
Squawk Pod
1,991 episodes — Page 17 of 40
Shareholder Proxy Fights: Harvard’s Campus & Disney’s Boardroom 01/03/24
Claudine Gay has resigned from her post as Harvard University President amid plagiarism allegations and pressure from Harvard’s donors. Crisis management expert Eric Dezenhall explains the shareholder mindsets of the university’s donors and the role they play in the future of higher education and the workforce. Another shareholder fight is underway at Disney; activists ValueAct and Blackwells are backing Bob Iger and Disney in the ongoing proxy battle with another activist investor, Nelson Peltz’s Trian. Plus, the family that went viral for their “Christmas Jammies” video in 2013 has amassed millions of followers across platforms since then. Kim and Penn Holderness discuss how they turned a family music video into a business with 7 revenue streams, joining the rising tide of the creator economy. Eric Dezenhall - 17:30Kim & Penn Holderness - 25:05 In this episode:Kim Holderness, @KimDHoldernessPenn Holderness, @pennholdernessBecky Quick, @BeckyQuickRobert Frank, @robtfrankMichael Santoli, @michaelsantoliKatie 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 2024 “Unity Ticket” & the Road Ahead for Weight Loss Drugs 01/02/24
2024 trading begins after a strong market finish to 2023, with the Nasdaq 100 closing its best year since 1999. Just over 300 days before the 2024 election, former Connecticut Senator Joe Lieberman is pushing for an option outside of President Biden and President Trump. Once on the Presidential ticket himself, Lieberman started nonprofit No Labels, which hopes to offer a third, bipartisan, centrist “unity ticket” to the Americans unsatisfied with the current political playing field. Plus 2023 was the year of weight loss drugs for pharma companies like Novo Nordisk and Eli Lilly. Former FDA Commissioner Dr. Scott Gottlieb sits on the boards of Illumina and Pfizer, and he expects more good news–and more secondary benefits–from weight loss drugs on the market. Plus, Michigan is celebrating a big sports weekend, and X is now worth 71.5% less than when Elon Musk bought it, according to Fidelity, one of the co-investors that backed his takeover. Joe Lieberman - 12:30Dr. Scott Gottlieb - 24:46 In this episode: Scott Gottlieb, @ScottGottliebMDBecky Quick, @BeckyQuickRobert Frank, @robtfrankMichael Santoli, @michaelsantoliKatie 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.
Cracking the iPhone Thieves & NBA Star Iggy’s Next Score: Venture Capital 12/29/23
Google might owe you $5,000. This week, the tech giant settled a $5b lawsuit over ‘incognito mode.’ The Boeing 737 Max is once again suffering a quality issue. The company’s best-selling jetliner must now be checked for a ‘possible loose bolt’ before reaching customers. Global energy prices are ending a year of fluctuation, most recently because of shipping interruptions to the fleet originally routed through the Red Sea and Suez Canal. Energy expert Helima Croft explains the oil supply chain and its impact on the American consumer. Reporters at The Wall Street Journal investigated iPhone thefts for a year; what they found was a common scheme to nab both the device and the passcode from their victims, emptying literal pockets and digital wallets and racking up thousands of stolen dollars. WSJ senior personal tech columnist Joanna Stern explains her reporting and her interview with one of the convicted iPhone thieves, including his advice to protect your phone and your assets. Plus, on the last workday of 2023, we’re sharing one of Squawk’s favorite interviews of the year. Andrew Ross Sorkin and Becky Quick speak with NBA All Star and 4-time championship winner Andre Iguodala. After 19 years on the court, he’s officially hanging up his basketball shoes and turning to his venture capital career full time. His advice for athletes looking to follow his lead: be obsessed. Helima Croft - 3:51Joanna Stern - 15:42Andre Iguodala - 23:28 In this episode:Joanna Stern, @JoannaSternAndre Iguodala, @andreHelima Croft, @CroftHelimaLeslie Picker, @LesliePickerMichael Santoli, @michaelsantoliBrian Sullivan, @SullyCNBCAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Vail’s Slopes, Youth Sports, & An AI Lawsuit 12/28/23
The New York Times is suing OpenAI and Microsoft over copyright infringement, opening big media’s first legal case against content use in training large language models. Tusk Ventures CEO Bradley Tusk explains the timing and the repercussions of this action for tech innovation and the future of news. Apple’s sales in 2023 have declined, but Apple’s stock is soaring. CNBC’s Steve Kovach discusses the company’s headwinds and tailwinds, as well as the temporary pause on a ban of some US Apple Watch sales. Youth sports are an estimated $37.5B market, and private equity is deepening its stake. Waud Capital’s youth sports management company TeamSnap has acquired MOJO, a kids sports streaming platform. MOJO founder and former media executive Ben Sherwood joins TeamSnap CEO Pete Frintzilas to discuss the network of kids, parents, and coaches paying for youth sports resources. The Plus, Vail Resorts CEO Kirsten Lynch is in the midst of ski season. She shares how her company is expanding its network of slopes in the US, Europe, and even Australia. Steve Kovach - 5:30Bradley Tusk - 11:25 Ben Sherwood & Pete Frintzilas - 17:19Kirsten Lynch - 27:00 In this episode: Ben Sherwood, @BenSherwoodLeslie Picker, @LesliePickerMichael Santoli, @michaelsantoliBrian Sullivan, @SullyCNBCKatie 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.
Glitter Bombs & Subscription Boxes with Mark Rober 12/27/23
NASA and Apple engineer turned YouTube sensation Mark Rober shares his joy for inventing–and how he’s cashing in on the broad appeal of his glitter bomb packages, squirrel obstacle courses, engineering projects, and kids excited to learn while they play. Media analyst Paul Dergarabedian considers the box office’s bumpy ride in 2023. Between Hollywood strikes and shifting viewer tastes, Dergarabedian says that streaming has an edge. For streamers on Amazon Prime, though, ads are coming! And in the oil patch, a mild winter and conflict concerns in the Middle East have contributed to fluctuating energy prices. CNBC’s Pippa Stevens discusses the rise of “virtual power plants” to meet electricity demand. Pippa Stevens - 9:19Dergarabedian - 16:01Mark Rober - 24:00 In this episode:Mark Rober, @MarkRoberPippa Stevens, @PippaStevens13Contessa Brewer, @contessabrewerLeslie Picker, @LesliePickerSteve 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.
