Squawk Pod

Latest Episodes:

Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve Sep 30, 2026

Show notes

One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe.
Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman

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Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 Sep 29, 2026

Show notes

As tech titans head to the White House for a meeting, Speaker Mike Johnson (R-LA) discusses his expectations for the meeting, the future of AI guardrails, and the upcoming midterm elections. Senator Elizabeth Warren (D-MA) is zeroing in on big tech’s tax breaks and the AI data center build out. SEC Chairman Paul Atkins responds to Anthropic’s “existential risk to humanity” in its IPO prospectus. Chair Atkins underscores his own mission to keep America’s IPO market strong.

Paul Atkins - 08:30

Speaker Mike Johnson - 20:26

Sen. Elizabeth Warren - 38:35

In this episode:

Paul Atkins, @SECPaulAtkins

Rep. Mike Johnson, @SpeakerJohnson

Sen. Elizabeth Warren, @SenWarren

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26 Sep 28, 2026

Show notes

In an extended interview, Nvidia CEO Jensen Huang explains the company’s newest AI safety software–part of an effort to create a modern web browser for AI. Huang makes the case to innovate and understand technology before attempting to regulate it. Then, former Disney CEO Bob Chapek unveils his memoir, “Inside the Castle Walls: My Thirty Years at the Happiest Place on Earth.” Chapek recounts his long career at Disney and his tumultuous two and a half years as CEO, before being replaced by the very leader he succeeded: Bob Iger. Chapek reflects on the dramatic and disappointing end to his tenure. Plus, Bill Gates has issued another warning on AI.

Jensen Huang - 09:32

Bob Chapek - 38:36

In this episode:

Jensen Huang, @JensenHuang

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 Sep 25, 2026

Show notes

U.S. Ambassador to China David Perdue has been in the room during the summit and state dinner between President Trump and President Xi this week. Amb. Perdue discusses the evolving relationship between the two leaders, bilateral trade, Iran, Taiwan, and the potential of U.S.-China collaboration on AI. Plus, Ark Invest CIO and CEO Cathie Wood shares her outlook, as shared in her latest investor letter. A Tesla, SpaceX, Coinbase, Kalshi, and Robinhood investor, Wood discusses her bets on the future of tech.

Megan Cassella - 02:33

Amb. David Perdue - 15:03

Cathie Wood - 30:41

In this episode:

Cathie Wood, @CathieDWood

Megan Cassella, @mmcassella

Joe Kernen, @JoeSquawk

Kelly Evans, @KellyCNBC

Cameron Costa, @CameronCostaNY

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Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 Sep 24, 2026

Show notes

Meta’s Muse Charm launch has prompted a surge in Meta stock as investors consider the wider implications of a device to harness AI. Media and tech watching Rich Greenfield discusses the gravity of this moment in the AI revolution and the value it could create for Meta shareholders. AOL co-founder Steve Case weighs in on the liability and regulatory issues that arise in a tech revolution. Plus, China’s President Xi Jinping is visiting the U.S. for the first time in 11 years, and the 30-year Treasury bond yield has hit its highest level since 2004, as investors weigh the likelihood of another rate hike from the Fed.

Rich Greenfield - 17:00

Steve Case - 27:20

In this episode:

Rich Greenfield, @RichLightShed

Joe Kernen, @JoeSquawk

Kelly Evans, @KellyCNBC

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.

Socialism Vs. Capitalism & Diesel Exports 9/23/26 Sep 23, 2026

Show notes

As support for Democratic Socialists grows around the country, the U.S. Chamber of Commerce has launched a “Free Enterprise Express” bus tour to educate Americans on free market capitalism. President and CEO of the Chamber Suzanne Clark discusses the marketing of capitalism and its support–and frustrations–across the nation. Rep. Ro Khanna (D-California) discusses the fractures within his own party, including the rising popularity of DSA and growing discontent with the billionaires in his own district, Silicon Valley. Plus, President Trump said he’s in support of a full or partial ban on diesel exports, Treasury Secretary Scott Bessent could be the next White House AI czar, and the Trump administration has removed about 760,000 Obamacare enrollments, alleging fraud.

