Squawk Pod

Latest Episodes:

A 50 BPS Rate Cut, Intel’s Lawsuit, & Boeing’s Strike 09/19/24 Sep 19, 2024

Show notes

In a move that largely surprised economists, the Federal Reserve cut interest rates by half a percentage point, the first cut in four years. Former Fed Vice Chairman Roger Ferguson explains the possible reasoning behind the larger-than-expected cut. As Boeing’s strike continues, port workers on the east coast are threatening to strike as well. Transportation Secretary Pete Buttigieg weighs in on both worker plights, as well as the road ahead for electric vehicle infrastructure. The Anti-Defamation League has joined an employee’s discrimination lawsuit against Intel. CEO and National Director Jonathan Greenblatt explains how an Israeli employee who complained about anti-semitism at Intel ended up in a lower-paying job.

Roger Ferguson - 4:33

Sec. Pete Buttigieg - 18:26

Jonathan Greenblatt - 32:22

In this episode:

Jonathan Greenblatt, @JGreenblattADL

Pete Buttigieg, @PeteButtigieg

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.

Speaker Johnson, Mark Duplass, & Getting SALT Back 09/18/24 Sep 18, 2024

Show notes

The House of Representatives is voting on a stopgap funding bill–but Washington expects it to fail. Speaker Mike Johnson (R-LA) discusses the voter verification legislation that he’s attached to the bill, despite limited Republican support. Actor, writer, and producer Mark Duplass is known for his roles on The Morning Show and The Mindy Project, but he’s betting on a big shift for streaming. Ahead of the launch of “Penelope,” Duplass explains his inspiration for his new series and for a new approach to the entertainment business. The EU has ruled to annul a $1.7B fine on Alphabet, and Steve Cohen is stepping further back from the trading desks at Point72, and Ozempic might be targeted for a price cut. Plus, former President Trump has vowed to “get SALT back” if reelected, despite having signed the SALT deduction cap into law during his first term.

Speaker Mike Johnson - 16:02

Mark Duplass - 32:38

In this episode:

Mike Johnson, @SpeakerJohnson

Mark Duplass, @MarkDuplass

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.

Debating Economic Proposals & Paying $40K for Health Care 09/17/24 Sep 17, 2024

Show notes

Amazon is calling all employees back to the office 5 days a week, your Apple Watch can now detect sleep apnea, and TikTok is in an uphill battle in US courts. Less than 50 days until the Presidential election, former President Trump’s senior economic advisor Stephen Moore debates former campaign manager for President Obama and informal advisor to the VP Kamala Harris’ campaign Jim Messina. The two spar over economic proposals from each candidate. Plus, for an annual $40,000, you can have access to a concierge doctor like Private Medical. Founder and Chairman Dr. Jordan Shlain explains the next level of “investing” in your health.

Jim Messina & Stephen Moore - 17:39

Dr. Jordan Shlain & Robert Frank - 33:25

In this episode:

Jim Messina, @Messina2012

Stephen Moore, @StephenMoore

Robert Frank, @robtfrank

Becky Quick, @BeckyQuick

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.

TikTok in Court, Trumponomics 2.0, & iPhone 16 Demand 09/16/24 Sep 16, 2024

Show notes

After an apparent assassination attempt on former President Donald Trump’s life, CNBC’s Eamon Javers reports on the latest details, the suspect, and the possible impact on the Presidential race. If Trump wins a second term, the campaign has tapped Cantor Fitzgerald CEO Howard Lutnick as Co-Chair of the transition team; Lutnick makes his case for Trumponomics 2.0. Today TikTok is in court, fighting to remain operational in the US. Entrepreneur Frank McCourt says he’s ready to buy TikTok, but not out of love for the platform. Plus, Apple shares slid after reports of lackluster demand for the iPhone 16, and SpaceX successfully completed the first civilian space walk.

Eamon Javers - 02:58

Howard Lutnick - 14:30

Frank McCourt - 31:09

In this episode:

Eamon Javers, @eamonjavers

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.

Boeing Strikes, DEI Rollbacks, & China Week on the Hill 09/13/24 Sep 13, 2024

Show notes

Over 30,000 Boeing employees are on strike after the workers union rejected its negotiated contract. After “China week” on Capitol Hill, Rep. Raja Krishnamoorthi (D-IL) discusses the 2 dozen China-focused bills lifted in Congress, and argues that the CCP would prefer the uncertainty and division of a second Donald Trump presidency. Companies including Tractor Supply, Molson Coors, John Deere, Lowe’s, and Ford have announced they’re rolling back Diversity, Equity, and Inclusion policies at their respective companies. Human Rights Campaign President Kelley Robinson calls the decisions shortsighted for employees and customers, and says, at least $1.4T of LGBTQ+ spending power is at stake. Plus, tech CEOs like Nvidia’s Jensen Huang went to the White House this week.

