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Oil Needs Investors and Billionaire Stock Sales 7/11/23 Jul 11, 2023

Show notes

Oil supply cuts by top exporters Saudi Arabia and Russia for August helped to lift benchmark prices, which were also supported by the U.S. dollar hitting a two-month low. Jeff Currie, Goldman Sachs global head of commodities research, discusses the state of the global energy market, why investors aren’t embracing the latest oil rally, and more. America's billionaires are cashing out and CNBC’s Robert Frank has an inside look at the executives unloading stock amid the recent market rally. Plus, the market braces for inflation data and the Hollywood writers strike continues.
In this episode:
Joe Kernen, @JoeSquawk

Melissa Lee, @MelissaLeeCNBC
Robert Frank, @robtfrank
Katie Kramer, @Kramer_Katie

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AI Avalanche, NYC Congestion Tax & Twitter Unravels 7/10/23 Jul 10, 2023

Show notes

Competitive pressure is propelling industries into the future with artificial intelligence. Alan Patricof, Primetime Partners chairperson and co-founder, discusses the state of the A.I. boom and why he thinks it’s a potential accident waiting to happen. Rep. Josh Gottheimer (D-N.J.) discusses New York City’s congestion tax, the financial impact on commuters from New Jersey, and more. User traffic on Twitter has slowed since the launch of Meta’s text-based platform Threads, which has already surpassed 100 million sign-ups since its debut last week. Plus, Janet Yellen’s visit to China and Sen. Schumer’s request for the FDA to look into PRIME, Logan Paul's high-caffeine energy drink.
In this episode:
Rep Josh Gottheimer, @RepJoshG
Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick
Zach Vallese, @zachvallese

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Following the Thread: Twitter’s Legal Threat, An Alzheimer’s Drug Approval, & AI in the Workforce 7/07/23 Jul 07, 2023

Show notes

Twitter is now accusing Facebook parent Meta of “systematic” and “unlawful misappropriation” of trade secrets following the launch of its Threads service. Max Tani, Semafor media reporter, discusses the lawsuit against Meta and why some users are unhappy with Twitter. June’s jobs report is here! The U.S. labor market might be cooling, but the Fed is likely still on track for another hike in July. In other workforce headlines, a report from Goldman Sachs suggests that AI could displace 300 million full time jobs and simultaneously boost GDP. Tsedal Neeley, Harvard Business School professor, and Jaclyn Rice Nelson, CEO of Ai consulting firm, discuss the impact of A.I. on hiring trends, how companies can implement the new technology, and more. Plus, the FDA has granted full approval to Alzheimer’s drug Leqembi, Treasury Secretary Janet Yellen is halfway through her trip to China, and Amazon CEO Andy Jassy is speaking up on his company’s long term AI strategy.

In this episode:
Max Tani, @maxwelltani
Jaclyn Rice Nelson, @tribe_ai
Tsedal Neeley, @tsedal
Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick
Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tips & New Threads 7/06/23 Jul 06, 2023

Show notes

Meta has officially debuted its Twitter-like messaging app “Threads,” which the company is pitching as Instagram’s “text-based conversation app.” Just sixteen hours after launch, the social network had surpassed 30 million signups. Joanna Stern, Wall Street Journal senior personal technology columnist, discusses the launch of Threads and the challenge it poses to Twitter. 30% of Americans think tipping culture is “out of control,” according to a new survey. Joe Kernen, Becky Quick, and Andrew Ross Sorkin debrief on when they’re tipping–and how much. Shake Shack founder Danny Meyer weighs in on tipping, too; the Union Square Hospitality Group founder and executive chairman explains his perspective on tips, the labor market, and the state of the consumer. Plus, hedge funder Bill Ackman has changed his mind about vaccines.
In this episode:
Joanna Stern, @JoannaStern

Danny Meyer, @dhmeyer
Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Becky Quick, @BeckyQuick
Cameron Costa, @CameronCostaNY

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Social Media Politics with Walter Isaacson 7/05/23 Jul 05, 2023

Show notes

A U.S. federal judge has restricted some government agencies and officials from communicating with social media companies to discuss content. Twitter has implemented usage limits on its platform, and Meta has announced Threads, a Twitter competitor available through Instagram. Writer Walter Isaacson, currently in the middle of biographing Elon Musk, discusses the role of social media in politics, Elon Musk’s role in news and democracy, and Musk’s leadership, both at Twitter and at Tesla. Plus, CEOs at Pinterest, Peloton, and Hertz are raking in over $100 million a year–more than Apple’s CEO Tim Cook.

