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Scott Bessent From Beijing 5/14/26 May 14, 2026

Show notes

The U.S. and China are opening a new chapter in artificial intelligence talks. Treasury Secretary Scott Bessent joins our Joe Kernen to discuss AI, trade, oil prices and more. Bessent argues the U.S. is negotiating from a position of strength, as the Trump administration weighs chip export rules and the future of Nvidia sales to China. Plus, CNBC’s Eamon Javers breaks down President Trump’s visit to Beijing for a high-stakes summit with Chinese President Xi Jinping. The leaders are tackling trade, technology, and Taiwan.

Eamon Javers - 3:34

Sec. Scott Bessent - 10:32

In this episode:

Sec. Scott Bessent, @SecScottBessent

Eamon Javers, @eamonjavers

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

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.

President Trump Goes to China 5/13/26 May 13, 2026

Show notes

President Donald Trump has landed in Beijing for a highly anticipated two-day summit with Chinese President Xi Jinping. CNBC’s Eamon Javers reports on the stakes for trade, diplomacy, and U.S.-China relations. Bob Hormats, former Goldman Sachs International vice chairman and former Under Secretary of State, shares his perspective on the meeting and the state of the relationship between the two global powers. Plus, Tech Journalist Joanna Stern discusses her new book, “I Am Not a Robot,” and what she learned after letting AI control her life for a year.

Eamon Javers 3:53

Robert Hormats 16:03

Joanna Stern 28:25

In this episode:

Joanna Stern, @joannastern

Eamon Javers, @eamonjavers

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

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.

Ron Baron’s Multi-Billion Dollar Bet on Elon Musk 5/12/26 May 12, 2026

Show notes

Longtime Tesla and SpaceX bull Ron Baron is on set for an extended, exclusive interview. Baron, whose $55B AUM relies heavily on Elon Musk, discusses his faith in the world’s richest man. Plus, eBay has rejected GameStop’s bid to buy it, a cohort of U.S. CEOs are accompanying President Trump on his trip to Beijing, and CNBC’s Dan Murphy reports on the state of the conflict in Iran after President Trump said the U.S. ceasefire is “on life support.”

Dan Murphy - 6:27

Ron Baron - 16:40

In this episode:

Dan Murphy, @dan_murphy

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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 Hantavirus Risk with Dr. Scott Gottlieb 5/11/26 May 11, 2026

Show notes

President Trump has rejected Iran’s counteroffer in the effort to end the war. In the UAE, CNBC’s Dan Murphy reports on the negotiations and the energy prices hanging in the balance. In Beijing, CNBC’s Eunice Yoon awaits the arrival of President Trump–and tech leaders–for a meeting with President Xi. In the U.S., hantavirus patients have arrived in Nebraska. Former FDA Commissioner Dr. Scott Gottlieb discusses the risks of the illness, as well as the rumored potential departure of current FDA commissioner Dr. Marty Makary. Ed Yardeni discusses the market records, despite geopolitical headwinds.

Dan Murphy - 04:28

Eunice Yoon - 12:58

Ed Yardeni - 19:00

Dr. Scott Gottlieb - 35:30

In this episode:

Eunice Yoon, @onlyyoontv

Dan Murphy, @dan_murphy

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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.

“Weapons of Mass Disruption” with NYT’s Tom Friedman 5/8/26 May 08, 2026

Show notes

Pulitzer Prize-winning New York Times columnist Tom Friedman discusses the geopolitics at play in the AI revolution, including President Trump’s upcoming meeting with President Xi. Friedman is calling for collaboration–even an arms deal, of sorts–between the two nations on the topic of artificial intelligence. Plus, CNBC’s Dan Murphy is in Dubai reporting on the war in Iran, and Anthropic could be nearing a valuation larger than OpenAI’s.

Dan Murphy 2:32

Tom Friedman 16:55

In this episode:

Dan Murphy, @dan_murphy

Steve Liesman, @steveliesman

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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.

Paul Tudor Jones with an AI Outlook 5/7/26 May 07, 2026

Show notes

Legendary investor Paul Tudor Jones shares his market outlook, comparing today’s market environment with that of autumn, 1999. Fresh off an intimate AI conference, he relays some of his biggest takeaways about AI opportunity, regulation, and dangers. Paul Tudor Jones, the founder of the Robin Hood Foundation, also looks ahead to the upcoming gala. Plus, Anthropic says it saw 80-fold growth in the first quarter on an annualized basis, and jet fuel prices could take a toll on politicians in the midterm elections.

