Squawk Pod

Apple is winding down its electric car strategy after 10 years of quiet work. Apple is also reportedly making a last effort to avert an antitrust probe. UnitedHealth, owner of the largest insurer in the U.S., is facing an antitrust probe of its own. Former FDA Commissioner Dr. Scott Gottlieb argues that consolidation in the industry is partly a consequence of hospitals and physicians losing money on Medicare. Starbucks and Workers United are making progress. Unionized Starbucks employees will now receive the wage hikes their nonunion colleagues received in 2022. Plus, AI is coming for every industry and every workplace. Former head of HR for Goldman Sachs Edith Cooper discusses the risks of new technology and the value that human workers still offer. Dr. Scott Gottlieb - 16:48Edith Cooper - 25:14 In this episode:Scott Gottlieb, @ScottGottliebMDJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinMelissa Lee, @MelissaLeeCNBCKatie 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.

Google has taken its Gemini AI image generator offline after the tool’s historically inaccurate images prompted criticism across the internet. Heroic Ventures founder, futurist and podcaster Michael Fertik discusses various LLM controversies–some involving Elon Musk–and the solutions to bias in AI. Fertik underlines the importance of these “fixes” early in AI adoption, before AI-generated inaccuracies find their way into public knowledge. Anthony Scaramucci breaks down CNBC’s latest conversation with JPMorgan CEO Jamie Dimon, including his perspective on the economy, bitcoin, and politics. Plus, CNBC’s Sharon Epperson loves talking about personal finance, but a new survey shows that many people–and many women–do not. Tune into CNBC’s “Women & Wealth” event on March 5th for more personal finance conversation. Anthony Scaramucci - 02:53Michael Fertik - 22:41Sharon Epperson - 31:13 In this episode:Michael Fertik, @michaelfertikAnthony Scaramucci, @scaramucciSharon Epperson, @Sharon_EppersonJoe 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.

Nikki Haley lost to former President Donald Trump in the South Carolina Republican primary, but she’s committed to her campaign. Punchbowl News co-founder Jake Sherman discusses the 2024 race and its impact on progress in Congress. Amid uncertainty, the market has hit 52-week highs; whatever happens, Professor Jeremy Siegel says he’s bullish on the markets. Plus, a BP executive’s husband pleaded guilty to work-from-home eavesdropping and insider trading, and retail analyst Dana Telsey explains the trend cycles–and the inevitable return of skinny jeans. Dana Telsey - 15:15Jeremy Siegel - 20:06Jake Sherman - 30:58 In this episode:Jake Sherman, @JakeShermanJoe 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.

Reddit has filed for an IPO! The social media company plans to list on the New York Stock Exchange under the ticker RDDT, but Wall Street is asking questions about its business model–and its plans for advertising. Big Technology founder Alex Kantrowitz parses the S-1 filing and the company’s growth trajectory. Spot bitcoin ETFs are available to the masses, thanks to last month’s regulatory approval, and Grayscale CEO Michael Sonnenshein explains where he’s hoping to find his next set of returns. On Thursday, the markets rallied–the Dow Jones Industrial Average clocked its 13th record close so far in 2024, after Nvidia’s knockout quarter. Plus, it’s the first US lunar landing in 50 years, and it’s the first company moon landing ever. Alex Kantrowitz - 15:50Michael Sonnenshein - 21:58 In this episode:Alex Kantrowitz,@KantrowitzJoe 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.

Nvidia’s fourth quarter blew past expectations. The chip maker's revenue tripled from last year, hitting $22B in one quarter. Sapphire Ventures partner Cathy Gao explains how Nvidia’s boom is impacting the private AI market. Another company did not fare as well in its fourth quarter: Rivian. The EV-maker is cutting 10% of its workforce. The Presidential candidate Nikki Haley is still fundraising; Puck founder Teddy Schleifer weighs in on the 2024 race, the slate of candidates, and the likelihood of a newcomer in the Democratic Party. Plus, the circus is back! Kenneth Feld, CEO of Feld Entertainment and owner of the Ringling Bros. Barnum & Bailey Circus, discusses the event’s return to audiences–without animals. Cathy Gao - 4:26Teddy Schleifer - 12:06Kenneth Feld - 25:41 In this episode:Teddy Schleifer, @teddyschleiferJoe 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.

