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Mario Gabelli on MSG & Joseph Stiglitz on the Trump Economy 2/19/26 Feb 19, 2026

Show notes

OpenAI is nearing a $100B+ fundraise, Meta’s Mark Zuckerberg testified at a landmark social media addiction trial in California, and Andrew Mountbatten-Windsor has been arrested on suspicion of misconduct tied to Jeffrey Epstein. Legendary media investor Mario Gabelli discusses the Netflix-Paramount battle for Warner Brothers Discovery’s film and media assets. Plus, as an MSG shareholder, Gabelli weighs in on MSG’s exploration of splitting the Knicks and the Rangers. Two-time Nobel Prize-winning economist Joseph Stiglitz shares his perspective on President Trump’s economic agenda, including the impact of tariffs on inflation and consumer sentiment. Happy Birthday, Andrew!

Mario Gabelli - 12:40

Joseph Stiglitz - 27:01

In this episode:

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

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.

Baby Formula, A Tax Hike, & The Late Show 2/18/26 Feb 18, 2026

Show notes

Amazon stock has snapped a nine day losing streak, oil prices have responded to U.S.-Iran talks in Geneva, and “Late Show” host Stephen Colbert is calling out CBS for allegedly blocking the broadcast of his interview with Texas state Rep. James Talarico. The FDA is looking into the safety and supply of baby formula in America with Operation Stork Speed. Former FDA Commissioner Dr. Scott Gottlieb explains the way formula manufacturing and safety protocols work in the U.S., including why reformulation is often a complicated, expensive process. Dr. Gottlieb also weighs in on the impact that Vinay Prasad’s leadership is having on investment in health, both for vaccine research and for cell and gene therapies. Plus, NYC Mayor Mamdani has proposed a property tax hike if Governor Hochul does not pass a wealth tax in the state. Partnership for NYC CEO Steven Fulop discusses the proposal and the impact it may have on business leaders based in New York.

Steven Fulop 23:29

Dr. Scott Gottlieb 33:50

In this episode:

Steven Fulop, @StevenFulop

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

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.

The Legacy of Reverend Jesse Jackson & the Future of WBD 2/17/26 Feb 17, 2026

Show notes

In the latest chapter of the bidding war for Warner Brothers Discovery’s film and media assets, Paramount Skydance will have 7 days to submit an offer to rival Netflix’s. CNBC’s David Faber breaks down the morning’s news and the week to come. The U.S. and Iran are engaging in nuclear talks today in Geneva, and the U.S. military is at odds with Anthropic over the company’s concerns about the agency’s use of its AI Claude. Plus, mentions in the Epstein Files have prompted career decisions for media executive Casey Wasserman and Hyatt’s former executive chairman Thomas Pritzker. Then, president and CEO of National Urban League Marc Morial reflects on Reverend Jesse Jackson’s legacy, as he remembers his late friend and fellow civil rights leader.

David Faber, 11:30

Marc Morial - 22:33

In this episode:

Marc Morial, @MARCMORIAL

David Faber, @davidfaber

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.

AT&T CEO John Stankey & Treasury Sec. Bessent 2/13/26 Feb 13, 2026

Show notes

In a newsmaking interview, U.S. Treasury Secretary Scott Bessent discusses the government’s plan to incentivize whistleblower tips on fraud, money laundering, and sanctions violations following the Trump administration’s focus on federally funded social welfare programs in Minnesota. Sec. Bessent also shares his expectation that the Senate confirmation of Fed chair nominee Kevin Warsh to proceed, despite Sen. Thom Tillis’s effort to block it. Plus, at the AT&T Pebble Beach Pro-Am, Joe Kernen sits down with AT&T Chairman & CEO John Stankey to discuss the infrastructure of the future internet, including fiber optics and satellites.

Sec. Scott Bessent - 04:33

John Stankey - 33:17

In this episode:

Scott Bessent, @SecScottBessent

Joe Kernen, @JoeSquawk

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.

Fast Food Economy & America’s AI Regulation 2/12/26 Feb 12, 2026

Show notes

New York State Assemblymember Alex Bores (D) has garnered national attention for his plan to regulate AI, both in New York and across the nation. He explains his view that regulation could support American competitiveness, rather than hinder it. Restaurant Brands chairman Patrick Doyle has a unique view of consumers through the Burger King, Popeyes, and Tim Hortons brands. After years of implementing an effective tech strategy at Dominos, Doyle discusses his plans for fast food innovation. Plus, Emily Wilkins reports on the House’s vote to overturn President Trump’s tariffs on Canada, Cisco stock dropped 7% after earnings, and Corning stock is outperforming its own recent history.

Emily Wilkins - 09:28

Patrick Doyle - 21:16

Asm. Alex Bores - 29:18

In this episode:

Alex Bores, @AlexBores

Emily Wilkins, @emrwilkins

Kelly Evans, @KellyCNBC

Steve Liesman, @steveliesman

Brian Sullivan, @SullyCNBC

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.