Paul Tudor Jones 12:11

In this episode:

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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.

Driverless Cars with Uber CEO, AI with Anthropic & JPMorgan 5/6/26 May 06, 2026

Show notes

Proposals to end the war in Iran could be coming soon, but President Trump has warned of escalation if Iran does not agree to those proposals. CNBC’s Dan Murphy reports on the morning’s major geopolitical news. The Treasury Department is considering adding stock ownership to Trump accounts for kids, and Citadel CEO Ken Griffin is expanding his firm’s footprint in Miami amid a spat with NYC Mayor Mamdani. Uber CEO Dara Khosrowshahi discusses his company’s Q1 results and his vision for the platform: autonomous vehicles, delivery, and travel. Plus, Andrew recaps his conversation with JPMorgan CEO Jamie Dimon and Anthropic CEO Dario Amodei, covering the government’s role in AI innovation and competition with China.

Dan Murphy - 02:30

Dara Khosrowsahi - 14:48

Steve Liesman - 31:30

In this episode:

Dara Khosrowshahi, @dkhos

Dan Murphy, @dan_murphy

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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.

A Financial “Super App” & Met Gala Moments 5/5/26 May 05, 2026

Show notes

Robinhood CEO Vlad Tenev discusses his platform’s support for Trump Accounts, as well as his ambition to build a “financial super app.” CNBC’s Diana Olick reports on the effort to build a distributed network of small data centers attached to residential homes, and CNBC’s Dan Murphy is in the United Arab Emirates, reporting on the latest escalations in the region. Plus, Andrew Ross Sorkin and Melissa Lee recap their newsy interview with Gamestop CEO Ryan Cohen, and E! host Keltie Knight recalls the highlights of the Met Gala’s big fashion and money moments.

Dan Murphy - 02:55

Diana Olick - 15:53

Vlad Tenev - 21:43

Keltie Knight - 40:02

In this episode:

Vlad Tenev, @vladtenev

Diana Olick, @DianaOlick

Dan Murphy, @dan_murphy

Andrew Ross Sorkin, @andrewrsorkin

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.

Gamestop CEO Ryan Cohen on His Bid for eBay 5/4/26 May 04, 2026

Show notes

In an exclusive interview, Gamestop CEO Ryan Cohen fields questions about his proposed and unsolicited deal to buy eBay for $55.5 billion. Andrew Ross Sorkin, Becky Quick, Melissa Lee, and Mike Santoli bring up concerns about the financing calculus, given Gamestop’s current market cap and balance sheet. Becky Quick wraps up an eventful weekend at the Berkshire Hathaway Annual Shareholder Meeting in Omaha, and Andrew discusses the latest OpenAI headlines with founder and editor-in-chief of The Information, Jessica Lessin.

Ryan Cohen - 20:27

Jessica Lessin - 38:38

In this episode:

Ryan Cohen, @ryancohen

Jessica Lessin, @jessicalessin

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Melissa Lee, @MelissaLeeCNBC

Michael Santoli, @michaelsantoli

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.

Berkshire Hathaway 2026 Annual Meeting: Part 3 5/3/26 May 03, 2026

Show notes

In the third and final episode from the Berkshire Hathaway Annual Meeting in Omaha, CEO Greg Abel takes the second Q&A session alongside BNSF Railway CEO Katie Farmer and Adam Johnson, CEO of NetJets and President of Berkshire’s consumer products, services, and retailing businesses. Together, the three address questions about the future of Berkshire’s subsidiaries, the current inflation environment, and much more. And finally, CNBC’s Becky Quick and Mike Santoli recap the busy day with highlights from both Q&A sessions and Becky’s interview with Warren Buffett.

For more Berkshire Hathaway coverage: https://www.cnbc.com/2026/05/02/warren-buffett-berkshire-hathaway-annual-meeting-2026-live-updates.html

For past Berkshire Hathaway annual shareholder meetings: https://buffett.cnbc.com/annual-meetings/

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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