Rep. Raja Krishnamoorthi - 14:34

Kelley Robinson - 21:47

In this episode:

Rep. Raja Krishnamoorthi, @CongressmanRaja

Kelley Robinson, @HRC_President

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.

JD Vance, In Between Debates 09/12/24 Sep 12, 2024

Show notes

Senator and Vice Presidential Candidate JD Vance discusses former President Donald Trump’s plans for the economy, the impact of tariffs, and the urgency of immigration policy in an extended conversation. Days after the Presidential debate, Sen. Vance explains how he plans to prepare–sort of–for his own debate against Minnesota Governor and Democratic Vice Presidential Candidate Tim Walz. Best-selling author of “Moneyball” and “The Blind Side” Michael Lewis reacts to that discussion and shares takeaways from his new book on the rise and fall of Sam Bankman-Fried, “Going Infinite.” Plus, Moderna plans to launch new vaccines amid cost cutting, young bankers are putting in very long hours, and OpenAI is now eyeing an even higher valuation: over $150B.

JD Vance - 14:34

Michael Lewis - 42:31

In this episode:

Sen. JD Vance, @JDVance

Becky Quick, @BeckyQuick

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.

Winning the Undecideds & Remembering Our History 09/11/24 Sep 11, 2024

Show notes

CNBC’s Eamon Javers and pollster Frank Luntz help digest the fireworks of the Presidential debate between Vice President Kamala Harris and former President Donald Trump, including the big Taylor Swift endorsement that came after. On Wall Street, investors were unsurprised by the Labor Department’s August Consumer Price Index. Neuberger Berman’s Steve Eisman discusses the likelihood of a 25 basis point interest rate cut from the Federal Reserve next week. And, 23 years later, Americans come together to remember those lost in the September 11th terrorist attacks.

Eamon Javers - 4:31

Frank Luntz - 15:35

Steve Eisman - 27:23

In this episode:

Eamon Javers, @eamonjavers

Becky Quick, @BeckyQuick

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.

Tariffs, Taxes, & Spooky Season Movies 09/10/24 Sep 10, 2024

Show notes

China tariffs and tax reform are key topics in the 2024 election–and in the first debate between Vice President Kamala Harris and former President Donald Trump. Former SEC Chair Jay Clayton and Hayman Capital Management Founder & CIO Kyle Bass discuss America’s shifting trade politics, the case for tariffs, and which tax changes they’d like to see from the White House. Horror filmmaker Jason Blum is out with his latest fright flick this Friday. Blumhouse Productions, which brought audiences “Get Out” and “Paranormal Activity” presents a parenthood-inspired scary movie for the start of spooky season: “Speak No Evil.” Plus, Apple unveiled new iPhone AI features and a new Apple Watch at its launch event, and SpaceX will attempt the first civilian space walk in history.

Jay Clayton & Kyle Bass - 16:33

Jason Blum - 29:45

In this episode:

Jason Blum, @jason_blum

Kyle Bass, @Jkylebass

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

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.

Tax Free Tips, Beetlejuice, & AI, an Independent Agent 09/09/24 Sep 09, 2024

Show notes

Vice President Kamala Harris and former President Donald Trump both agree on tax free tips for service workers. Senator Ted Cruz (R-Texas) shares his take on tax reform, including the tip economy. Bestselling author of “Sapiens” Yuval Noah Harari is out with a new book; Harari explains how we should be thinking about–and controlling–AI in “Nexus: A Brief History of Information Networks from the Stone Age to AI.” Plus, the star studded cast of
“Beetlejuice Beetlejuice” jolted the box office opening weekend, Sen. Bernie Sanders (I-VT) has weighed in on the capital gains tax debate, and the markets are awaiting more economic data this week.

Sen. Ted Cruz - 14:25

Yuval Noah Harari - 30:08

In this episode:

Sen. Ted Cruz, @tedcruz

Yuval Noah Harari, @harari_yuval

Becky Quick, @BeckyQuick

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.

Katie Ledecky: Just Add Water 9/6/24 Sep 06, 2024

Show notes

The most decorated American woman in Olympic history, Katie Ledecky has written a memoir, “Just Add Water.” In a special interview with Andrew Ross Sorkin, Ledecky shares details about her swimming life–including both leisurely and competitive moments in the pool. She explains what she thinks about, while swimming 1500 meters, and how she’ll prepare for the 2028 Olympic Games. Plus, CNBC’s Megan Cassella reports on the CEOs backing former President Donald Trump and Vice President Kamala Harris, but venture capitalist Ben Narasin is unhappy with both candidates running for President this year. The startup investor explains why he votes as an Independent every election. Berkshire Hathaway is selling Bank of America shares (again), Red Lobster’s hoping for a turnaround, and the August jobs report did very little to clarify the Fed’s path forward.

Megan Cassella - 11:21

Ben Narasin - 12:59

Katie Ledecky - 23:04

In this episode:

Ben Narasin, @BNarasin

Becky Quick, @BeckyQuick

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.