Holiday Hauls: Airlines, Apple, & Meta 12/26/23
7.5 million travelers are hitting the skies between Christmas and New Years this year, passing the pre-pandemic record of 7.2 million. International president of the Association of Flight Attendants Sara Nelson discusses the pilots and flight attendants renegotiating contracts and managing unruly passengers during a busy holiday schedule. And the “she-cession” may be over, but Yale Lecturer and journalist Joanne Lipman warns that working women may lose many of their workplace participation gains to rigid back-to-office mandates. Plus, 2023’s market year was a roller coaster, OpenAI is aiming to raise more funds at an estimated valuation of $100 billion, holiday returns just got a little trickier, and Meta might have beat Apple under the trees and menorahs this year, as the Apple Watch ban takes effect. Sara Nelson 20:20Joanne Lipman 28:39 In this episode:Joanne Lipman, @joannelipmanSara Nelson, @FlyingWithSaraContessa Brewer, @contessabrewerLeslie Picker, @LesliePickerSteve 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.
Tracking Santa’s Sleigh Ride This Weekend 12/22/23
The North American Aerospace Defense Command (NORAD) returns to Squawk Pod for its annual tradition: tracking Santa Claus’s Christmas journey through the night sky. Deputy Commander of the Continental US NORAD Region Major-General S.T. Boyle explains how Rudolph helps light the way for Santa and for NORAD tracking his progress. Also spreading holiday cheer, chef, restaurateur, and author of “Eat, Drink, and Be Murray” cookbook, Andy Murray. Murray shares family recipes and stories from his Caddyshack-themed restaurants. Plus, New York Times foreign affairs columnist Thomas Friedman explains the geopolitics at play in the Red Sea, and Joe Kernen, Becky Quick, and Andrew Ross Sorkin discuss the other business headlines before the holiday weekend: China’s limits on teen tech use, and the US Department of Transportation is scrutinizing frequent flier programs. Thomas Friedman - 12:28Andy Murray - 20:02Major-General S.T. Boyle - 27:42 In this episode:Thomas Friedman, @tomfriedmanJoe Kernen, @JoeSquawkAndrew 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.
Up in the Air: Media Mergers, Fed Policies, & Apple Watches 12/21/23
Markets are confused, at least according to some economists. The markets snapped 7 straight weeks of gains this week, as Wall Street interpreted the Federal Reserve’s pivot from hiking rates to cutting them. Chief economics correspondent at The Wall Street Journal Nick Timiraos penned a splashy op-ed pointing to confusion among investors and Fed governors. Elon Musk biographer and Tulane professor Walter Isaacson discusses the billionaire’s tendency to polarize his advertisers and consumers. Plus, Puck’s Matt Belloni discusses Warner Bros. Discovery’s early talks with Paramount Global for a potential merger, and Apple lost a bid to delay an import ban on certain Apple watches, but it’s reportedly gearing up to release its new mixed reality headset. Matt Belloni - 6:48Nick Timiraos - 16:30Walter Isaacson - 29:03 In this episode:Nick Timiraos, @NickTimiraosWalter Isaacson, @WalterIsaacsonMatthew Belloni,@mattbelloniJoe Kernen, @JoeSquawkAndrew 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.
A Fed-Fueled Rally, FedEx, & the Fourteenth Amendment 12/20/23
The market rally surges on, after the Federal Reserve announced its pivot. Former Fed Governor Kevin Warsh discusses the rally and the Fed’s next move. FedEx shares tumbled after disappointing Wall Street in its second quarter report and lowering its revenue guidance; Broughton Capital’s Donald Broughton explains why this company is often considered a bellwether for macroeconomic conditions. CNBC’s Steve Liesman reveals America’s public opinion on its billionaires, and coming out on top was the ‘beloved Buffett.’ Plus, the Colorado Supreme Court has barred Donald Trump from appearing on state ballots in the 2024 Presidential election, citing the 14th amendment, and Rite Aid will shelf its facial recognition strategy after thousands of customers were wrongly targeted as shoplifters. Donald Broughton - 10:24Kevin Warsh - 17:04 In this episode:Steve Liesman, @SteveLiesmanJoe Kernen, @JoeSquawkAndrew 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.
Shipping Risks in the Red Sea & Racing to Win AI 12/19/23
The Houthis, a Yemeni rebel group backed by Iran, have amped up attacks on ships traveling through the Suez Canal since the beginning of the Israel-Hamas War. Director of Harvard’s Belfer Center Meghan O’Sullivan explains the disruptions to global shipping and the geopolitics at play in the Red Sea. The AI arms race is set to enter a new year, as 2023 winds down. CNBC’s Technology Correspondent Steve Kovach discusses Microsoft, Nvidia, and other winners so far, and Activate CEO Michael Wolf explains how smaller players measure up to the tech giants. Plus, Google will pay consumers $700m (~$2 a person) in its Play store settlement, Apple’s pressing pause on some of its watches, and Senator John Fetterman (D-Penn.) is hoping to block Nippon’s $14.9B acquisition of US Steel. Meghan O’Sullivan - 12:30Steve Kovach - 20:23Michael Wolf - 20:23 In this episode:Michael Wolf, @mjwMeghan O’Sullivan, @OSullivanMeghanJoe Kernen, @JoeSquawkBecky 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.
Taking Off: Holiday Travel & Beauty Gifting 12/18/23
As holiday travel ramps up, Southwest Airlines is landed with a $140 million fine for last holiday season’s travel meltdown. U.S. Transportation Secretary Pete Buttigieg emphasizes airline obligations to passengers, as well as the infrastructure needed to protect American consumers and travelers. Companies must now disclose cyberattacks in a timely manner, in compliance with new rules from the SEC. Former CEO of FireEye and current Mandiant CEO Kevin Mandia explains the implications of this new rule for shareholders and corporations. Plus, the world’s fourth largest steel producer, Japan’s Nippon Steel, is buying US Steel for $14.9 billion. CNBC’s Courtney Reagan reports on the strength of beauty this holiday season, as the total addressable market for the sector expands in age and gender identity. Courtney Reagan - 6:49Phil Lebeau - 13:10Pete Buttigieg - 20:03Kevin Mandia - 28:36 In this episode:Pete Buttigieg, @SecretaryPeteCourtney Reagan, @courtreaganPhil Lebeau, @LebeaucarnewsJoe Kernen, @JoeSquawkBecky 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.