Rep. Ro Khanna - 14:59

Suzanne Clark - 31:39

In this episode:

Ro Khanna, @RepRoKhanna

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 Sep 22, 2026

Show notes

Outspoken investor, philanthropist and Home Depot founder Ken Langone is Squawk Box’s special guest. In an extended conversation, he discusses the consumer economy, his favorite stocks, and the intersection of business and politics. Langone joins a spirited discussion with Sen. Peter Welch (D-VT), looking ahead to the midterms and suggests he’s willing to pay higher taxes. Skybridge founder Anthony Scaramucci diagnoses the rise of President Trump to a few key moments in recent economic history. Plus, Paramount has paved a path to merge with Warner Brothers Discovery, east coast airports suffered disruptions as UNGA began, Jamie Dimon has commented on the global markets and Meta’s new AI agent takes off.

Anthony Scaramucci - 12:49

Ken Langone - 28:19

Sen. Peter Welch - 41:55

In this episode:

Anthony Scaramucci, @Scaramucci

Sen. Peter Welch, @SenPeterWelch

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 Sep 21, 2026

Show notes

Treasury Secretary Scott Bessent is fresh off a meeting with China’s Vice Premier He Lifeng, just a few days before the meeting between President Trump and President Xi this week. Sec. Bessent shares takeaways from his own meeting, including his perspective on AI competition between the U.S. and China and the regulatory responsibility of AI developers. Plus, Sec. Bessent discusses the Federal Reserve’s latest rate hike and President Trump’s decision to revoke credentials from CNN, MS Now, and Politico journalists in the White House press pool. CNBC’s Eamon Javers reports on the joint lawsuit CNN, MS Now, and Politico filed against the Trump administration in response. In a discussion about AI safety and ethics, Stuart Russell, University of California at Berkeley professor and president of the International Association for Safe and Ethical AI, considers the likelihood of maintaining control of AI as it grows more capable. Nvidia CEO Jensen Huang has dismissed many AI concerns as “doomsday narratives.”

Eamon Javers - 03:56

Stuart Russell - 14:16

Sec. Scott Bessent - 30:35

In this episode:

Scott Bessent, @SecScottBessen

Eamon Javers, @eamonjavers

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Controlling AI with Mustafa Suleyman & Warren Buffett Steps Down as Berkshire Chair 9/18/26 Sep 18, 2026

Show notes

Mustafa Suleyman, Microsoft AI CEO, says artificial intelligence models need to stay aligned with humanity’s interests and says that, for his peers in the technology industry, it’s the most responsible path. This conversation caps off a week of warnings about AI from guests on Squawk Pod. The New York Knicks had to pause single-game ticket pricing for the season ahead when a glitch led to some eye-poppingly large numbers. Sports manager Rich Kleiman is bullish on the future of the sports economy – with so much choice for consumers in how and where they want to cheer on their favorite athletes. And, the end of an era in Omaha as Warren Buffett announces he is stepping down as chairman of the board of Berkshire Hathaway after a 60-plus-year run.

Mustafa Suleyman - 19:18

Rich Kleiman - 34:14

In this episode:

Mustafa Suleyman, @mustafasuleyman

Rich Kleiman, @richkleiman

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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The Fed Moves and Rahm Emanuel looks at 2028 9/17/26 Sep 17, 2026

Show notes

The Federal Reserve delivered a much-anticipated rate hike, part of new Chair Kevin Warsh’s goal to combat inflation. CNBC’s Steve Liesman reports on President Trump’s reaction to the rate-setting committee's unanimous move, and former Vice Chair Roger Ferguson describes what could happen to the economy now. Rahm Emanuel, former Ambassador and former Chicago Mayor, on the personal politics of today’s Democratic Party. Plus, OpenAI discloses new instances of AI models breaking past guardrails.

Steve Liesman - 04:25

Roger Ferguson - 11:31

Rahm Emanuel - 25:59

In this episode:

Steve Liesman, @steveliesman

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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