Squawk Pod
1,282 episodes - English - Latest episode: 3 days ago - ★★★★ - 450 ratingsSquawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.
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Episodes
Labor Market Shifts: Flight Attendants & AI in Engineering 02/15/24
February 15, 2024 17:32 - 26 minutes - 24.2 MBThousands 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 ...
SEC Chair Gary Gensler on AI & Crypto Risks 02/14/24
February 14, 2024 17:18 - 37 minutes - 34 MBA 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 th...
To the Top Office, & Beyond: Expedia CEO & “Life After Power” for U.S. Presidents 02/13/24
February 13, 2024 16:49 - 27 minutes - 25 MBExpedia’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 ...
Super Bowl Ad Winners & Elon Musk’s Regulator Run-Ins 02/12/24
February 12, 2024 16:59 - 35 minutes - 32.1 MBElon 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 trackin...
The S&P at 5,000, AI (& Super Bowl) Chips, & President Biden’s Rebuttal 02/09/24
February 09, 2024 17:16 - 39 minutes - 36.2 MBPresident 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 trend...
Bonus Episode: Google CEO Sundar Pichai 02/08/24
February 08, 2024 18:43 - 28 minutes - 25.8 MBIn 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, @sundar...
Disney CFO Hugh Johnston: New Movies, New Investments, & A New Sports Strategy 02/08/24
February 08, 2024 17:26 - 27 minutes - 25.4 MBDisney’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 - 02:1...
A Big Play for Sports & the Fed’s Wait-and-See Strategy 02/07/24
February 07, 2024 17:26 - 35 minutes - 32.3 MBDisney-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 sign...
‘Too Rich’ Stocks Are Going Down: Leon Cooperman’s 2024 Market Take 02/06/24
February 06, 2024 17:32 - 34 minutes - 31.7 MBBillionaire 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. ...
CNBC SPECIAL: China's Corporate Spy War Part 3
February 06, 2024 11:10 - 21 minutes - 20 MBEpisode 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 J...
CNBC SPECIAL: China's Corporate Spy War Part 2
February 06, 2024 11:05 - 16 minutes - 14.8 MBEpisode 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 ...
CNBC SPECIAL: China’s Corporate Spy War Part 1
February 06, 2024 11:00 - 11 minutes - 10.9 MBEpisode 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...
A Bipartisan Border Bill, Strikes in the Middle East, & Paul Tudor Jones Congratulates the JUST 100 2/5/24
February 05, 2024 17:31 - 44 minutes - 40.7 MBSenators 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 ...
Is the Apple Vision Pro Worth $3,500? Plus, Tee Time with AT&T CEO John Stankey 02/02/24
February 02, 2024 17:01 - 32 minutes - 30.2 MBBecky 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...
Facebook Whistleblower on Social Media Safety, Frank Luntz Polls Discontent Biden Voters 02/01/24
February 01, 2024 17:01 - 28 minutes - 26.3 MBCEOs 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 W...
Musk’s Pay Package Shock, AI Job Jitters, & Starbucks Cold Drinks, Heating Up 01/31/24
January 31, 2024 17:12 - 27 minutes - 25.3 MBA 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 ou...
Billionaire Donors to DC, Neuralink’s Human Implant, & Fed’s-pectations 01/30/24
January 30, 2024 16:59 - 25 minutes - 23.8 MBThe 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 Wal...
The Race with Nikki Haley, & AI Deals with FTC Chair Lina Khan 01/29/24
January 29, 2024 16:40 - 37 minutes - 34.3 MBPresidential 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 co...
LNG Exports Paused, Maui Recovering, & Dwyane Wade Podcasting 01/26/24
January 26, 2024 16:48 - 32 minutes - 30.1 MBNBA 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 admi...
A Miss from Tesla, Hope from GDP, & Layoffs from Tech Firms 01/25/24
January 25, 2024 17:42 - 36 minutes - 33.9 MBGDP 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...
Boeing in DC, Haley Headed to Her Home State, & an Oura Ring Rival 01/24/24
January 24, 2024 17:00 - 37 minutes - 34 MBNikki 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...
Alibaba’s Boost, New Hampshire’s Governor & United’s CEO 01/23/24
January 23, 2024 17:04 - 27 minutes - 25.4 MBThe 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 effec...
A Primary Dropout, An AI Future, & the NFL Money-’Lions’ 01/22/24
January 22, 2024 16:38 - 29 minutes - 27.2 MBFlorida 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 ahe...
Squawk Pod Reports from Davos: Coca-Cola’s James Quincey 01/19/24
January 19, 2024 18:45 - 15 minutes - 14.3 MBIn 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 ...