Senate Still in Session & Lidia Bastianich Still Cooking for America 12/15/23
The Senate will wait another week to go on holiday recess, after Senate Majority Leader Chuck Schumer delayed the break until lawmakers reach a deal on immigration and foreign aid. Senator Markwayne Mullin (R-Ok.) discusses the packages for Ukraine, Israel, and securing America’s own border. After a meeting in St. Vincent & the Grenadines, Venezuela President Maduro and Guyana President Arfaan Ali have not reached a resolution to their territorial dispute. Former international correspondent for CNBC Michelle Caruso-Cabrera explains Maduro’s strategy, the geopolitics of the region, and the impact of their conflicting claims to an oil-rich area. Celebrity chef and restaurateur Lidia Bastianich is celebrating 25 years since her cooking show launch, and she’s still cooking for America through her restaurants, cookbooks, and Eataly.She joins the team for a look at consumer appetites this season, including their spending and eating habits. Plus, Citigroup is closing its municipal offering business. Sen. Markwayne Mullin - 15:28Lidia Bastianich - 29:27 In this episode:Markwayne Mullin, @SenMullinAndrew 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.
AI in the Newsroom & Jay Powell: “So Far, So Good” 12/14/23
Federal Reserve Chair Jay Powell surprised Wall Street with his announcement of a more dovish approach to inflation, moving forward. Powell signaled a 2024 of rate cuts from the central bank. OpenAI scored a deal with Politico and Business Insider parent Axel Springer, the company’s second deal with a news organization. Tulane Professor and Perella Weinberg Advisory Partner Walter Isaacson discusses AI’s role in newsrooms and the deals’ impacts on journalism. The Project Liberty founder Frank McCourt explains his idea for reclaiming our personal data online and keeping kids safe on the internet. Plus, Citigroup is offering early bonuses to departing employees. Frank McCourt - 16:35Walter Isaacson - 25:51 In this episode:Walter Isaacson, @walterisaacsonMichael Santoli, @michaelsantoliAndrew 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.
Pharma Bets & College Controversies with Ken Langone 12/13/23
Billionaire investor, Home Depot co-founder, and NYU Langone Health board chair Ken Langone discusses his latest market buys, his calls for pharma stocks, and his apprehension about investing in China. Former SEC Chair and University of Pennsylvania professor Jay Clayton joins Ken Langone in a discussion about leadership on American college campuses in the aftermath of controversial testimonies from university presidents on Capitol Hill. Plus, Netflix has released viewership numbers, Presidents Biden and Zelenskyy shared a hug in the Oval Office, Pfizer disappointed investors, and US Treasury Secretary Janet Yellen believes that we are on our way to a “soft landing.” Ken Langone - 14:00Jay Clayton - 25:42 In this episode:Andrew 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.
Boomer Buying Habits, Google’s Big Antitrust Loss, & Small Caps in 2024 12/12/23
In a recent op-ed, Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors’ best bets for 2024. Hobson and Rogers explain why, after a big year for tech’s ‘magnificent seven,’ it may be time to cash in on smaller stocks. Boomers are driving spending! Bank of America Institute has released new data on consumer spending in November; head of the Institute Liz Everett Krisberg discusses the highlights, including spending trends across Gen Z, millennials, Gen X, and boomers. Plus, Hasbro is cutting 20% of its workforce, teens are on YouTube and TikTok “almost constantly” and Epic Games has won its antitrust lawsuit against Google. Steve Kovach - 06:25Liz Everett Krisberg - 15:30Mellody Hobson & John Rogers - 24:23 In this episode:Andrew 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.
Oxy’s Big Deal & Scott Gottlieb on Game-changing Gene Editing 12/11/23
Occidental Petroleum will buy CrownRock for $12 billion, deepening its foothold in the Permian basin. Energy expert and author of “The New Map: Energy, Climate and the Clash of Nations” Daniel Yergin explains what the recent flurry of oil industry mergers means for geopolitics. The FDA has approved treatment for sickle cell disease, the first treatment to use the gene-editing tool CRISPR. Former FDA Commissioner Dr. Scott Gottlieb discusses a treatment’s journey from lab to patients, as well as improving the public’s access to life-saving care. Plus, Macy’s has a $5.8 billion buyout offer, and University of Pennsylvania’s President Elizabeth Magill has resigned after her controversial testimony on Capitol Hill last week. Daniel Yergin - 15:38Dr. Scott Gottlieb - 23:50 In this episode: Dan Yergin, @danielyerginScott Gottlieb, @ScottGottliebMDMichael Santoli, @michaelsantoliAndrew 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.
