s leader. Tesla comprises 32% of one of his funds, and Baron explains his persistent optimism. Tesla isn’t the only stock under pressure; the Dow dropped 900 points on Monday, and the Nasdaq suffered its worst day since 2022. Plus, U.S. Secretary of Education Linda McMahon explains why, as a bureaucrat, she believes bureaucracy hurts more than helps education outcomes. Sec. McMahon discusses the imminent unwinding of her own department. Ron Baron - 13:56Linda McMahon - 45:05 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Populism in DC, NEC Director Kevin Hassett, & RHONY Mezcal 3/10/25
As Wall Street stumbles on fears of a trade war, National Economic Council Director Kevin Hassett discusses the U.S. economy and the uncertainties that are shaking investors. Tariff concerns extend to small businesses, too; Mezcalum co-founders (and Real Housewives of New York stars) Erin and Abe Lichy share how they’re absorbing raised costs in their supply chain for mezcal from Mexico. CNBC’s Eamon Javers reports on President Trump’s latest comments from Washington, including a shift away from the stock market as a barometer for success. Plus, Tesla stock is experiencing its longest losing streak since going public. Eamon Javers - Kevin Hassett - 26:29Erin and Abe Lichy - 41:17 In this episode:Erin Lichy, @ErindlichyEamon Javers, @EamonJaversBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Treasury Secretary Scott Bessent: The Market’s Detox 3/7/25
In an extended interview, Treasury Secretary Scott Bessent discusses the Trump administration’s tariffs, including the timeline of his trip to Kiev and President Zelenskyy’s trip to Washington, DC. Secretary Bessent considers the strength of the U.S. dollar, President Trump’s executive order establishing a strategic bitcoin reserve, and what he calls the market’s “detox” from excessive government spending. Plus, CNBC’s MacKenzie Sigalos explains bitcoin’s reaction to the strategic reserve and the likelihood of foreign governments following suit. MacKenzie Sigalos - 08:33Scott Bessent - 16:45 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Taut Trade Friendship & A Temporary Relief for Autos 3/6/25
As the United States and Canada spar over tariffs, Karina Gould, a candidate for Canadian Prime Minister and former Canadian government House leader, explains Canada’s retaliation against the Trump administration’s tariffs and the Canadian frustration at the current relationship between neighbors. Then, pollster and political strategist Frank Luntz provides insights into swing voters 6 weeks into President Trump’s second term. Luntz discusses the public’s opinion on Elon Musk's influence in Washington and the economic messaging from the White House. Plus, some Senate Republicans push to codify DOGE cuts after meeting with Elon Musk, and automakers have one month’s reprieve from tariffs on autos coming into the U.S. from Mexico and Canada. Karina Gould - 14:02Frank Luntz - 25:44 In this episode:Frank Luntz, @frankluntzJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tariff Tolls: Price “Disturbance” & Friction for the NHL 3/5/25
Wednesday marks day two of President Trump’s 25% levies on Mexico and Canada. In his joint address to Congress, the President warned about “a little disturbance” as American industries and neighbors digest his administration’s tariffs. CNBC’s Eamon Javers reports on the rest of the news out of Tuesday’s address, and Phil LeBeau reports that the administration may consider a delay on tariffs for autos. Former US Ambassador to Canada Bruce Heyman explains the toll tariffs may take on the longstanding relationship between neighbors, including social and economic ties. The friction between the U.S. and Canada extends to the ice; National Hockey League Commissioner Gary Bettman discusses the cross border relationships in sport and in finance. Eamon Javers - 9:48Bruce Heyman - 19:32Gary Bettman - 29:12Phil LeBeau - 37:12 In this episode:Phil LeBeau, @LebeaucarnewsEamon Javers, @EamonJaversRobert Frank, @robtfrankMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Target CEO Brian Cornell & Commerce Secretary Howard Lutnick 3/4/25