In this episode:

Walter Isaacson, @WalterIsaacson

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Courtney Reagan, @CourtReagan
Katie 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 Weekend Travel, IPO Market Openings, & an LGBTQ+ Community’s Golden Years 7/3/23 Jul 03, 2023

Show notes

As thousands of holiday weekend travelers faced flight delays and cancellations, United Airlines CEO Scott Kirby boarded a private jet to keep his schedule on track. After facing backlash from frustrated passengers, he’s issued an apology. Hollywood SAG-AFTRA actors are in contract negotiations, temporarily postponing a potential strike. Plus, CNBC’s Phil LeBeau reports, Tesla has over delivered this quarter, and AI-generated fake news has placed SEC Chair Gary Gensler in the headlines. As we kick off the second half of the year, Nasdaq’s Head of Listings Karen Snow says, 2H might see a decent number of public market debuts–more, at least, than the last six months. Plus, in a special conversation exclusive to Squawk Pod, CNBC’s Senior Personal Finance Correspondent Sharon Epperson discusses the value of an ‘aging plan’ for legal and financial affairs particularly for members of the LGBTQ+ community. She recounts her visit to a 55+ LGBTQ cohousing community in North Carolina, and shares what her reporting revealed about aging with dignity.

In this episode:

Sharon Epperson, @Sharon_Epperson

Phil Lebeau, @Lebeaucarnews

Joe Kernen, @JoeSquawk
Melissa Lee, @MelissaLeeCNBC

Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TikTok Lawsuits, Intern Paydays, & IPO, or No? 6/30/23 Jun 30, 2023

Show notes

Grimace and his purple McDonald’s milkshake have gone viral on TikTok, and New York Times reporter Sapna Maheshwari discusses all the TikTok headlines, including the TikTok-funded lawsuit from users in Montana, railing against the state’s recent ban. Some of Wall Street’s interns are getting paid as much as $150 an hour, this summer. New York Post reporter Lydia Moynihan says it's part of finance’s pitch to young talent, when competing with less lucrative, but more fun tech jobs. Plus, as the first half of the year comes to a close, the Nasdaq is up nearly 30%, the SEC has concerns about the growing push for spot bitcoin ETFs, Virgin Galactic completed its first commercial space flight, the IPO window has cracked back open, and Shein is denying rumors of its own public listing.

In this episode:

Lydia Moynihan: @LJMoynihan

Sapna Maheshwari, @sapna

Joe Kernen, @JoeSquawk
Melissa Lee, @MelissaLeeCNBC

Katie 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 Weekend Headaches & LGBTQ+ Allyship in Corporate America 6/29/23 Jun 29, 2023

Show notes

As July 4th weekend kicks off, air travelers are faced with flight delays and cancellations across the country. CNBC’s Phil LeBeau reports on flight disruptions from the Denver airport during the busiest travel week since before the pandemic. Former FAA Acting Administrator Billy Nolen discusses the issues leading to so many disruptions, including staffing, weather, and visibility. Rounding out Pride Month, GLAAD President Sarah Kate Ellis discusses LGBTQ+ allyship among American companies, and suggests that suffering sales at Bud Light and Target may track back to the LGBTQ community withholding their spending power, taking a stand against fairweather allies. Plus, Yankee Domingo German has pitched a perfect game, Bidenomics is the opposite of Reaganomics, and US banks have passed their stress tests.

In this episode:

Joe Kernen, @JoeSquawk
Melissa Lee, @MelissaLeeCNBC

Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Katie 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.

DoorDash Delivers App Changes & Paul Ryan Speaks on Bidenomics 6/28/23 Jun 28, 2023

Show notes

President Joe Biden will tout his economic agenda in remarks today as he campaigns for a second term. The president’s plan, which the White House dubbed “Bidenomics,” aims to “move beyond” the “trickle down” economic theory that it says disproportionately benefits the wealthy and big corporations. Former House Speaker Paul Ryan discusses the state of the U.S. economy, whether ‘Bidenomics’ is working, and the Fed’s inflation fight. DoorDash co-founder and CEO Tony Xu discusses the most significant app revamp in company history, including changes to how delivery workers get paid. Severe weather and staffing shortfalls have prompted thousands of flight delays and cancellations since the weekend. Plus, Costco is cracking down on shoppers who are using other people’s membership cards.
In this episode:
Tony Xu, @t_xu @DoorDash

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Investor’s Bible with Seth Klarman 6/27/23 Jun 27, 2023

Show notes

In 1934, professors Benjamin Graham and David Dodd published the intellectual foundation for investors everywhere: Security Analysis. In the decades since, investors have returned to this “bible” of investing; today, founder of the Baupost Group Seth Klarman is publishing a 7th edition of the iconic book. Klarman’s first book on investing, the 1991 “Margin of Safety,” is a collector’s item, with individual copies selling for about $1500 on eBay. In this very rare interview, Klarman shares his philosophy on investing, his take on bitcoin, the Federal Reserve, and the prospect of recession, as well as tips for what not to do in today’s market.

In this episode:

Andrew Ross Sorkin, @andrewrsorkin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Cameron Costa, @CameronCostaNY

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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