University Presidents Under Scrutiny & Climate Deals in Dubai 12/08/23
After the presidents of Harvard, MIT, and the University of Pennsylvania testified on Capitol Hill this week, UPenn President Elizabeth Magill’s comments sparked backlash among the public and one of her colleagues. Concerns that university presidents are equivocating on the issue of condemning antisemitism on their campuses has prompted a nationwide debate over the role of academia and the business of higher education. President of Brandeis University Ron Liebowitz says, there’s no gray area in creating safe spaces to learn, at least for him. The November jobs report delivered some welcome economic news for the Federal Reserve, ahead of the central bank’s two-day meeting next week. Plus, CNBC’s Diana Olick is on the ground at COP28, the UN Climate Change Conference, and CNBC’s Robert Frank fact checks the great wealth migration: New York has not lost all its millionaires. Ron Liebowitz - 14:02Diana Olick - 23:42Robert Frank - 27:43 In this episode:Ron Liebowitz, @BrandeisUDiana Olick @DianaOlickRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Elizabeth Warren, Banks, & Bitcoin 12/07/23
Senator Elizabeth Warren (D-Mass.) discusses her concerns about cryptocurrency, after big bank CEOs appeared before Congress this week. It turns out, Sen. Warren and JPMorgan Chase CEO Jamie Dimon agree on the dangers of bitcoin. JetBlue and Spirit await the fate of their proposed merger. Columbia Law School Professor and former advisor in the Biden administration Tim Wu explains his perspective on airline consolidation: it isn’t great for consumers. In an op-ed in The New York Times, Wu concludes that M&A in the airspace often leads to higher prices for the same experience. The fourth Republican Presidential debate took place in Alabama on Wednesday, but only four of the candidates participated. Plus, Time Magazine has named Taylor Swift its Person of the Year. CNBC’s Jon Fortt explains why that decision does and doesn’t make sense. Sen. Elizabeth Warren - 15:34Tim Wu - 34:42 In this episode:Elizabeth Warren, @SenWarrenJon Fortt, @jonforttAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Liz Cheney & the ‘Never Trump’ GOP, & Robinhood CEO Vlad Tenev 12/06/23
Bitcoin is building on its upward momentum. Robinhood co-founder and CEO Vlad Tenev discusses the 75% increase in crypto trading volume from October to November, what’s behind the crypto rally, and how the Federal Reserve’s decisions play out for retail investors. Former Congresswoman and ‘Oath and Honor’ author Liz Cheney (R-Wyo.) discusses the 2024 presidential election, her efforts to prevent a Donald Trump reelection, and the state of her own party, the GOP. Plus, former U.S. ambassador to the United Nations Nikki Haley raised over $500,000 at a massive fundraiser in New York on Monday, and Elon Musk has filed for $1B in equity for his AI startup, X.AI.Liz Cheney - 11:29Vlad Tenev - 27:20In this episode:Liz Cheney, @Liz_CheneyVlad Tenev, @vladtenevAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Bitcoin’s Rally, China’s Credit, & Politics’ Toll on Public Happiness 12/05/23
Bitcoin hit $42,000 for the first time in over 19 months; crypto investor and bitcoin bull Anthony Pompliano discusses the asset’s rise, regulatory tailwinds for the U.S. crypto companies, and the crypto community’s worldview on central banks and stores of value. In a thoughtful discussion, author, Harvard professor, The Atlantic contributing writer and fellow podcaster Arthur Brooks considers the toll America’s polarizing political climate is taking on the average citizen’s happiness. As tensions rise in Washington and on college campuses, Brooks explains how America’s current approach to community hurts us, more than helps. Plus, today’s headlines: Moody’s cut China’s credit outlook, CVS is changing how it prices prescription drugs, Take-Two Interactive’s stock tumbled after a trailer of the newest Grand Theft Auto game was leaked on X, and voters are gearing up for another Republican Presidential debate this week. Arthur Brooks - 12:17Anthony Pompliano - 21:55 In this episode:Arthur Brooks, @arthurbrooksAnthony Pompliano, @APomplianoAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Hoping for the End of Hikes & Pushing for Packages in Washington 12/04/23
After Fed Chair Jay Powell’s comments on Friday, investors are hopeful that the Federal Reserve is done hiking interest rates, and the interest rate environment has led to highs in the Dow Jones Industrial Average, gold prices, and bitcoin. Restaurateur Cameron Mitchell shares his consumer’s spending habits in the inflationary environment, including new trends in how Americans are dining out. Plus, Israeli forces announced an expansion of ground attacks against Hamas in Gaza, Yemen’s Iran-backed Houthi military group attacked commercial vessels in the Red Sea, and the US Senate is in the midst of heated negotiations to pass aid packages to Israel and Ukraine. Senator Roger Marshall (R-Kansas) explains his perspective on Washington’s priorities, balancing geopolitical obligations of emergency aid in warzones and domestic goals like border security. Sen. Roger Marshall - 13:20Cameron Mitchell - 22:13 In this episode:Sen. Roger Marshall, @RogerMarshallMDAndrew Ross Sorkin, @andrewrsorkinBecky 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.

Charlie Munger: A Life of Wit and Wisdom Part 2 12/02/23
“I’m an accidental guru.” This is the second episode of a series remembering and celebrating billionaire investor Charlie Munger. At age 99, the right-hand man to Berkshire Hathaway Chairman Warren Buffett sat down with Becky Quick in what became their last interview together - after years of Becky covering the company and facilitating shareholder questions at the raucous Berkshire Hathaway Annual Meetings. Munger passed away two weeks after this interview was recorded, just a month shy of his 100th birthday. In this extended audio version of that final CNBC interview, Charlie Munger reflects on his century of life, the childhood traumas that shaped him, the investing wins and losses that made his career, and the perspective and knowledge he gained in his final years. Follow Becky Quick on X: @beckyquick Squawk Pod is produced by Katie Kramer, Cameron Costa, Karoline Rouhotas and Zach Vallese. CNBC’s Managing Editor is Lacy O’Toole. John Lazration edited this podcast series. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charlie Munger: A Life of Wit and Wisdom Part 1 12/02/23