President Trump’s tariffs on Mexico and Canada take effect today. Target CEO Brian Cornell sits down with Becky Quick to discuss the impact they’ll have on his business and on price tags for consumers; Cornell warns, costs at checkout will likely go up, and soon. While U.S. stocks and investors waver on the new trade rules, U.S. Commerce Secretary Howard Lutnick explains the long term vision for “fair” trade, as well as the price the Trump administration is willing to pay to curb fentanyl’s flow into the country and bring more manufacturing stateside. Plus, President Trump has paused all U.S. military aid to Ukraine. Brian Cornell - 14:50Howard Lutnick - 31:48 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shaky Markets & the Fight Heard ‘Round the World 3/3/28
The markets ended February on a low note as investors digest global and domestic uncertainty and prepare for tariffs set to take effect on Tuesday. Cryptocurrency, however, has rallied on President Trump’s announcement of a strategic crypto reserve. In the aftermath of the heated discussion between President Trump and Ukrainian President Zelenskyy, author, editor, and international affairs professor Nina Khrushcheva examines the U.S. agenda and next steps for Russian President Putin. Hayman Capital Management founder Kyle Bass considers Ukraine’s geopolitical position and the shift in war sentiment among conservatives in the United States. Plus, Anora took home 5 awards from Sunday’s Oscars. Puck founding partner Matt Belloni discusses the other winners, the surprises, and the streaming factor in this year’s Academy Awards. Megan Cassella - 07:23Nina Khrushcheva - 12:57Kyle Bass - 21:11Matt Belloni - 31:45 In this episode:Matt Belloni, @MattBelloniKyle Bass, @JkylebassMegan Cassella, @mmcassellaMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Measles Outbreak, A New AI App, & the Oscar Buzz 2/28/25
Uncertainty from U.S. tariffs and the DOGE agenda has prompted a volatile week in the financial markets. UK Prime Minister Keir Starmer visited President Trump days ahead of Ukrainian President Volodymyr Zelenskyy’s Washington visit; both leaders have tariffs and war top of mind. In Texas, a child has become America’s first measles-related death in almost a decade. Former FDA Commissioner Dr. Scott Gottlieb discusses the measles outbreak risks of declining vaccination rates in certain communities, bringing down the average vaccination rates in some states. Plus, Meta plans to release its own AI app, and it’s awards season! Variety’s Cynthia Littleton discusses the expected Oscar wins at the 97th Academy Awards this Sunday. Dr. Scott Gottlieb - 16:36Cynthia Littleton - 27:06 In this episode:Dr. Scott Gottlieb, @ScottGottliebMDJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bonus Episode: Stripe CEO John Collison 2/28/25
In a rare interview, Stripe CEO John Collison sits down with Andrew Ross Sorkin. At 15 years old, the payments company is worth $91.5 billion, but it’s still private. In part, Stripe has avoided going public thanks to tender offers it periodically offers employees and shareholders. In its most recent tender offer, Stripe revealed $1.4 trillion in total payment volume in 2024, and Collison explains that AI, including OpenAI, Perplexity, and over 700 AI agents using Stripe have helped grow the company. In a special, extended conversation, Stripe CEO discusses the company’s future, the utility of stablecoins, and the next era of AI innovation. John Collision - 06:32 In this episode:Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Tariff Tally & Blackstone’s Former President Tony James 2/27/25
President Trump has said tariffs on Mexico and Canada will begin next week. Eamon Javers reports from Washington on the tariff messaging from The White House. Once COO and President of Blackstone and now Chairman of Costco Tony James shares his perspective on the US economy, business strength, and consumer confidence. James considers American business to be slowing down, thanks to uncertainty from the administration. In the face of DEI rollbacks across corporate America, Costco remains consistent in their commitment to equity. Plus, Nvidia topped analyst estimates, for the first time in a decade, a child in the US has died from the measles, and Elon Musk’s efforts in the US government could affect his businesses. Eamon Javers - 16:39Tony James - 27:10 In this episode:Eamon Javers, @EamonJaversJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Trump’s Budget Advances & Rep. Ro Khanna 2/26/25