Washington lawmakers like Senator Elizabeth Warren (D-Mass.) are raising concerns over Capital One’s planned acquisition of Discover. Antitrust laws and consumer protections are just part of the regulatory pushback on the deal. Pulitzer Prize-winning author Charles Duhigg is out with a new book, “Supercommunicators.” He explains what differentiates a good communicator from a super one, including a polite, inquisitive attitude. Manhattan Institute’s Allison Schrager warns that 401ks might be gone in 10 years, as the government seeks additional sources of revenue. Plus, Uber joins Dow Transports, Amazon joins the Dow Jones Industrial Average, and Intuitive Machines’ stock–and lunar mission–is on the move. Charles Duhigg - 13:21Allison Schrager - 24:47 In this episode:Charles Duhigg, @cduhiggJoe 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.

It’s big news for your wallet: Capital One is set to acquire Discover in a $35.3B all-stock deal, pending any regulatory hurdles. In the run-up to the 2024 election, Axios co-founder Mike Allen is watching two key issues: President Biden’s upcoming State of the Union, and former President Trump’s days in court. In DC, the Biden administration is awarding chipmaker GlobalFoundries $1.5B for semiconductor production; National Economic Council Director Lael Brainard discusses the White House’s program to bolster jobs and chips in the US. Plus, crude prices and bitcoin prices are on the rise. Lael Brainard - 10:46Mike Allen - 21:09 In this episode: Mike Allen, @mikeallenJoe 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.

Russian media has announced the death of Alexei Navalny, the imprisoned opponent to Vladimir Putin. Convening with other global defense leaders at the Munich Security Conference, former CIA Director General David Petraeus discusses Navalny’s death and legacy, as well as news that the FBI disrupted a Russian cyber espionage operation. Disney, Warner Bros. Discovery, and Fox might face regulatory scrutiny for their attempt to launch a new sports streaming platform. Former FTC Commissioner Mozelle Thompson discusses the streamers’ potential plans and how the sports leagues have responded. A Saudi investing group is snapping up shares of The Children’s Place, and both Roku and DraftKings stocks fell on each company’s respective quarterly reports. Plus, the NCAA has a new women’s high-scorer, after Iowa’s Caitlin Clark broke the all-time NCAA scoring record in Thursday night’s game. Gen. David Petraeus - 11:42Mozelle Thompson - 22:09 In this episode:Joe Kernen, @JoeSquawkBecky 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.

Thousands of flight attendants are picketing at dozens of airports around the country. President of the Association of Flight Attendants Sara Nelson explains the wage increases her colleagues are requesting. Cisco and Morgan Stanley are the latest firms to announce layoffs, joining the ranks of UPS, Paramount Global, Amazon, Macy’s, Alphabet, Levi Strauss, and others. Recruiter.com chairman Evan Sohn discusses a workforce “reshuffling” across industries, including the impact of AI on hiring trends. Japan and the U.K. are facing recessions, New York City is taking on social media, and Berkshire Hathaway has asked the SEC to keep its disclosure of one of its investments private. CNBC’s Leslie Picker discusses hedge fund moves in Q4, as shown in 13F filings. Plus, 15 years after authorities discovered Texas billionaire R. Allen Stanford’s $7B Ponzi scheme, CNBC’s Scott Cohn follows the ongoing issues for Stanford’s 18,000 victims. Leslie Picker - 05:28Scott Cohn - 08:17Sara Nelson - 13:49Evan Sohn - 23:07 In this episode:Sara Nelson, @FlyingwithSaraLeslie Picker, @LesliePickerScott Cohn, @ScottCohnTVJoe 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.

A month after approving spot Bitcoin ETFs, SEC Chair Gary Gensler shares his perspective on cryptocurrency. In an extended conversation with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he discusses market risks for investors, the responsibilities of investment advisors employing AI, and much more. Hot CPI data on Tuesday sparked a market sell-off and suggested that America’s inflation woes are far from over. Plus, an error in Lyft’s earnings report sent the stock into a Lyft-off, and the Democrats flipped a House seat in a special election on Long Island. Gary Gensler - 14:32 In this episode:Gary Gensler, @GaryGenslerJoe 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.

Expedia’s CEO says travelers are in a new era after post-pandemic revenge travel has faded. Peter Kern explains travel demand and his four years turning the travel company technology first, as he prepares to leave the C-suite in May. Author Jared Cohen has penned a new book; in “Life After Power,” Cohen examines the chapters after leadership for seven U.S. Presidents who explored new roles and more purpose after leaving the White House. Uber, Lyft, and Doordash drivers plan on striking this week, and thousands of flight attendants will also picket, both groups pushing for higher pay. Plus, viral (Berkshire Hathaway-owned) Squishmallows is suing a competitor, flight and CNBC’s Emily Wilkins reports that the Senate has passed a $95B bill that includes aid funding for Israel, Ukraine, and Taiwan. Emily Wilkins - 02:50Peter Kern - 11:46Jared Cohen - 21:07 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.