He was irreverent, he was focused, he was one of the world’s most successful investors. And he was one of a kind. Billionaire investor Charlie Munger - the longtime right-hand man and close friend of Berkshire Hathaway CEO Warren Buffett - died at age 99, a few weeks shy of what would have been his 100th birthday.. Becky Quick, Squawk Box co-host, interviewed Munger two weeks before his death. She traveled to his home in Los Angeles for a discussion on how to live a long life, pragmatic investing and the stunning advancements of the last century. This would be their final conversation. Charlie Munger: These ‘basic rules’ made me successful in life—‘with Warren Buffett, I had all 3’Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. MungerThe Warren Buffett Archive Revisit our 2021 Squawk Pod series, Warren Buffett and Charlie Munger: A Wealth of Wisdom Read more about Charlie Munger’s legacy:Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at age 99Munger in final interview describes how he and Buffett turned Berkshire Hathaway into such a successHow Munger and Buffett’s 60-year partnership was so special: ‘Charlie and I have never had an argument’Charlie Munger’s sharp wit turned Berkshire meetings into uproarious affairsA ‘true master of investing:’ Top value investor on how Charlie Munger changed the craftCharlie Munger’s greatest bits of investing advice from over the yearsThe investing world reacts to death of Berkshire legend Charlie Munger Follow Becky Quick on X: @beckyquick Squawk Pod is produced by Katie Kramer, Cameron Costa, Karoline Rouhotas and Zach Vallese. CNBC’s Managing Editor is Lacy O’Toole. John Lazration edited this podcast series. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cyber Threats, Cybertrucks, & Winter Health 12/1/23
Chris Krebs, cybersecurity expert and former CISA Director, explains the online threats from China, Russia, and others, as the 2024 election draws nearer. As respiratory illnesses surge in Ohio and in China, Dr. Kavita Patel, Stanford University Professor of Medicine and former White House official, discusses the global health surveillance system set in place since the Covid-19 pandemic. Plus, the temporary ceasefire in the Israel-Hamas War has ended. Other headlines today: Tesla’s Cybertrucks are out for delivery (finally), X’s ad executive Linda Yaccarino is speaking to advertisers in the aftermath of Elon Musk’s “x-pletive,” Disney is gearing up for a proxy fight with Nelson Peltz’s Trian, and PGA Tour Commissioner Jay Monahan opened up to Andrew Ross Sorkin about his mental health at this year’s NYT DealBook Summit. Dr. Kavita Patel - 18:45Chris Krebs - 24:26 In this episode:Dr. Kavita Patel, @kavitapmdAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Elon Musk’s X-pletive to Advertisers 11/30/23
Elon Musk’s interview with Andrew Ross Sorkin at the NYT DealBook Summit has gone viral, in part thanks to Musk’s message to advertisers pulling their ad spend from his platform: “Go f— yourself.” In a wide-ranging interview, the X owner and Tesla CEO apologizes for the post on X, FKA Twitter, responding to an antisemitic post. He discusses his own mental health, his trip to Israel, his original vision for OpenAI when he co-founded and named it, and so much more. Andrew Ross Sorkin recaps the highlights of that interview with Becky Quick and Joe Kernen. Plus, former House Speaker Paul Ryan is not holding back. He says he doesn’t want former President Donald Trump to return to the White House, and he calls Presidential hopeful Nikki Haley a “growth stock.” For more of Andrew’s conversations at The New York Times DealBook Summit, check out NYT’s full coverage. Paul Ryan - 16:38 In this episode:Elon Musk, @elonmuskPaul Ryan, @SpeakerRyanAndrew Ross Sorkin, @andrewrsorkinBecky 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.
Curious Minds: Charlie Munger’s 99 Years & Brian Grazer’s Secrets to a Bigger Life 11/29/23
Academy Award-winning producer and bestselling author Brian Grazer is out with a new book, “A Curious Mind Expanded: The Secret to a Bigger Life.” The creative behind “A Beautiful Mind,” “Apollo 13, “Arrested Development,” and “The DaVinci Code,” among others, weighs in on Hollywood’s strikes, AI in art, and the ways he keeps his mind curious and growing. Two Federal Reserve governors are pointing to the end of rate hikes, Mark Cuban is selling his stake in the Dallas Mavericks, and Disney CEO Bob Iger is downplaying speculation that the entertainment giant is selling some of its assets. Plus, at age 99, investing legend Charlie Munger has died. The longtime friend of Warren Buffett and iconic Berkshire Hathaway Vice Chair was just a month shy of his 100th birthday. Becky Quick, who spent hours interviewing him just two weeks ago, reflects on his decades of leadership, and his ageless razor sharp wit and wisdom. And, stay tuned to your feed for an upcoming special podcast series – we'll bring you the full audio of 99-year-old Charlie Munger’s final CNBC interview. Brian Grazer - 10:46Charlie Munger - 19:59 In this episode:Brian Grazer, @BrianGrazerJoe Kernen, @JoeSquawkBecky 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.
Musk’s Trip to Israel & Gauging Public Chinese Opinion 11/28/23
Amid a ceasefire in the Israel-Hamas War, Elon Musk visited Israel for a meeting with Prime Minister Netanyahu and other Israeli officials. The trip comes as advertisers raise concerns about posts from the X owner and Tesla chief on Musk’s own platform, formerly known as Twitter. His response to an antisemitic tweet on X alarmed many, and executive consultant Eric Dezenhall says Musk’s trip to Israel might quell some of the public concern about his views. CNBC’s Beijing Bureau Chief Eunice Yoon is stateside for the first time in four years, and she offers a look inside the Chinese perspective on America, President Biden, and President Xi. Plus, China is preparing for a huge Shein IPO, Republican donors are considering backing Nikki Haley in her bid for President, and AI is showing up in Sports Illustrated. Eric Dezenhall - 09:57Eunice Yoon - 23:39 In this episode: Eric Dezenhall, @EricDezenhallEunice Yoon @onlyyoontvJoe Kernen, @JoeSquawkBecky 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.
Cashing in on Sports Streamers & Zeroing in on AI Concerns 11/27/23
Black Friday’s first NFL game was a big score for advertisers, who bet on sports viewers going shopping on Amazon, either during or after the game. EDO Inc. President and CEO and former digital advertising executive Kevin Krim discusses Cyber Monday and Black Friday advertising, including the retail advertising wins on field and off. Silicon Valley Congressman Ro Khanna (D-California) underscores his main concerns in the aftermath of OpenAI’s board-led implosion. Rep. Khanna is pushing for more transparency from innovators and technologists, and he suggests creating an AI agency in the federal government. Plus, as the Israel-Hamas War ceasefire extends, Rep. Khanna weighs in on geopolitics in the region. Also in Israel, the country is hosting Elon Musk today, and it’s eyeing a deal for Starlink communications in the Gaza strip. Rep. Ro Khanna - 12:50Kevin Krim - 25:31 In this episode:Ro Khanna, @RepRoKhannaKevin Krim, @kevinkrimJoe Kernen, @JoeSquawkBecky 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.
