Squawk Pod

Latest Episodes:

Bye, Bye, (Twitter) Birdie & Weekend Viewing: Soccer Goals & Box Office Booms 7/24/23 Jul 24, 2023

Show notes

“Barbie” and “Oppenheimer” both blew past expectations for their opening weekend in theaters. Variety Executive Editor Brent Lang discusses the box office blowout and the Hollywood strikes that could stall any other big openings for months. The Women’s World Cup garnered millions of weekend views too, as did Lionel Messi in his Major League Soccer debut in Miami. Bruin Capital CEO and sports business executive George Pyne says, it’s America’s moment with a different “football.” Plus, CNBC’s Sharon Epperson discusses workplace inclusion in honor of Disability Pride Month, and Elon Musk is bidding farewell to Twitter as we know it.

In this episode:

George Pyne, @GFPyne

Brent Lang, @BrentALang

Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Joe Kernen, @JoeSquawk
Sharon Epperson, @Sharon_Epperson

Cameron Costa, @CameronCostaNY

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‘Barbenheimer’ Begins 7/21/23 Jul 21, 2023

Show notes

“Barbie” and “Oppenheimer” are here! Paul Dergarabedian, Comscore senior media analyst, previews the box office double feature sparking memes, merch, and unprecedented hype. He shares his expectations from both films in what could be Hollywood’s most anticipated opening weekend of the year. Head of US Telecom Jonathan Spalter discusses the fallout from The Wall Street Journal’s investigation into decades-old lead-clad cables from AT&T and other carriers potentially contaminating public spaces across the United States. US Telecom is a national trade association representing AT&T, Verizon, and other carriers and tech companies, and it’s the latest Squawk Pod conversation following the lead-wrapped cables in Lake Tahoe. Plus, the Nasdaq is ready for a reset, and Google co-founder Sergey Brin is re-inspire u d by his workplace, courtesy of AI.
In this episode:
Jonathan Spalter, @USTelecom
Paul Dergarabedian, @PDergarabedian
Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Joe Kernen, @JoeSquawk
Katie Kramer, @Kramer_Katie

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The Lead Cable Selloff & Restricting Chip Sales to China 7/20/23 Jul 20, 2023

Show notes

AT&T's legacy telephone network may have nearly 200,000 miles of lead-covered cables, according to an estimate by AT&T submitted in a court filing. Tom Neltner, Environmental Defense Fund senior director of safer chemicals, discusses the latest in the toxic lead cable investigation, the exposure fallout for telecom companies, the harmful effects of lead exposure, and more. Executives from top U.S. semiconductor companies are raising their concerns about the Biden administration’s attempts to curb the sales of advanced chips to China. Chris Miller, Author of “Chip War” & Tufts University Associate Professor of International History, discusses the additional restrictions on exports and how they are being used in artificial intelligence applications. Plus,Tesla shares are falling after a disappointing earnings call and Apple is reportedly developing its own AI large language model internally.
In this episode:
Chris Miller, @crmiller1
Phil LeBeau, @Lebeaucarnews

Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Joe Kernen, @JoeSquawk
Katie Kramer, @Kramer_Katie

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FTC & DOJ Trustbusting, & Lead-Wrapped Cables in Lake Tahoe 7/19/23 Jul 19, 2023

Show notes

The Federal Trade Commission and the Department of Justice have released new merger guidelines. Despite recent legal setbacks, the regulators are forging ahead on their vision for antitrust policy in the U.S. Department of Justice Assistant Attorney General for the Antitrust Division Jonathan Kanter explains his vision for antitrust regulation. Plus, AT&T has responded to a report on its lead-wrapped cables in Lake Tahoe, and famed authors are taking issue with AI.

In this episode:

Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Katie Kramer, @Kramer_Katie

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BlackRock’s New Board Member & Ben McKenzie, a Bitcoin Bear 7/18/23 Jul 18, 2023

Show notes

BlackRock has named Saudi Aramco CEO Amin Nasser to its board, a surprise move the company says will give it ‘a unique perspective’ on key issues. Jeff Sonnenfeld, Yale School of Management senior associate dean for leadership studies, discusses the decision and its impact on BlackRock’s ESG goals. ‘The OC’ actor and ‘Easy Money’ author Ben McKenzie explains his bitcoin pessimism, highlighting the risks and norms within the crypto industry. Plus, Warren Buffet’s Berkshire Hathaway has dumped a significant portion of its stake in Activision Blizzard as Microsoft’s deal to buy the video game company edges closer to the finishing line.
In this episode:
Ben McKenzie, @ben_mckenzie