Elon Musk is swapping Neuralink’s Delaware incorporation for one in Nevada, after a Delaware judge struck down his $55.8B Tesla pay package. Separately, the SEC has asked Musk to testify in a probe of his Twitter takeover. Elon Musk biographer and Perella Weinberg advisory partner Walter Isaacson shares takeaways from his time chronicling the billionaire, including Musk’s frustration with multiple regulatory threats. Plus, after the Kansas City victory, Kevin Krim, CEO of advertising tracking company EDO, explains which Super Bowl ads paid off for advertisers; paying around $7 million for 30 seconds, big brands bet big on the big game. President Biden’s Super Bowl message hit on snacks–and shrinkflation. Walter Isaacson - 18:21Kevin Krim - 29:18 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.

President Biden spoke to reporters yesterday, rebutting claims made in Special Counsel Robert Hur’s recent report and defending his memory. Axios National Political Correspondent Alex Thompson discusses sentiment in DC and at the White House, as well as the paths forward for the Democratic Party as the country gears up for the 2024 election in just 9 months. The S&P 500 is flirting with a milestone: 5,000. Fairlead Strategies Founder Katie Stockton breaks down the market technicals and trends underlying this big mark for the S&P. Plus, Expedia announced a new CEO in its latest report, and Pinterest is launching a Google app integration. And we’re preparing for the Super Bowl…with chips! OpenAI’s Sam Altman is hoping to raise trillions of dollars for the semiconductor kind of chips, and Joe Kernen, Andrew Ross Sorkin, and Melissa Lee have their appetites on the other kind of chips. Alex Thompson - 15:19Katie Stockton - 31:08 In this episode:Alex Thompson, @AlexThompKatie Stockton, @StocktonKatieJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinMelissa Lee, @MelissaLeeCNBCKatie 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.

In this bonus episode of Squawk Pod, Google CEO Sundar Pichai discusses Google’s newest iteration of AI, now known as Gemini. He explains which aspects of Google’s AI excite him the most, including Gemini’s ability to interpret images and video. Plus, Pichai comments on AI’s innovation trajectory, combating deep fakes, and working with regulators to build a safe internet. Andrew Ross Sorkin digests the interview with Joe Kernen, and Becky Quick. In this episode: Sundar Pichai, @sundarpichaiJoe 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.

Disney’s first quarter earnings report beat estimates and revealed multiple new deals, releases and events in the year ahead. Disney’s new CFO Hugh Johnston discusses the media giant’s investment in Epic Games, its plan for an ESPN sports streaming service, and Taylor Swift’s Eras Tour, soon available on Disney+. Plus, NBC’s Chief International Correspondent Keir Simmons is on the ground in Iraq, after a U.S. drone strike killed a commander in an Iran-backed militia. Keir Simmons - 02:16Hugh Johnston - 14:35 In this episode:Keir Simmons, @KeirSimmonsJoe 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.

Disney-owned ESPN, Warner Bros. Discovery, and Fox are launching a joint sports streaming platform this year, with each party owning a third of the newly formed company. Sports entrepreneur and Kevin Durant’s long-time agent Rich Kleiman says he likes the media move, for sports and for athletes, although many factors–like the cost for consumers and the name of the venture–are still unknown. Plus, in his latest essay, Minneapolis Fed President Neel Kashkari is reading the economy’s mixed signals. In his interview with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he’s calling the U.S. economy “remarkably resilient,” but he and his colleagues at the central bank are holding out for more positive economic data before making a decision to cut interest rates. Neel Kashkari - 15:28Rich Kleiman - 29:02 In this episode:Rich Kleiman, @richkleimanNeel Kashkari, @neelkashkariJoe 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.

Billionaire investor Leon Cooperman forecasts that stocks could see losses this year, while long-duration Treasury yields could test higher again. The Omega Family Office chairman and CEO also discusses the latest market trends, the Fed’s rate path decision, state of the economy, antisemitism on campus, the 2024 Presidential race, Elon Musk, and more. Shares of Palantir popped Tuesday, a day after the company released fourth-quarter earnings that detailed strong demand for its AI offerings. Plus, Boeing’s grappling with its latest issues, and Snap says it will lay off 10% of its workforce worldwide to “promote in-person collaboration.”Leon Cooperman - 13:33In 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.

