Squawk Pod

Latest Episodes:

Geopolitics, the Election, & Stemming Fentanyl’s Flow 08/08/24 Aug 08, 2024

Show notes

Richard Haass, President Emeritus of the Council on Foreign Relations and Senior Counselor at Centerview Partners, discusses the escalating tensions in the Middle East, critical geopolitical hotspots, and support for Israeli Prime Minister Netanyahu. Former FDA Commissioner Dr. Scott Gottlieb is zeroing in on the opioid crisis; fentanyl claiming over 80,000 American lives each year, and he’s urging the U.S. to disrupt the fentanyl trade. Plus, the Financial Times is reporting a secret deal between Google and Meta aimed to target Instagram advertisements at teenagers, and Taylor Swift has canceled her Vienna shows after authorities suspected a plotted attack.

Dr. Scott Gottlieb - 14:20

Richard Haass - 22:47

In this episode:

Richard Haass, @RichardHaass

Scott Gottlieb, @ScottGottliebMD

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.

Disney CFO & Gov. Wes Moore on a Harris-Walz Ticket 08/07/24 Aug 07, 2024

Show notes

Maryland Governor Wes Moore, a surrogate for Kamala Harris’ Presidential campaign, discusses Governor Tim Walz’s appeal to voters in swing states like North Carolina. A Wall Streeter turned nonprofit CEO turned governor, Moore explains what the Harris-Walz ticket means for the business community. Disney is raising prices for its streaming services; Disney CFO Hugh Johnston shares the company’s latest quarterly earnings and his vision for the entertainment industry. Plus, X is suing advertisers, and the markets are recuperating from a very volatile few sessions.

Hugh Johnston - 17:40

Gov. Wes Moore - 29:16

In this episode:

Gov. Wes Moore, @GovWesMoore

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.

Google’s Antitrust Issues & “The Black Swan” Author on Markets 08/06/24 Aug 06, 2024

Show notes

As the market rebounds from its sell-off, the Nikkei 225 posts its best day since October 2008. A federal U.S. judge ruled that Google has illegally held a monopoly. Former SEC Chair Jay Clayton discusses the Google antitrust ruling, the recent market sell-off, and the Fed’s interest rate decision. Nassim Taleb, Universa Investments' distinguished scientific advisor and author of ‘The Black Swan,’ weighs in on market volatility, the Fed’s inflation fight, and bitcoin’s volatility. Plus, Vice President Kamala Harris officially secured the Democratic Party’s nomination for President and has selected Minnesota Governor Tim Walz to be her running mate. CNBC's Megan Cassella explains the calculated choice between Gov. Walz and Pennsylvania Gov. Shapiro for the Democratic ticket.

Megan Cassella - 11:00

Nassim Taleb - 18:09

Jay Clayton - 32:34

In this episode:

Megan Cassella, @mmcassella

Nassim Taleb, @nntaleb

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.

Sell-Off Calls: a Rate Cut, a “Growth Scare,” & Buffett’s Slash 08/05/24 Aug 05, 2024

Show notes

U.S. stocks take a significant hit, mirroring a worldwide market downturn driven by fears of an impending U.S. recession. Part of the global market sell-off, Japan's Nikkei 225 experienced a dramatic plunge, marking its steepest drop since 1987. Tom Lee, managing partner and head of research at Fundstrat Global Advisors, offers insights into the latest market moves and the broader implications of the sell-off on the Federal Reserve’s interest rate decisions. Then, Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business and chief economist at Wisdom Tree, is calling for emergency rate cuts from the Fed. And Axios co-founder Mike Allen gives an analysis of the 2024 election and the potential impact of Vice President Kamala Harris’ upcoming vice-presidential pick. Plus, Warren Buffett dropped over 49% of Berkshire Hathaway’s stake in Apple.

Tom Lee - 12:15

Jeremy Siegel - 23:14

Mike Allen - 35:27

Tom Lee, @fundstrat

Mike Allen, @mikeallen

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.

Outfitting the Olympics: Ralph Lauren CEO & Martha Stewart 08/02/24 Aug 02, 2024

Show notes

Ralph Lauren has outfitted Team USA for nine consecutive Olympics and Paralympics since 2008, designing uniforms for the opening and closing ceremonies. Andrew Ross Sorkin sits down with Ralph Lauren CEO Patrice Louvet to discuss the company’s Olympics 2024 exposure, consumer trends, demand in China, and sports portfolio expansion. Lifestyle and social media maven Martha Stewart what she’s eating (and wearing) at the games, her Paris plans with Snoop Dogg, and the business behind her brand–marijuana and all. Plus, what’s behind this week’s global sell off, including tech Q2 results and the Fed’s latest signal.