Black Friday Habits and Gadgets, & Why Tiny Meat Gang is Big Business 11/24/23
Wall Street marks the day after Thanksgiving with a holiday-shortened session on Black Friday, but are the door-buster deals a thing of the past? Becky Quick and Andrew Ross Sorkin are joined by CNBC’s Steve Liesman on consumer holiday behavior and WSJ’s Joanna Stern offers her picks for personal technology gift ideas. Plus, the latest in the drama and the promise of artificial intelligence as told in the OpenAI and Sam Altman saga – and if tech’s top soap opera is at all interesting to the average news consumer – and Bitcoin hits a new high for the year. And, in a Squawk Pod exclusive, Cody Ko and Noel Miller of TMG Studios share the story of their rise in the creator economy – and the surprising growth their business has undergone from performing sketch comedy to running a thriving podcast studio. Joanna Stern’s Gift Recommendations: Mattel's Pictionary vs. AI ($25)Bird Buddy Smart Bird Feeder With Solar Roof ($299)Apple iPhone 15 Pro Max ($1,199 and up)Native Union Belt Cable Duo ($40) Joanna Stern - 18:14Tiny Meat Gang - 26:44 In this episode:Joanna Stern, @JoannaSternCody Ko, @CodyKoNoel Miller, @thenoelmillerAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickSteve Liesman, @SteveLiesmanZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Extra: Are You Ready for Some Football 11/23/23
In this holiday pod extra, Gary Vaynerchuk discusses the outlook for advertisers from Amazon’s Black Friday football broadcast on Prime Video. And, yep - flying is miserable, but Vanderbilt Professor Ganesh Sitaraman has some ideas on how to fix it. He’s even written a book, “Why Flying Is Miserable,” and explains why public policy decisions are responsible for the industry’s problems and its solutions. Gary Vee - 2:21Ganesh Sitaraman - 8:44 In this episode:Gary Vaynerchuk, @garyveeJoe Kernen, @JoeSquawkBecky 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.
Binance CEO Out, OpenAI CEO Back In, & Turkey Tips & Holiday Sips on the Table 11/22/23
After a whirlwind few days, OpenAI co-founder Sam Altman has been reinstated as CEO. Plus, Binance founder Changpeng Zhao has pleaded guilty to money laundering violations. CNBC’s Eamon Javers discusses crimes in the crypto world with Andrew Ross Sorkin, Joe Kernen, and Becky Quick, including the Department of Justice’s efforts to keep crypto in line with the law. And, ahead of Thanksgiving, the kitchen experts on the Butterball Turkey Talk-Line are ready with the tips all holiday hosts need to cook the perfect turkey. One expert, Bill Nolan, says, opt for oil over butter and don’t panic–just dial 1-800-BUTTERBALL. Once the turkey’s done, Food & Wine executive editor Ray Isle has the wine pairings to impress Thanksgiving guests, without breaking the bank. Author of “The World in a Wineglass,” Isle has all hosts, including our Squawk hosts Joe Kernen and Becky Quick, covered at the bar. Cheers and Happy Thanksgiving! Ray Isle’s Wine Recommendations:2022 Tiberio Trebbiano di Abruzzo ($22)2021 Kutch Sonoma Coast Pinot Noir ($42)2020 Frog's Leap Napa Valley Zinfandel ($40) Bill Nolan - 19:49Ray Isle - 27:27 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
OpenAI’s Employee Revolt & Turkey Travel Tips 11/21/23
OpenAI’s implosion might not be so bad for Microsoft, whose stock closed at an all-time high amid the AI drama. Semafor’s tech editor Reed Albergotti explains the good news for Satya Nadella, the fate and governance structure of OpenAI, and the many big tech offers to OpenAI’s talent. In its third quarter, Lowe’s has said its DIY customers are slowing down their projects, and it’s taking a toll on the company’s sales forecast. Plus, as more than 55 million Americans gear up for a week of holiday travel, former United Airlines CEO Oscar Munoz has some tips for Turkey travelers, whether they’re seasoned passengers or infrequent flyers. His top advice: download your airline’s app. Reed Albergotti - 10:46Oscar Munoz - 20:43 In this episode:Reed Albergotti, @ReedAlbergottiAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Hey ChatGPT, What’s Next for Your Parent Company? 11/20/23
OpenAI CEO Sam Altman was ousted from his role by his own board, and he was promptly hired by Microsoft in a tumultuous weekend for tech. Internally at OpenAI, employees have reportedly threatened to follow Altman, requesting resignations from the OpenAI board, and externally, investors and news outlets are following the drama at one of the highest profile companies pushing AI forward. Also in tech, Elon Musk is in hot water with his biggest advertisers, including Disney and Apple, over antisemitic content and Musk’s own posts on X. Julia Boorstin breaks down the timeline of X posts, retweets, antisemitic accusations, and big advertiser backlash that colored the weekend. CEO of the Anti-Defamation League Jonathan Greenblatt discusses his own personal conversations with Elon Musk, including his advice to protect the Jewish community on and off of Musk’s platform. Plus, President Biden and Treasury Secretary Janet Yellen have finished their latest meetings with China’s President Xi and Vice Premier He, respectively. Yellen shares her takeaways from those meetings, including how both the U.S. and China plan to keep an open dialogue about AI. As inflation continues to pressure American consumers, Secretary Yellen considers the progress of the fight against inflation and the state of the U.S. economy. Janet Yellen - 13:11Jonathan Greenblatt - 30:01 In this episode:Julia Boorstin, @JBoorstinAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Ray Dalio on China, Charlie Munger on Warren Buffett’s Trades, TikTok on 9/11 11/17/23
Ray Dalio, founder of Bridgewater Associates, says the U.S. and China have entered an environment of fierce competition. The billionaire investment mentor delves into U.S.-China relations, China's military agenda, social media influence, the economy, Treasury yields, A.I. impact, and more. Becky Quick sits down with Berkshire Hathaway Vice Chair Charlie Munger in response to a ProPublica report on Warren Buffett's stock trades. Plus, videos on TikTok regarding Osama Bin Laden's criticism of the U.S. have gone viral. And Taylor Swift lyrics take over Wall Street. Ray Dalio, @RayDalioAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickZach Vallese, @zachvallese Ray Dalio - 13:51Charlie Munger - 35:18 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Property Brothers in the House, Hakeem Jeffries Wants Unity in Congress 11/16/23