Episode 3, Catching a Spy:CNBC’s Eamon Javers reveals the fate of Xu Yanjun, the spy from China that targeted GE and one of its engineers. He also talks to the leaders of the Senate Intelligence Committee, FBI Director Christopher Wray and China experts to find out what key U.S. industries are in the crosshairs of China’s plans for global economic domination and what risks this poses to U.S. businesses. He also explores the fallout to the Chinese American community from a Department of Justice program initiated in 2018 to investigate cases of U.S. technology theft by the Chinese government. Javers also finds out that the federal investigation into Xu Yanjun led to a surprising discovery.----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 2, Tricks of Tradecraft:CNBC’s Eamon Javers talks to a former chief of counterintelligence at the CIA, James Olson, whose expertise from his 31-year career makes him essential to understanding the case of a spy from China who targeted GE’s jet engine trade secrets. Javers also interviews aviation analysts to discuss the challenges China faces in building its own commercial passenger planes, why it would be after GE’s technology, and why the technology is so difficult to master or replicate. ----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 1, A Spy Finds His Target:CNBC Documentaries dives into the undercover world of economic espionage and details an illicit campaign by China’s government to steal high tech trade secrets from some of the biggest companies in the United States. Correspondent Eamon Javers follows the story of Xu Yanjun, a Chinese government spy who targeted GE and one of its engineers in an attempt to steal valuable proprietary information about its jet engine technology. Javers travels to Cincinnati where the company is based and interviews prosecutors that worked on the Xu case, finding out how the spy targeted the engineer, lured him to China and set in motion a federal investigation. ----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line. “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senators have unveiled a $118B bipartisan deal for international aid and border security, but it might face resistance in the House. Senator Mark Warner (D-Virginia) explains the package and his greatest security concerns after the U.S. and U.K. military strikes in Syria, Iraq, and Yemen. Just Capital is out with the JUST 100, the annual ranking of U.S. companies on 20 core issues and 5 key stakeholders: workers, communities, shareholders & governance, customers, and the environment. CNBC’s Brandon Gomez explains the ranking system and reports that this year, Hewlett Packard Enterprise topped the list with its employee benefits and environmental goals and policies. Founder of Just Capital–and founder of Tudor Investments–Paul Tudor Jones discusses the value of the JUST rankings, and HPE CEO Antonio Neri discusses the attention to all stakeholders that shapes his business. Plus, Boeing’s found another quality issue in its 737s, and Taylor Swift will make it home from Tokyo–just in time for the Super Bowl. Senator Mark Warner - 13:28Paul Tudor Jones & Antonio Neri - 28:15 In this episode:Paul Tudor Jones, @ptj_officialAntonio Neri, @AntonioNeri_HPESen. Mark Warner, @MarkWarnerBrandon Gomez, @bgomezreportsJoe 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.