The Republican-controlled U.S. House of Representatives narrowly passed a multi-trillion-dollar budget plan late Tuesday, advancing President Donald Trump’s tax-cut and border security agenda. CNBC’s Emily Wilkins joins to outline the details of the bill. Then Rep. Ro Khanna discusses the budget’s passage, its impact on Democrats, who benefits from the Trump tax cuts, and his thoughts on proposed spending cuts. And Cava co-founder and CEO Brett Schulman weighs in on the company’s quarterly earnings, 2025 outlook, and the potential impact of tariffs. Plus, Trump floats a $5 million “gold card” visa as a new path to citizenship, the U.S. and Ukraine outline a deal to fund Ukraine’s future security and reconstruction through an investment fund backed by the country’s rare earth minerals, and McDonald’s pushes back against a proposed surcharge on egg-based meals. Emily Wilkins - 20:52Rep. Ro Khanna - 24:11Brett Schulman - 35:51 Emily Wilkins, @emrwilkins Rep. Ro Khanna, @rokhannaJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Netflix’s “Zero Day” & Florida Governor DeSantis 2/25/25
“Zero Day” writers and producers Eric Newman, Noah Oppenheim, and Michael Schmidt discuss their limited series political thriller on Netflix. The team discusses Robert De Niro’s performance on the show, as well as the well-timed plotline in today’s political climate. Florida Governor Ron DeSantis weighs in on his DOGE efforts in his own state, Elon Musk’s agenda in Washington, and the evolving relationship between Russia, Ukraine, and the United States. Plus, Home Depot reported its latest earnings, and President Trump said tariffs on Mexico and Canada will move forward. Gov. Ron DeSantis - 16:48Eric Newman, Noah Oppenheim, and Michael Schmidt - 30:18 In this episode:Ron DeSantis, @RonDeSantisJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Warren Buffett’s Cash, Medical Upcoding, & Trump’s NYC Influence 2/24/25
The Department of Justice’s investigation into United Healthcare’s billing practices has highlighted problematic practices across the American health care system, including upcoding. Former CEO of the Cleveland Clinic Dr. Toby Cosgrove explains common abuses in the system, their legacy, and potential solutions. New York Democratic Congressman Ritchie Torres stops by the set to discuss how city residents consider Mayor Eric Adams’ unusual relationship with President Trump. He explains why he wants the resigned NY Governor Andrew Cuomo to take over as Mayor this election cycle. Plus, DOGE is still making cuts to the federal workforce, the markets suffered their worst day of the year so far, and Omaha Oracle Warren Buffett is amassing more cash–and selling more stock. Ritchie Torres - 17:32Dr. Toby Cosgrove - 27:39 In this episode:Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
UnitedHealth, Coinbase, & Meta Bonuses 2/21/25
UnitedHealth stock fell on a Wall Street Journal report that the DOJ is investigating the insurer’s Medicare billing protocol. Former FDA Commissioner Dr. Scott Gottlieb explains the nuances of the health insurance system, and he considers how the Trump administration will handle rising cases of bird flu. And big news from Coinbase: CEO Brian Armstrong says the SEC will drop its case against the company. Armstrong explains his approach to regulation in a new administration, the future of memecoins, and the merit in prediction markets. CNBC’s Robert Frank discusses the IRS plan to cut 6% of its workforce. Plus, Meta has approved a plan for bigger bonuses for some executives. Robert Frank - 10:23Dr. Scott Gottlieb - 18:40Brian Armstrong - 32:57 In this episode:Robert Frank, @robtfrankJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“Long Live the King:” State vs. Federal Rights 2/20/25
President Trump has declared New York City “saved” from congestion pricing in a recent Truth Social post. President and CEO of the Partnership for New York Kathryn Wylde weighs in whether the state is his to save, and shares the pros and cons for the city’s plan. Palantir is plunging after the CEO Alex Karp unveiled his share sale plan, and President Trump is weighing a plan to offer DOGE dividends. Plus, Andrew Ross Sorkin has written a new book! “1929: The Inside Story of the Greatest Crash in Wall Street History” is out in October. Kathryn Wylde - 21:28 In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NYC Comptroller Brad Lander & A Growing Executive Branch 2/19/25