House Minority Leader Rep. Hakeem Jeffries shares insights on the recently passed short-term funding bill, what's at stake in the next round of spending talks on Capitol Hill, and the potential for bipartisan collaboration in Congress. Plus, the Property Brothers, Drew and Jonathan Scott, delve into the challenge of rising housing costs, offer renovation tips, and explore strategies for creating a more sustainable and improved home. In other news, New York City takes legal action against Pepsi, while Target CEO claims customers are saying ‘a big thank you’ for locking up merchandise. Hakeem Jeffries - 14:43Drew and Jonathan Scott - 23:41 Drew Scott, @MrDrewScottJonathan Scott, @jonathanscottRep. Hakeem Jeffries, @RepJeffriesAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickZach Vallese, @zachvallese Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Presidential Candidate Nikki Haley: “Everywhere Donald Trump goes, chaos follows him” 11/15/23
Nikki Haley, former U.S. ambassador to the UN, former governor of South Carolina and 2024 presidential candidate, discusses the state of the 2024 presidential race, why she believes she can be a viable alternative to former president Donald Trump, whether she would accept a hypothetical offer to be his VP pick, and more. Wholesale prices in October posted their biggest decline in 3½ years, providing another indication that the worst of the inflation surge may have passed. Wall Street also had its eyes on Washington as the House of Representatives passed a bill to avert a government shutdown. Plus, CNBC’s Robert Frank reports on Wall Street bonuses.In this episode:Nikki Haley, @NikkiHaleyRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkMelissa Lee, @MelissaLeeCNBCZach Vallese, @zachvallese Nikki Haley - 10:48Robert Frank - 32:42 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shutdown Insights from the Speaker of the House, Cathie Wood on Bitcoin ETFs 11/14/23
On today’s super-sized episode, October's inflation remained unchanged, hinting at a possible easing of high prices in the U.S. economy. House Speaker Rep. Mike Johnson discusses Capitol Hill negotiations to avert a government shutdown and the 2024 presidential election. Meanwhile, Cathie Wood, ARK Invest CEO, covers ARK Invest's new ETFs, SEC approval of bitcoin ETFs, and broader topics like autonomous driving and Tesla. Plus, Starbucks unionized workers are planning a walkout on “red cup day”, and XRP drops after news of a fake BlackRock-managed XRP ETF.In this episode:Cathie Wood, @CathieDWoodMike Johnson, @SpeakerJohnsonAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkMelissa Lee, @MelissaLeeCNBCZach Vallese, @zachvallese Cathie Wood 10:10Mike Johnson 29:10 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Rates to Weights: Esther George and Obesity Doctor Angela Fitch 11/13/23
After Moody’s revised its outlook for the United States government from stable to negative, investors are watching the Federal Reserve to see where it will take rates next. Former Kansas City Fed President Esther George share’s her thoughts on the Fed's decision to keep their options open on rate hikes and her observations on signs of economic cooling. Plus, Novo Nordisk’s weight loss drug Wegovy cut the risk of serious cardiovascular complications in people with obesity and heart disease. Dr. Angela Fitch, Chief Medical Officer of Knownwell and President of the Obesity Medicine Association, joins to delve into the latest study on Wegovy, exploring its implications for the obesity epidemic in the U.S., and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC SPECIAL: Disney's Wildest Ride Part 2
CNBC’s Alex Sherman reports on the inside story of a CEO succession plan gone awry at Disney — a cautionary tale of how good intentions clashed with ego and hubris at the highest levels of corporate America. Sherman spoke with more than two dozen people who worked closely with Disney’s last two CEOs, Bob Iger and Bob Chapek, between 2020 and 2022. His report features many never-before reported details about Chapek’s tenure, how and why he was fired, and Iger’s plan to revive Disney now that he’s CEO once again. Stick around for a special interview with CNBC’s DJ Sixsmith on Sherman’s in-depth story about Disney’s succession drama. To read the full article go to https://cnb.cx/3Pr3kEd Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC SPECIAL: Disney's Wildest Ride Part 1
CNBC’s Alex Sherman reports on the inside story of a CEO succession plan gone awry at Disney — a cautionary tale of how good intentions clashed with ego and hubris at the highest levels of corporate America. Sherman spoke with more than two dozen people who worked closely with Disney’s last two CEOs, Bob Iger and Bob Chapek, between 2020 and 2022. His report features many never-before reported details about Chapek’s tenure, how and why he was fired, and Iger’s plan to revive Disney now that he’s CEO once again. To read the full article go to https://cnb.cx/3Pr3kEd Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tesla’s Biggest Bull: Billionaire Investor Ron Baron 11/10/23
At the 30th annual Baron Investment Conference, billionaire buy-and-hold investor Ron Baron explains why 10% of his portfolio is Tesla stock, and 4% is SpaceX. He’s Elon Musk’s biggest bull, and he shares his excitement about the “railroad to space” SpaceX is planning to build. A long-term investor and optimist, Baron explains why he has never owned a bond, and why he invests as much as he can, whenever he can. Plus, Senator Joe Manchin (D-WV) is not seeking reelection, which has sparked speculation that he may be readying himself for a Presidential bid. Ron Baron - 10:35, 26:46 In this episode:Andrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkMelissa 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.