Becky Quick and Joe Kernen are live at AT&T Pebble Beach Pro Am. The two sit down with AT&T CEO John Stankey to discuss sponsoring the golf tournament, the company’s latest earnings report, future of communications, and more. Plus, back in New York, Andrew Ross Sorkin is trying on the Apple Vision Pro along with The Wall Street Journal’s Senior Personal Technology Columnist Joanna Stern. She gives her take on the new Apple product, how it compares to other mixed reality headsets, and if it’s worth the $3,500 price tag. Also, the U.S. economy added 353,000 jobs in January, crushing expectations but raising questions about future decisions on rate hikes by the Federal Reserve. And American Express CEO Stephen Squeri shares lessons learned from the pandemic, insights from Warren Buffett, and collaborations with other businesses to offer deals on Amex cards. Joanna Stern - 12:06John Stankey - 21:23In this episode:Joanna Stern, @JoannaSternAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CEOs from the top social media companies testified yesterday on Capitol Hill about safeguarding children on their respective platforms. Arturo Béjar, former Facebook engineering director and former Instagram consultant, discussed key takeaways, what companies can do to safeguard their apps, and more. Frank Luntz, FIL Inc. pollster and political strategist, discusses the state of the 2024 race and why many Biden voters are looking for a change. Interest rate cut expectations were pushed out Wednesday after Federal Reserve Chair Jerome Powell said it’s unlikely the central bank will lower rates in March. Plus, Elon Musk asked his followers via a straw poll on X whether Tesla should change the state where it is incorporated to Texas, where its physical headquarters are. More than 80% of those who voted said yes.Arturo Béjar: 15:23Frank Luntz: 23:02In this episode:Frank Luntz, @FrankLuntzMelissa Lee, @MelissaLeeCNBCAndrew Ross Sorkin, @andrewrsorkinMichael Santoli, @michaelsantoliZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Delaware judge has invalidated Tesla CEO Elon Musk's $56 billion pay package, citing the board's failure to prove its fairness and lack of evidence regarding negotiations. Thousands have been laid off across the tech industry, including at Microsoft, Alphabet, eBay, and PayPal. Alex Kantrowitz, founder of Big Technology, considers AI’s impact on the workforce. Starbucks lowered its same store sales forecasts and reported a growth in iced drinks, in its latest quarter. CFO Rachel Ruggeri outlines the company's first quarter, its 2024 outlook, and consumer appetite, abroad and at home. Plus, Nikki Haley is still fundraising from billionaires, and Universal Music Group will pull its music–like that of Taylor Swift and Olivia Rodrigo–off of TikTok. Alex Kantrowitz - 15:10Rachel Ruggeri - 21:45 In this episode:Alex Kantrowitz, @KantrowitzContessa Brewer, @contessabrewerRobert Frank, @robtfrankMichael Santoli, @michaelsantoliCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve begins its two-day meeting today, deciding whether to cut interest rates, raise them, or hold them steady. Allianz chief economic advisor Mohamed El-Erian discusses his expectations for this week’s meeting, as well as the bigger picture of the U.S. in context with the EU’s economy. Wall Street billionaires are fundraising for Presidential hopeful Nikki Haley today; Puck’s founding partner Teddy Schleifer shares his outlook on Haley’s trajectory and on the relevance of Wall Street donors in DC politics. Plus, OpenAI is working on AI safety and education guidelines for teens, Elon Musk says his Neuralink chip has been successfully implanted in a human’s brain, Tom Brady has made a “Nobull” deal, and IBM is cracking down on its work-from-home policy. Teddy Schleifer - 12:17Mohamed El-Erian - 22:05 In this episode:Teddy Schleifer, @teddyschleiferBecky Quick, @BeckyQuickMichael Santoli, @michaelsantoliCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Presidential hopeful Nikki Haley says she’ll stay in the race for the White House at least through Super Tuesday. After three U.S. troops were killed in a drone strike in Jordan, Haley shares how she’d manage tensions with Iran and conflict in the region, as well as her plan to secure America’s borders. The Federal Trade Commission is taking a close look at big tech’s deals for AI innovators; FTC Chair Lina Khan explains her rationale for scrutiny and her strategy for encouraging American competitiveness through regulation. Plus, United Airlines might be looking to Airbus after Boeing’s multiple manufacturing issues, and Vince McMahon has resigned from WWE and TKO Group following disturbing allegations against him. Nikki Haley - 15:16Lina Khan - 27:36 In this episode:Nikki Haley, @NikkiHaleyLina Khan, @linakhanFTCBecky 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.

NBA legend Dwyane Wade has launched a new podcast, “The Why with Dwyane Wade.” The businessman, author, philanthropist, and newly Oscar-nominated documentary producer discusses his attitude toward lifelong learning and his commitment to tell impactful stories on his platforms. President Biden has paused approvals for U.S. exports from new liquefied natural gas projects. Secretary of Energy Jennifer Granholm explains the environmental reviews taking place during the pause, as well as the administration’s approach to electrification. The PCE, the Federal Reserve’s preferred metric for inflation, showed the pace of inflation is cooling, setting the stage for next week’s Fed meeting. Plus, CNBC’s Jane Wells is on the ground in Maui, following the community’s recovery from the devastating fires six months ago. Jane Wells - 07:30Sec. Jennifer Granholm - 12:44Dwyane Wade - 26:28 In this episode:Dwyane Wade, @DWadeJane Wells, @janewellsBecky 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.

GDP in the fourth quarter of 2023 increased 3.3%, beating economist expectations. After Tesla reported a miss on revenue and profit in its fourth quarter, CNBC’s Phil Lebeau explains the results and the slowing growth for EV makers across the board. Plus, gearing up to the general election, Financial Services Committee Chair Rep. Patrick McHenry (R-North Carolina) discusses the push to get deals done in Congress. IBM, eBay, TikTok, Amazon, Google and other tech players are laying off workers; employment consultant Jason Greer explains the role of AI in today’s evolving labor market. Phil Lebeau - 4:08Jason Greer - 19:29Patrick McHenry - 32:51 In this episodeRep. Patrick McHenry, @PatrickMcHenryPhil Lebeau, @LebeaucarnewsBecky 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.