New York Governor Kathy Hochul has met with NYC officials amid resignations and corruption and quid pro quo allegations in Mayor Eric Adams’s office. NYC Comptroller Brad Lander, who attended Gov. Hochul’s meeting and is currently running against Mayor Adams in the 2025 mayoral race, explains his concerns about a “leadership vacuum” in New York. Lander weighs in on immigration policy and the city’s future. President Trump has moved to expand the White House’s authority in his second term; UC Berkeley law professor and former official in President George W. Bush’s Department of Justice John Yoo explains the tension between the branches of government, as well as the constitutional implications of President Trump’s executive orders. Plus, DOGE’s power and 25% tariffs are brewing–and concerning–for pharma companies and autos. Happy Birthday, Andrew! Brad Lander - 15:01John Yoo - 32:58 In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Palantir CEO Alex Karp: A Technological Republic 2/18/25
Palantir CEO and co-founder Alex Karp has written a new book: “The Technological Republic: Hard Power, Soft Belief, and the Future of the West.” Karp explains his call to arms for Silicon Valley, underscoring the geopolitics ingrained in Western tech innovation. In Riyadh, the Saudis hosted the U.S. and Russia for discussions to end the Ukraine-Russia War–without the Ukrainians or any other Europeans. Former Deputy National Security Advisor to President Trump Victoria Coates explains the significance of the meetings and what it might portend for geopolitics, including global energy markets, and access to rare earth minerals in Ukraine. Plus, four officials have resigned from the NYC Mayor’s office amid calls for Mayor Adams’ own resignation, and a Delta plane crash in Toronto resulted in zero fatalities. Phil LeBeau - 10:08Victoria Coates - 18:09Alex Karp - 27:48 In this episode:Phil LeBeau, @LebeaucarnewsBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Maryland Gov. Wes Moore & SNL Celebrates 50 Years 2/14/25
Maryland's proposed tax overhaul aims to address a $3 billion budget deficit by increasing taxes on the wealthiest residents. Governor Wes Moore discusses the details of the state’s new budget proposal, weighing spending cuts versus raising taxes and strategies to spur growth in the state. Then, "Saturday Night Live" celebrates its 50th anniversary with a special three-hour live broadcast. Former and current cast members including Alex Moffat, Garrett Morris, Taran Killam, Jay Pharoah, and Chloe Fineman crash the Squawk set to discuss the show's 50-year legacy. Plus, CNBC's Eamon Javers analyzes President Donald Trump's flurry of executive orders, and GameStop explores potential investments in bitcoin and other cryptocurrencies. Eamon Javers - 02:16Gov. Wes Moore - 18:09SNL Cast - 29:25 Eamon Javers, @EamonJaversSaturday Night Live Cast, @nbcsnlWes Moore, @GovWesMooreJoe Kernen, @JoeSquawkKelly Evans, @KellyCNBCZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI’s Future & the Price of Tariffs 2/13/25
Elon Musk will withdraw his $97.4 billion bid for OpenAI’s nonprofit arm if the ChatGPT maker stops its conversion into a for-profit entity, according to a court filing. Geoff Lewis, Bedrock founder and an investor in OpenAI, discusses AI competition, Elon Musk, and more. President Trump announced new 25% tariffs on all steel and aluminum imports into the U.S., on top of existing metals duties, in another major escalation of his trade policy overhaul. Jeff Currie, Carlyle chief strategy officer of energy pathways, discusses the impact of President Trump’s tariffs on commodities, producer inflation, and the state of U.S. oil production. Plus, Alibaba says it will be Apple’s AI partner in China, and President Trump announced his call with Russian leader Vladimir Putin, during which they discussed negotiating to end the war in Ukraine. Geoff Lewis - 8:46Jeff Currie - 17:20 In this episode:Geoff Lewis, @GeoffLewisOrgJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Elon Musk Goes to the Oval Office 2/12/25