Squawk Pod Reports from Davos: Bank of America’s Brian Moynihan 01/19/24
January 19, 2024 18:42 - 14 minutes - 13 MBIn 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, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
Squawk Pod Reports from Davos: Goldman Sachs’s David Solomon 01/19/24
January 19, 2024 15:53 - 18 minutes - 16.8 MBIn 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 hi...
Squawk Pod Reports from Davos: Diane von Furstenberg 01/18/24
January 18, 2024 18:58 - 8 minutes - 8.03 MBIn 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. ...
Squawk Pod Reports from Davos: Palantir’s Alex Karp 01/18/24
January 18, 2024 18:50 - 19 minutes - 17.8 MBIn 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...
Squawk Pod Reports from Davos: Morgan Stanley’s Ted Pick 01/18/24
January 18, 2024 17:23 - 14 minutes - 13.2 MBIn 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 f...
Squawk Pod Reports from Davos: Blackstone’s Steve Schwarzman 01/17/24
January 17, 2024 18:55 - 12 minutes - 11.7 MBIn 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, Schwarzma...
Squawk Pod Reports from Davos: JPMorgan Chase CEO Jamie Dimon 01/17/24
January 17, 2024 17:27 - 27 minutes - 25.3 MBIn 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 p...
Squawk Pod Reports from Davos: U.S. Secretary of State Antony Blinken 01/17/24
January 17, 2024 16:18 - 24 minutes - 22.6 MBIn 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, Sec...
Squawk Pod Reports from Davos: General Atlantic’s Bill Ford 01/17/24
January 17, 2024 14:06 - 11 minutes - 11 MBIn 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 B...
Squawk Pod Reports from Davos: Intel CEO Pat Gelsinger 01/16/24
January 16, 2024 18:09 - 14 minutes - 13.7 MBIn 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...
Squawk Pod Reports from Davos: Bridgewater Founder Ray Dalio 01/16/24
January 16, 2024 17:44 - 14 minutes - 13.6 MBIn 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 ...
Bill Ackman on Antisemitism, Stakeholder Activism, and Harvard’s Future 01/12/24
January 12, 2024 18:02 - 44 minutes - 40.8 MBPershing 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, h...
ARK’s Cathie Wood & Grayscale’s Michael Sonnenshein on Bitcoin’s Big Win 01/11/24
January 11, 2024 17:41 - 26 minutes - 24.6 MBAfter 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 approv...
The Nuts & Bolts of Boeing’s Safety Checks & X Marks the (False) Spot 01/10/24
January 10, 2024 17:15 - 28 minutes - 26.2 MBAs 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 decad...
The DEI Push, Pushed Back, & Kevin McCarthy’s Vision for the GOP 01/09/24
January 09, 2024 17:05 - 34 minutes - 31.2 MBKevin 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-grounde...
Boeing’s Fuselage Failure & Elon Musk’s Extracurriculars 01/08/24
January 08, 2024 16:47 - 30 minutes - 28 MB171 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 ex...
Good News & Bad Vibes: Jobs, EVs, & American Sentiment 01/05/24
January 05, 2024 17:00 - 38 minutes - 35.1 MBThe 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...
Weight Loss Drugs Go DTC & the Santa Claus Rally Stumbles 01/04/24
January 04, 2024 17:00 - 34 minutes - 31.3 MBEli 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 proble...
Shareholder Proxy Fights: Harvard’s Campus & Disney’s Boardroom 01/03/24
January 03, 2024 16:48 - 33 minutes - 30.2 MBClaudine 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 P...
A 2024 “Unity Ticket” & the Road Ahead for Weight Loss Drugs 01/02/24
January 02, 2024 16:57 - 28 minutes - 26.5 MB2024 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 202...
Cracking the iPhone Thieves & NBA Star Iggy’s Next Score: Venture Capital 12/29/23
December 29, 2023 18:00 - 29 minutes - 26.9 MBGoogle 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 chai...
Vail’s Slopes, Youth Sports, & An AI Lawsuit 12/28/23
December 28, 2023 18:04 - 32 minutes - 29.6 MBThe 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 W...
Glitter Bombs & Subscription Boxes with Mark Rober 12/27/23
December 27, 2023 18:39 - 30 minutes - 27.7 MBNASA 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 i...
Holiday Hauls: Airlines, Apple, & Meta 12/26/23
December 26, 2023 18:50 - 33 minutes - 30.9 MB7.5 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 g...
Tracking Santa’s Sleigh Ride This Weekend 12/22/23
December 22, 2023 17:57 - 32 minutes - 29.3 MBThe 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 C...
Up in the Air: Media Mergers, Fed Policies, & Apple Watches 12/21/23
December 21, 2023 17:41 - 37 minutes - 34.4 MBMarkets 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....