Nikki Haley has lost to Donald Trump in the New Hampshire primary, but she’s staying in the race. Pollster and strategist Frank Luntz discusses her chances of succeeding in the next primary, in her home state of South Carolina. After multiple manufacturing issues in the last few years, Boeing’s CEO Dave Calhoun is meeting with lawmakers on Capitol Hill. One leader he’s meeting: Senator Jerry Moran (R-Kan.), ranking member of the Aviation Subcommittee, who’s sharing his concerns for passenger safety and regulatory oversight at the company. Plus, CNBC’s Julia Boorstin has big WWE and subscriber news from Netflix, and Samsung is now competing with Oura in the wearable tech space. Oura CEO Tom Hale discusses the Oura ring’s popularity and many patents, and the limitations of physics and technology that make developing proprietary wearable health tech–like Oura rings and Apple Watches–so tricky. Frank Luntz - 4:16Jerry Moran - 15:09Tom Hale - 24:24Julia Boorstin - 34:47 In this episode:Sen. Jerry Moran, @JerryMoranJulia Boorstin, @JBoorstinBecky 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.

The New Hampshire primary is underway! New Hampshire Governor Chris Sununu discusses the current face-off between Nikki Haley and former President Donald Trump, and explains the importance of momentum for Haley’s White House bid. United Airlines reported its fourth quarter results, but investors are zeroed in on the airline’s first quarter forecast. CNBC’s Phil LeBeau and United CEO Scott Kirby discuss the pressure Boeing’s manufacturing issues have placed on United’s business, and the effect Max 9 groundings will have on the airline’s financials. Plus, Jack Ma and Joe Tsai are doubling down on Alibaba, the company they cofounded, and the SEC has new details on its X account hack–and the fake bitcoin post currently under FBI, CFTC, and DoJ scrutiny. Chris Sununu - 11:50Scott Kirby - 19:31 In this episode: Chris Sununu, @GovChrisSununuScott Kirby, @unitedPhil Lebeau, @LebeaucarnewsBecky 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.

Florida Governor Ron Desantis has pulled out of the Presidential race ahead of the New Hampshire primary. Joe Kernen, Becky Quick, and Andrew Ross Sorkin digest his announcement and his new endorsement of former President Donald Trump. During last week’s World Economic Forum in Davos, AI took center stage; Palantir co-founder and tech investor/entrepreneur Joe Lonsdale shares his projections for AI’s impact on industry and labor. CNBC’s Steve Kovach explains the regulatory and legal slog ahead for Apple, which might be lagging behind Microsoft in today’s innovation wave. Plus, it was a big weekend for Detroit! Washington University in St. Louis Sports Business Director Patrick Rishe discusses the betting ecosystem around football’s underdogs in the playoffs: the Lions. Steve Kovach - 10:21Joe Lonsdale - 16:27Patrick Rishe - 25:05 In this episode:Joe Lonsdale, @JTLonsdaleBecky 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Coca-Cola CEO James Quincey at the World Economic Forum in Davos, Switzerland. Quincey shares different AI innovations shaking up the world of Coke, including Marshmello (the DJ) flavors, and Times Square Coke Christmas cards. Looking ahead, he considers the marketing opportunities generative AI could power. Plus, selling beverages in nearly every country in the world, Coca-Cola had to pass on input costs to consumers. Now, inflation is moderating and so are the price hikes–at least in the U.S. and Europe. Quincey discusses global consumer, navigating inflation, and catering to popular and unpopular drink tastes. Cheers! 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Bank of America CEO Brian Moynihan at the World Economic Forum in Davos, Switzerland. Moynihan explains his economic outlook for 2024, where he expects U.S. Fed policy to go, and the strength and demand of the global consumer. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are speaking with Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland. In his exclusive interview after Goldman’s fourth quarter financial report, Solomon explains the numbers and the firm’s shift to asset and wealth management. After a tumultuous 2023 for his firm and for the macroeconomic environment, Solomon says his firm is well-positioned, and he’s not expecting more rate hikes from the Fed. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin sit down with designer, philanthropist, and fashion icon Diane von Furstenberg at the World Economic Forum in Davos, Switzerland. Furstenberg made her iconic wrap dress 50 years ago, and she’s been uniting women through fashion ever since. At Davos, she’s highlighting intention and manifestation, encouraging other attendees to see the humanity and the beauty around them, in the snowy Swiss Alps and beyond. 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.