President Trump and Elon Musk defended DOGE’s sweeping government reforms during a joint Oval Office appearance, highlighting their effort to curb what they call excessive federal spending. Trump signed an executive order providing new guidelines for agencies to implement DOGE, reinforcing Musk’s vision of a leaner bureaucracy. Joe Lonsdale, 8VC founding partner, Palantir co-founder, and friend of Elon Musk, shares his thoughts on Musk’s growing role in DC, his $97B+ bid for OpenAI, and the debate over carried interest. CNBC’s Phil LeBeau reports on whether the U.S. has hit peak truck and SUV demand, Disney, Goldman Sachs, and PBS are rolling back aspects of their DEI programs, and JPMorgan Chase workers are pushing back on the five-day office mandate. Joe Lonsdale 17:10Phil LeBeau 37:34 Joe Lonsdale, @JTLonsdale5Phil Lebeau, @LebeaucarnewsJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bribery Laws, Elon Musk vs. Sam Altman, & Beyond a Ceasefire 2/11/25
Hamas has postponed its next hostage release, alleging Israel of breaching their ceasefire agreement. Amos Hochstein, former Biden senior advisor and lead broker of the Israel-Lebanon deal, maps out the next incremental steps toward a stable Middle East. In the U.S., a judge has blocked the Trump administration’s proposed cuts to the National Institutes of Health's research funding. Dr. Scott Gottlieb addresses the potential impacts of these funding reductions on clinical studies, and he considers potential cuts to the FDA, as well. Elon Musk is leading an investor group’s $97.4B offer to take over OpenAI; CEO Sam Altman confirmed to CNBC, he is not taking it seriously. Plus, President Trump has paused enforcement of a law banning US companies from bribing foreign officials, claiming it puts American firms at a disadvantage. Amos Hochstein - 15:49Dr. Scott Gottlieb - 28:34 In this episode:Amos Hochstein, @amoshochsteinDr. Scott Gottlieb, @ScottGottliebMDJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Super Bowl Ad Wins & Power Plays in DC 02/10/25
Yesterday, the Philadelphia Eagles defeated the Kansas City Chiefs 40-22 to win their second Lombardi Trophy at Super Bowl 59. In interviews before and after the game, President Trump announced he would ask Elon Musk to review the Education Department’s spending and suggested “irregularities” at the Treasury. CNBC’s Eamon Javers wraps up the latest Trump administration headlines, and NEC Director Kevin Hassett addresses President Trump's comments on the Treasury and his newly announced tariffs on foreign steel and aluminum. Plus, EDO CEO Kevin Krim discusses the Super Bowl’s winners and losers–in commercials, that is. Kevin Hassett 17:30Kevin Krim 33:26 In this episode:Eamon Javers, @EamonJaversJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
DeepSeek & Buyouts in Washington 2/7/25
Reps. Josh Gottheimer (D-NJ) and Darin LaHood (R-IL) are pushing bipartisan legislation to ban Chinese AI app DeepSeek on government devices. The two lawmakers discuss their concerns about CCP espionage on American data. Also in Washington, the Trump administration offered buyouts to millions to federal workers as part of a “deferred resignation” program, but a federal judge paused the offer just 11 hours before the deadline to accept. President of the American Federation of Government Employees Everett Kelley discusses Elon Musk’s effort to trim the budget fat, arguing that there’s a better way to go about doing it. Plus, the US economy added 143,000 jobs in January, and new Treasury Secretary Scott Bessent assures the American people that DOGE’s access to the Treasury is an “operational review, not an ideological review.” Reps. Josh Gottheimer & Darin LaHood - 14:38Everett Kelley - 24:56 In this episode:Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Cost of Efficiency & Networking in NOLA with Rich Kleiman 2/6/25
DOGE’s cuts in Washington have begun; former Office of Management and Budget Director Mick Mulvaney explains the costs of running the government, the friction between Congress and the White House, and Elon Musk’s grand plan for efficiency. As we close in on the Super Bowl, CNBC’s Contessa Brewer reports on the game day bets, and sports entrepreneur Rich Kleiman discusses the networking opportunities for NFL players on and off the field in New Orleans. Kleiman, Kevin Durant’s longtime NBA agent, also weighs in on NBA trades. Plus, U.S. lawmakers are pushing to ban DeepSeek on government devices. Mick Mulvaney - 18:24Rich Kleiman - 34:19 In this episode:Rich Kleiman, @richkleimanContessa Brewer, @contessabrewerJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Robotaxis with Cathie Wood & Tariffs with Amazon Prime’s VP 02/04/25