A Deal for Actors, An FDA Approval for Eli Lilly, & a Fiscal Proposal for Washington 11/09/23
Senators Joe Manchin (D-West Virginia) and Mitt Romney (R-Utah) have proposed their Fiscal Stability Act, as the deadline to avert a government shutdown approaches. The bipartisan colleagues discuss the government debt crisis, as well as leadership in both parties in the 2024 election cycle. CNBC Julia Boorstin interviewed Disney CEO Bob Iger after the entertainment giant reported its Q4 results. She shares highlights from the conversation and the significance of SAG-AFTRA’s tentative agreement with Hollywood, ending the industry’s strike. Plus, Eli Lilly’s weight loss drug has been approved by the FDA, and America is digesting the third Republican Presidential debate. Julia Boorstin - 8:52Senators Joe Manchin & Mitt Romney - 16:47 In this episode:Joe Manchin, @Sen_JoeManchinMitt Romey, @MittRomneyJulia Boorstin, @JBoorstinAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Meta’s Whistleblower: We Can’t Trust Instagram with Our Teens 11/08/23
After testifying before the Senate Judiciary Committee, former Facebook employee and former Instagram consultant Arturo Béjar joins Joe Kernen, Becky Quick, and Andrew Ross Sorkin to discuss his calls for teen safety tools on Meta’s platforms. Béjar shares data on the number of teens who’ve experienced unwanted sexual advances on Instagram, as well as Meta’s responses to his calls for action. Altimeter Capital founder and CEO Brad Gerstner is urging American policymakers to invest at home. The tech investor and founder considers where American financial wellbeing falls on the country’s budgetary priority list, while billions are sent to foreign allies. Plus, Meta is now requiring political advertisers to disclose use of AI in their ads, and Cava has cooked up a surprise profit this quarter. Brad Gerstner - 09:44Arturo Béjar - 31:15In this episode:Brad Gerstner, @altcapAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Voting on a Hike with Fed President Goolsbee & Admitting Defeat at WeWork 11/7/23
Chicago Fed President Austan Goolsbee says the U.S. central bank is making progress in its fight against inflation, but investors still don’t know whether the Federal Reserve has finished hiking rates. Pollster Frank Luntz considers the political state of play on today’s Election Day, a year out from the 2024 Presidential Election. He unpacks the top priorities and top candidates for young voters, as well as the impact the Israel-Hamas War will have on American politics. Plus, WeWork has filed for bankruptcy, and actors are still on strike after rejecting a deal from Hollywood studios. Austan Goolsbee 12:47Frank Luntz 33:06 In this episode:Austan Goolsbee, @Austan_GoolsbeeAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Hate Speech at Harvard? Bill Ackman Takes on Anti-Semitism 11/06/23
In three parts, Joe Kernen, Becky Quick, and Andrew Ross Sorkin unpack the intense conversations between college students, college administrators, donor alumni, and employers regarding the ‘right’ way to respond to the Israel-Hamas War and the uptick in anti-semitism and islamophobia that has appeared in its wake. Former SEC Chair and University of Pennsylvania Adjunct Professor of Law Jay Clayton offers his own perspective on the law firms that have addressed law school deans directly on this topic. He counts the lack of clear governance as a contributing factor to rising hate speech and insufficient response on university campuses. Hedge fund billionaire Bill Ackman dials in to respond and share his own perspective, as a Harvard alumnus pushing his own alma mater to do better as an emotionally charged geopolitical environment makes waves on campus. Clayton - 10:07Ackman - 22:40 In this episode:Bill Ackman, @BillAckmanAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Guilty on All Counts: The Fall & Fraud of SBF 11/3/23
Sam Bankman-Fried was found guilty on all 7 criminal charges he faced in the weeks-long trial that captivated Wall Street and Main Street. CNBC’s Kate Rooney reports on the prison-time the FTX founder is facing (a maximum of 115 years), and the evidence that got him there. The SEC’s former Internet Enforcement Chief John Stark explains what the verdict means for crypto regulation going forward. Transportation Secretary Pete Buttigieg discusses the UAW’s deals with American automakers after negotiations finally ended a six-week strike. He discusses aviation’s biggest challenges, American infrastructure, and investing in autonomous vehicles. Plus, Kraft Heinz is cashing in on the Taylor Swift economy, which–if you hadn’t noticed–is booming. Kate Rooney - 2:17John Stark - 6:41Pete Buttigieg - 17:29 In this episode:Kate Rooney, @Kr00neyPete Buttigieg, @SecretaryPeteAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Steve Eisman, the Fed, & Marathon Sunday 11/02/23
The Federal Reserve has left interest rates as they are, in its latest decision. Neuberger Berman’s Steve Eisman, the portfolio manager profiled in “The Big Short,” breaks down Fed Chair Jay Powell’s latest remarks, the state of the economy, and the handling of the Israel-Hamas War on campus at his alma mater, University of Pennsylvania. Palantir has reported a strong quarter, and CNBC’s Frank Holland explains CEO Alex Karp’s commentary on American competitiveness, the Palantir software, and standing by Israel. Disney is buying the rest of Hulu from Comcast, in a long-awaited and widely-expected decision on the asset. Plus, the New York City Marathon is this Sunday! Brooks Running CEO Jim Weber expects almost 10,000 runners to be racing in his shoes, and he’s cheering them on. Steve Eisman 13:43Jim Weber 22:56 In this episode:Andrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Spending with Stanley Druckenmiller: We’ve Got to Stop! We’re Drunk 11/01/23
Legendary investor and hedge fund manager Stanley Druckenmiller explains his concerns about the U.S. debt and government aid for Ukraine and Israel. Druckenmiller, billionaire philanthropist and CEO of Duquesne Capital Management, weighs in on Janet Yellen’s leadership of the Treasury, American exceptionalism, and “drunken sailor” spending. Plus, a U.S. jury ruled that the National Association of Realtors and other brokerages conspired to artificially inflate commissions for agent sales, and Sam Bankman-Fried’s fraud trial is winding down. Stanley Druckenmiller: 12:13 In this episode:Joe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinBecky 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.
UAW Strikes Resolved & Presidential Nominees Nearly Set 10/31/23
After more than six weeks, the United Auto Workers union strikes have finally come to an end, though the tentative agreements must still be ratified by union members. Abroad, the World Bank is warning that oil prices could soar if the Israel-Hamas War expands. Stateside, PIMCO’s Head of US Policy Libby Cantrill is telling her clients that the Presidential nominees are likely already set, and they’re familiar faces for American voters. Plus, an update on the two biggest courtroom dramas this week: Sundar Pichai’s testimony before the DoJ and Sam Bankman-Fried, grilled by prosecutors in his fraud trial. Happy Halloween! Libby Cantrill - 14:17Kate Rooney - 25:09 In this episode:Kate Rooney, @Kr00neyAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.
Two Courtroom Dramas: Google Search on Trial & Sam Bankman-Fried Makes His Case 10/30/23
The United Auto Workers union has reached a tentative deal with Stallantis. CNBC’s Phil LeBeau reports the details of the deal and the outlook for GM, which is still at the negotiating table. Two courtroom dramas are underway: Alphabet CEO Sundar Pichai is testifying in the DoJ’s antitrust case against Google, and disgraced FTX founder Sam Bankman-Fried is testifying in his own fraud trial. In DC, former White House Chief Technology Officer Aneesh Chopra considers the price of Google search and the many nuances of alleged anticompetitive business. In New York, Puck founding partner Teddy Schleifer has followed the Sam Bankman-Fried case from the beginning, and offers his outlook on the case, the defense, the evidence, and the jury so far. Plus, CNBC’s Eamon Javers has the details on President Biden’s Executive Order on AI, former Vice President Mike Pence has dropped out of the race for President, and a familiar voice made a cameo on the Simpsons! Aneesh Chopra - 16:36Teddy Schleifer - 24:35 In this episode:Teddy Schleifer, @teddyschleiferEamon Javers, @EamonJaversPhil Lebeau, @LebeaucarnewsAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky 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.