Jeffrey Sonnenfeld, @JeffSonnenfeld

Andrew Ross Sorkin, @andrewrsorkin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Katie Kramer, @Kramer_Katie

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Hollywood’s Drama & Twitter’s Balance Sheet 7/17/23 Jul 17, 2023

Show notes

Elon Musk has revealed that Twitter is still cash flow negative. Musk’s biographer, famed author Walter Isaacson offers his insight into the Tesla chief after spending the past three years studying him up close, for his latest book. Isaacson explains Musk’s love for Twitter, his engineering expertise, and what he calls the Musk’s “demon mode.” Wheat prices are popping, Threads usership is waning, and actors are striking. But the SAG-AFTRA drama isn’t dampening the action at the summer box office.

In this episode:

Andrew Ross Sorkin, @andrewrsorkin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Katie Kramer, @Kramer_Katie

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Threads & AI with Gary Vee, & Airline Pressures with Pete Buttigieg 7/14/23 Jul 14, 2023

Show notes

Internet entrepreneur Gary Vaynerchuk is on Threads–and Twitter, and YouTube. A media marketing expert, Gary Vee weighs in on Meta’s newest social media project and what’s to blame for toxic content across the internet. He considers the impact of AI on the labor force and explains his optimism about technology. Transportation Secretary Pete Buttigieg discusses recent flight delays and cancellations across the country, as well as national infrastructure and his own efforts to curb inflation through the supply chain. Plus, the markets are closing out a strong week while Hollywood goes dark amid an actor strike.

In this episode:

Gary Vaynerchuk, @garyvee

Pete Buttigieg, @SecretaryPete

Joe Kernen, @JoeSquawk

Melissa Lee, @MelissaLeeCNBC

Klaire Odumody, @klairemarie

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FTC’s Lina Khan Heads to the Hill & #BarbieCore 7/13/23 Jul 13, 2023

Show notes

A federal judge rejected the Federal Trade Commission’s effort to block Microsoft’s acquisition of Activision Blizzard, another blow to chair Lina Khan’s agenda for the regulator. House Judiciary Committee Chair Rep. Jim Jordan (R-Ohio) shares his concerns about the agency’s efforts and discusses the questions he’ll be asking Khan when she sits before the committee today. Plus, recent economic and jobs data suggest a slowing labor market and cooling inflation, Pepsi and Delta are kicking off this earnings season, and Barbie has taken over. CNBC’s Courtney Reagan reports on the massive merchandising movement accompanying the Barbie movie’s release.
In this episode:
Joe Kernen, @JoeSquawk

Kelly Evans, @KellyCNBC

Courtney Reagan, @CourtReagan

Klaire Odumody, @klairemarie

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Squawk Pod Reports: Disney CEO Bob Iger 7/13/23 Jul 13, 2023

Show notes

In this exclusive interview, Squawk on the Street's David Faber spoke with Disney CEO Bob Iger from Sun Valley, ID. They discussed the state of the company, Iger’ retirement and contract extension, business growth opportunities, and more.
In this episode:
Joe Kernen, @JoeSquawk

David Faber, @davidfaber
Katie Kramer, @Kramer_Katie

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Inflation Breakdown, Microsoft’s Victory over FTC & Weight-Loss Drug Probe 7/12/23 Jul 12, 2023

Show notes

Inflation rose just 0.2% in June, less than expected as consumers get a break from price increases. CNBC’s Rick Santelli and Mike Santoli were joined by Manhattan Institute’s Allison Schrager and Economist Betsey Stevenson to help break down June's CPI data. A federal judge in San Francisco has denied the FTC’s motion to stop Microsoft from completing its acquisition of Activision Blizzard. Jamillia Ferris, former DOJ & FCC antitrust official and partner at Freshfields’ antitrust, competition and trade group, discusses the state of the Microsoft-Activision deal. Jared Holz, Mizuho Securities healthcare sector specialist, discusses news of EU regulators expanding its review of drugs used to treat obesity and diabetes after reports or some patients experience suicidal thoughts.
In this episode:
Rick Santelli, @RickSantelli
Allison Schrager, @AllisonSchrager
Betsey Stevenson, @BetseyStevenson
Michael Santoli, @michaelsantoli
Jared Holz, @MizuhoAmericas
Joe Kernen, @JoeSquawk