China has retaliated against President Trump’s tariffs with trade restrictions on American imports. CNBC’s Eunice Yoon is on the ground in Beijing, reporting on the CCP’s strategy. In DC, CNBC’s Megan Cassella explains the status of tariff negotiations between the U.S. and both Canada and Mexico. Amazon Prime Vice President Jamil Ghani weighs in on the tariffs’ impact on his own business. Amazon’s competitors Temu and Shein may feel the squeeze from President Trump’s executive order eliminating a de minimis provision. Amazon’s Chinese sellers may also get hit by these changes. Plus, tech investor and Tesla bull Cathie Wood shares her big ideas for 2025. The Ark Invest CIO and CEO explains why she’s long bitcoin, humanoid robots, and robotaxis. Cathie Wood - 17:30Jamil Ghani - 34:23 In this episode:Cathie Wood, @CathieDWoodEunice Yoon, @onlyyoontvMegan Cassella, @mmcassellaSteve Liesman, @steveliesmanMichael Santoli, @michaelsantoliBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tariffs & a “Drug War” with NEC Director Kevin Hassett 02/03/25
President Trump’s plans for tariffs on Canada and Mexico have prompted promises of retaliation from Canada, as well as concerns of a brewing trade war among America’s neighbors. In a newsmaking interview, the Trump administration’s National Economic Council Director Kevin Hassett underscores a “misinterpretation” of President Trump’s executive order on tariffs. He says, it’s a drug war, not a trade war. CNBC’s Megan Cassella reports on the details of tariffs and their looming deadline, Phil LeBeau discusses their impact on the auto industry, and Steve Liesman explains the economic calculus of trade, the potential of recession for Canada, and the trajectory of the American economy. Plus, Elon Musk hosted a Spaces discussion on X late Sunday evening. CNBC’s Steve Kovach reports on the big takeaways, including Musk’s comment that President Trump gave him permission to end USAID. Megan Cassella - 03:56Phil Lebeau - 08:29Steve Kovach - 13:25Kevin Hassett - 25:06Steve Liesman - 42:23 In this episode:Phil LeBeau, @LebeaucarnewsSteve Liesman, @steveliesmanMegan Cassella, @mmcassellaAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jason Wright, Mellody Hobson, & the RFK Jr. Hearings 01/31/25
Jason Wright has ended his tenure leading the NFL Washington Commanders and has joined Ariel Investments co-CEO Mellody Hobson in a women’s sports investing venture. The venture, Project Level, is a part owner in the newest National Women’s Soccer League franchise in Denver. The two leaders discuss investing in women’s sports and betting on diversity in boardrooms to boost corporate bottom lines. Plus, President Trump’s pick to lead the Department of Health and Human Services appeared on Capitol Hill for two intense days of confirmation hearings. Robert F. Kennedy Jr. answered Senator questions about Medicare, Medicaid, and vaccinations, but former FDA Commissioner and Pfizer board member Dr. Scott Gottlieb said RFK’s responses showed a failure to fully grasp the fundamentals of the current healthcare system. Plus, the clock is ticking on President Trump’s tariffs on Canada and Mexico. CNBC’s Steve Liesman breaks down the economics of the plans. Steve Liesman - 06:25Dr. Scott Gottlieb - 15:46Mellody Hobson & Jason Wright - 26:55 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Potomac Crash & Blackstone’s Jon Gray 1/30/25
In the wake of the deadly aircraft crash over the Potomac River outside of the Ronald Reagan Washington National Airport, CNBC’s Phil LeBeau and Eamon Javers report the details of the fallout. American Airlines pilot and spokesman for the Allied Pilots Association Dennis Tajer explains how planes typically navigate the heavy flow of air traffic around this airport. Separately, Blackstone’s President and COO Jon Gray explains his firm’s multibillion dollar bets on AI infrastructure on the heels of impressive quarterly financial results. Jon Gray - 17:05In this episode:Phil LeBeau, @LebeaucarnewsEamon Javers, @EamonJaversAndrew Ross Sorkin, @andrewrsorkinLeslie Picker, @LesliePickerKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.