In a special episode of Squawk Pod, Andrew Ross Sorkin sits down with Palantir CEO Alex Karp at the World Economic Forum in Davos, Switzerland. A CEO consistently unafraid to speak out, Karp is urging fellow leaders to stand up to antisemitism. The Ukrainian military and the Israeli Defense Ministry use Palantir technology in their respective war efforts, and Karp expects his technology to continue solving geopolitical problems in the years ahead. Plus, Joe Kernen and Becky Quick join Andrew to digest the Palantir CEO’s bold take on leadership, AI and machine learning, and the importance of standing up to discrimination. Karp warns that antisemitism has “always been a canary in the coalmine” for larger failures across society’s institutions, including in higher education. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Morgan Stanley’s new CEO Ted Pick. In his first interview as the bank’s chief, Pick discusses his predecessor James Gorman’s legacy and his strategy for growing the bank moving forward. After the company’s latest quarterly report, Pick explains his plans for the company’s wealth management business, as well as his projections for dealmaking in the quarters ahead. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Blackstone co-founder, chairman, and CEO Steve Schwarzman. The head of the world’s largest alternative asset manager ($1T AUM) and a longtime investor in China, Schwarzman discusses opportunities in global real estate and China’s effort to attract more foreign direct investment. Once a donor to President Donald Trump, Schwarzman addresses questions about his support in the upcoming U.S. Presidential election. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with JPMorgan Chase CEO Jamie Dimon. He takes a hard look at American political tribalism in the wake of the Iowa Presidential Caucus, and he considers the trajectory of the U.S. economy. Plus, Dimon says that China is gladly opening up to foreign investments, and he’s done talking about bitcoin–after this! Jamie Dimon talks about pet rocks, blockchain technology, and market hype. 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.

In a special episode of Squawk Pod, Andrew Ross Sorkin is at the World Economic Forum in Davos, Switzerland, where he’s speaking with U.S. Secretary of State Antony Blinken. As the world digests Taiwan's election results, wars in Ukraine and Gaza, and attacks in the Red Sea, Secretary Blinken discusses the U.S. relationship with China, as well as the intersection of private industry and geopolitics. As violence persists in the Middle East, both in the Israel-Hamas War and in the Red Sea, Secretary Blinken explains the nuance of de-escalation in the region, including protecting civilians and finding a sustainable solution to the Palestinian question. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with General Atlantic Chairman and CEO Bill Ford. After the firm’s latest acquisition of Actis, General Atlantic will have $100B under management. Since inception, the firm has deployed $60B into over 500 companies, including Uber, Airbnb, Etsy, Mobileye, Chime, and TikTok parent ByteDance. Ford sits on the boards of BlackRock and Bytedance and shares his perspective on the global energy supply and US concerns about Chinese technology. 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.

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Intel CEO Pat Gelsinger. Intel has a new line of chips for generative AI, and investors are excited–bumping the stock up 12% in the wake of that announcement. Gelsinger sees his business and the expansion of semiconductor production in Europe and the US as crucial to establishing a stable world order. He says, a balanced supply chain is key to geopolitics. 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.

In the first of a special series of episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Ray Dalio, founder of one of the world’s largest hedge funds, Bridgewater. “The market’s not cheap,” Dalio says, as he considers current political and economic uncertainties, both globally and domestically. As Taiwan’s new President settles in and the American 2024 Presidential election approaches, Dalio offers a recommendation to investors: know your neutral positions. 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.

Pershing Square Founder and CEO Bill Ackman joins Andrew Ross Sorkin for an extended conversation about his activist shareholder strategy on Wall Street and at his alma mater, Harvard. He’s become one of business’s most outspoken voices pushing for an end to antisemitism on college campuses and for the removal of Harvard’s former president, Claudine Gay. Ackman addresses his change-seeking strategies, and the controversial headlines about himself and about his wife’s academic career. Plus, he discusses his political leanings, his expectations for the 2024 election, and his disappointment in America’s current political frontrunners. In this episode: Bill Ackman, @BillAckmanAndrew 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.

After over 10 years of opposition to the idea, the SEC finally approved 11 spot bitcoin ETFs to begin trading. In this cryp-tastic episode, Grayscale’s Michael Sonnenshein discusses his firm’s spot bitcoin ETF offering and ARK Invest’s CEO and CIO Cathie Wood discusses details of her firm’s own offering. The two weigh in on the fee wars, the long journey to regulatory legitimacy, and the next milestone for digital assets. Plus, hear Coinbase CEO Brian Armstrong’s first reaction to the approval, and Pomp Investments’ Anthony Pompliano’s expectations for the future of bitcoin. Michael Sonnenshein - 06:12Cathie Wood - 18:26 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.