January’s Jobs Picture & AI Disruption 2/11/26 Feb 11, 2026

Show notes

After a short delay from the brief government shutdown, the Bureau of Labor Statistics has released January’s jobs data. In a better-than-expected report, the BLS revealed 130,000 jobs added in the first month of 2026, and the agency revised numbers previously reported. CNBC’s Steve Liesman and Rick Santelli join Groundwork Collaborative’s Kitty Richards and The Heritage Foundation’s Peter St. Onge to digest the numbers and what they mean for the Fed and for politics. Plus, Ford reported its worst quarterly earnings miss in years, and innovation in AI is taking a bite out of another sector: financial services.

Jobs Panel - 16:15

In this episode:

Kelly Evans, @KellyCNBC

Robert Frank, @robtfrank

Steve Liesman, @steveliesman

Rick Santelli, @RickSantelli

Brian Sullivan, @SullyCNBC

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.

Kalshi CEO on Super Bowl Wins & NYC Housing Affordability 2/10/26 Feb 10, 2026

Show notes

Kalshi won big on Super Bowl Sunday, hosting over $1 billion in trading volumes. CEO and co-founder Tarek Mansour discusses prediction markets, insider trading concerns, and market surveillance. President Trump’s effort to limit institutional investors buying single family homes has run into snags on Capitol Hill. RXR Chairman and CEO Scott Rechler discusses the initiative, affordable housing, and NYC’s uptick in office leasing and luxury home sales. In the latest reports on big tech’s AI capital expenditures, Google parent Alphabet is looking to fund its AI spending by selling rare 100-year bonds. President Trump is reportedly aiming to get big tech firms to make a voluntary pact on data centers and energy. The President is also aiming to repeal the Obama-era legal basis for federal greenhouse gas regulation.

Scott Rechler - 13:11

Tarek Mansour - 27:55

In this episode:

Tarek Mansour, @mansourtarek_

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

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.

The Path with Becky Quick: Unlocking the Rare Genetic Code 2/10/26 Feb 10, 2026

Show notes

“Please, not that one” Adam Anderson and his wife Brianne thought near the start of their rare disease journey when a doctor listed Tay-Sachs Disease as a potential diagnosis for their young son Drew. Rarer than rare, this genetic metabolic disorder causes progressive brain and spinal cord damage that can lead, often, to death in early childhood.
80% of rare diseases have a genetic origin. Hundreds of millions of people around the world suffering from a rare disease can trace the root cause of their symptoms back to an abnormality in their genetic code. For generations, there was no way for doctors to track this. But advances in genetic testing have made it so we can unlock the secrets hidden in our DNA faster than ever before.
After losing Drew in 2019, Anderson’s life took on a new path. He ran for local office in Florida and became a leader in rare disease policy, creating a new genetic screening program allows parents of newborns to receive free whole genome sequencing at birth, putting the state at the forefront of newborn screening.
Join us in advancing awareness and understanding of rare diseases. Visit CNBC.com/Cures to access clips, resources, or to sign up for our weekly newsletter.
Follow Becky Quick on X: @BeckyQuick
Follow Adam Anderson on X: @AdamAndersonFL
Please share your thoughts or rare disease story in the comments, and join us on The Path.

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

Super Bowl Ads & GLP-1 Competition 2/9/26 Feb 09, 2026

Show notes

National Economic Council Director Kevin Hassett discusses America’s economic trajectory, including the jobs market and productivity, inflation, and President Trump’s pick for new Fed chair, Kevin Warsh. Direct-to-consumer telehealth Hims & Hers made waves last month when it announced a cheaper, compounded obesity pill similar to Wegovy. Now, after the FDA warned against compounded GLP-1s, Hims & Hers is backing off. Former FDA Commissioner Dr. Scott Gottlieb discusses competition in obesity drugs, Novo Nordisk’s lawsuit against Hims & Hers, and the importance of vaccines. Plus, the pharma and AI ads at Super Bowl LX, Japanese Prime Minister Sanae Takaichi secured a supermajority in a snap election, and CNBC’s Emily Wilkins reports on the legislative efforts to address the U.S. housing affordability crisis.

Emily Wilkins - 10:09

Kevin Hassett - 19:21

Dr. Scott Gottlieb - 30:10

In this episode:

Emily Wilkins, @emrwilkins

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

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.

5 Things to Know Before the Opening Bell 2/9/2026 Feb 09, 2026

Show notes

Hong Kong media tycoon and vocal Beijing critic Jimmy Lai has been sentenced to 20 years in prison, President Trump has reversed his position on the Nexstar-Tegna broadcast TV deal, Hims & Hers has pulled its weight loss pill claiming to compete with Wegovy’s obesity pill, Block may lay off 10% of its workforce, and Kroger could be planning to hire a former Walmart executive as its next CEO.

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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