As the crypto community anxiously awaited the SEC’s decision on spot Bitcoin ETFs, the SEC’s X account tweeted a false start. As of Wednesday morning, the Bitcoin ETFs had not been approved, but the crypto market popped briefly on the fake post. The Iran-backed Houthi militia launched its largest attack yet in the Red Sea. Former NATO Supreme Allied Commander Admiral James Stavridis discusses the latest attack in context with his own history taking on the Somali pirates in the region a decade ago. And Boeing is inspecting 737 Max 9 aircrafts after the Alaska Airlines incident last weekend. Former NTSB investigator Greg Feith explains what safety checks and balances should be in place for the manufacturing giant. Plus, CNBC’s Julia Boorstin is in Las Vegas at the Consumer Electronics Show with the newest tech in autos, beauty, social media, and even refrigerators, and Mark Zuckerberg is in Hawaii, raising beef–literally. Greg Feith - 10:51Admiral James Stavridis - 21:37 Julia Boorstin - 25:40 In this episode: Julia Boorstin, @JBoorstinBecky 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.

Kevin McCarthy gives his first interview since leaving his role as House Speaker, weighing in on the 2024 election, supporting former President Trump, and the opportunities afoot for the Republican Party. Semafor business and finance editor Liz Hoffman has a scoop: a group of lawyers and investors are planning a lawsuit, targeting corporate DEI policies and claiming those policies have hurt shareholders. Boeing CEO David Calhoun is under pressure to fix the fuselage issues on the now-grounded 737 Max 9 crafts after the Alaska Airlines incident over the weekend. Plus, Tiger Woods and Nike are parting ways after 27 years, and European grocer Carrefour will no longer carry PepsiCo products. Kevin McCarthy - 10:33Liz Hoffman - 30:32 In this episode:Kevin McCarthy, @SpeakerMcCarthyLiz Hoffman, @lizrhoffmanBecky 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.

171 Boeing 737 Max 9 aircrafts have been grounded after a door plug blew out of a plane in the middle of an Alaska Airlines flight over the weekend. CNBC’s Phil LeBeau explains what happened on that flight and what happens now at Boeing and the airlines that carry these crafts. Former FAA Administrator and pilot J. Randolph Babbitt discusses industry concerns and airline safety regulation. The crypto community awaits the SEC’s decision on spot Bitcoin ETFs; former SEC chair Jay Clayton is expecting an approval. Clayton, also an adjunct professor at the University of Pennsylvania, weighs in on the reckoning for higher education leadership in the wake of antisemitism on campuses and the resignation of Harvard’s president, Claudine Gay. Plus, Elon Musk’s recreational and prescription drug use is reportedly worrying his SpaceX and Tesla boards. Phil LeBeau - 2:13Randy Babbitt - 10:26Jay Clayton - 18:30 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkPhil Lebeau, @LebeaucarnewsKatie 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 last jobs report of 2023 came in much better than economists expected, but former Fed Vice Chair Roger Ferguson projects a cautious road forward. Other good economic news: America’s burgeoning electric vehicle industry. U.S Energy Secretary Jennifer Granholm is seeing the “diminishment of demand” for gasoline in America, but she’s confident in the country’s EV manufacturing future, from charging stations to battery supply chains. Despite good economic news, American sentiment remains low. Harvard Professor and happiness scholar Arthur Brooks explains the mismatch between ‘good news’ and unhappy Americans; he’s calling for more optimistic leadership in Washington. Plus, the NCAA and ESPN have inked an 8-year, $920m deal, and Pepsi is in a price war with Carrefour. Roger Ferguson - 3:10Jennifer Granholm - 14:25Arthur Brooks - 28:50 In this episode:Jennifer Granholm, @SecGranholmArthur Brooks, @arthurbrooksBecky Quick, @BeckyQuickMichael Santoli, @michaelsantoliSteve Liesman, @steveliesmanKatie 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.

Eli Lilly will now sell weight loss drugs directly to consumers. In a big move, the drugmaker has announced LillyDirect, a platform that uses telehealth to improve consumer access to weight loss drugs like Lilly’s Mounjaro and its recently approved Zepbound. CNBC’s Bertha Coombs explains the impact LillyDirect will have on health care and on pharmacy benefit providers like those of CVS, UnitedHealth, and Cigna. Primary care physician Dr. Kavita Patel underscores the health care access problem that millions of Americans face, and whether Eli Lilly’s effort could alleviate some of those pressures. Plus, CNBC’s Jon Fortt sees Apple’s 2024 going two very different directions after 2023’s stock strength and sales weakness. Microsoft keyboards are ready for their biggest change in almost 30 years, and the market’s Santa Claus rally is officially behind us–maybe. Bertha Coombs - 14:05Dr. Kavita Patel - 24:11Jon Fortt - 31:22 In this episode: Dr. Kavita Patel, @kavitapmdBertha Coombs, @berthacoombsJon Fortt, @jonforttBecky Quick, @BeckyQuickMichael Santoli, @michaelsantoliSteve Liesman, @steveliesmanKatie 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.