Patrice Louvet - 04:40

Martha Stewart - 18:53

In this episode:

Martha Stewart, @MarthaStewart

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.

Sponsoring the Olympics: LVMH Chairman Bernard Arnault 08/02/24 Aug 02, 2024

Show notes

In a rare and exclusive interview, LVMH Chairman & CEO Bernard Arnault sits down with Andrew Ross Sorkin in Christian Dior’s original drawing room in Paris. LVMH is the premium sponsor of the 2024 Olympic Games, and the conglomerate’s products are everywhere: the medals, the trunks carrying the medals, the uniforms, even the champagne being served. Arnault discusses his company’s long history, its importance to France, and why the sponsorship was so important for his brand. Plus, Arnault discusses the state of luxury and consumer tastes…and his ideas for collaboration with Elon Musk. Watch LVMH’s Team France uniforms–and the LVMH medals–on Peacock and NBC, when you watch any of the Olympic games.

Bernard Arnault 6:07

In this episode:

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.

Winning the Olympics: Ilona Maher, Serena Williams, Aly Raisman 08/01/24 Aug 01, 2024

Show notes

Women at the 2024 Olympics are celebrating their moment. Four-time gold medalist Serena Williams says technology and social media have changed the game for female athletes that have been outperforming for years. One such social media star is rugby Olympian Ilona Maher, who shares her career goals in the wake of her team’s bronze medal win. Retired gymnast and Olympic gold medalist Aly Raisman discusses the pressure in the arenas, whether she’s competing or cheering on her teammate, Simone Biles. Plus, Athleta CEO Chris Blakeslee explains the brand’s “Power of She” campaign, which celebrates women’s strength in sports–and capitalizes on their success. Catch all the Olympics events on Peacock and NBC!

Serena Williams - 02:59

Ilona Maher - 06:27

Aly Raisman - 11:35

Chris Blakeslee - 20:04

In this episode:

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.

Social Media at the Olympics: Evan Spiegel & Alexis Ohanian 07/31/24 Jul 31, 2024

Show notes

This year, the Olympics have reached gender parity, according to the International Olympic Committee. Venture capitalist Alexis Ohanian, 776 founder and Reddit co-founder and former executive chairman, discusses his long-held belief in the business opportunity of women’s sports, as well as Athlos, his new womens-only track meet with the sport’s largest prize purse. He says, social media is an important ingredient in the rise of female athlete popularity. For Snap CEO Evan Spiegel, social media is key for the Olympics, too; Snap’s augmented reality lens is available through the official Olympics app, for fans in Paris for the Games. Spiegel discusses prospects for the LA 2028 Olympics, and his vision for a future of lenses, instead of screens. Tune into the Olympics on NBC for all the Games!
Alexis Ohanian - 4:26
Evan Spiegel - 17:06
In this episode:
Alexis Ohanian, @alexisohanian
Evan Spiegel, @evanspiegel
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.

Airing the Olympics: Comcast’s Brian Roberts & Michael Cavanagh 07/31/24 Jul 31, 2024

Show notes

Paris 2024 is NBCUniversal’s 18th Olympics. Brian Roberts, Comcast Chairman and CEO, and Michael Cavanagh, Comcast President, discuss the company’s broadcasting rights to the Olympic Games, state of the media landscape, NBC’s NBA rights deal, and their outlook for media and sports. Joe Kernen, Becky Quick, and Andrew Ross Sorkin then look ahead to the 2028 Summer Olympics in LA with Casey Wasserman, chairman of LA 2028, the company organizing the upcoming Los Angeles games. He shares what he’s learned from France’s organization and how he’ll allocate his nearly $7B budget. Plus, en garde! The Squawk team swaps mics for sabers, taking a swing at fencing with the help of Olympians Miles Chamley-Watson and Maia Chamberlain. Catch all the Olympics events on Peacock and NBC.
Brian Roberts & Michael Cavanagh - 22:51
Casey Wasserman - 14:02
In this episode:
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.

With Olympians: Michael Johnson & Summer Sanders 07/30/24 Jul 30, 2024

Show notes

At the Olympics in Paris, Joe Kernen, Becky Quick, and Andrew Ross Sorkin sit down with Gold medalist Olympic sprinter Michael Johnson. The legendary runner is pushing his sport forward with Grand Slam Track, designed to increase exposure and salary for athletes in track and field. 1992 Olympic champion swimmer Summer Sanders is helping athletes leverage their training for success after sports with Team USA Partner Guild. She reflects on the mental fortitude needed for a post-gold transition, as well as the many translatable skills from athletics to the workplace. NBC’s Willie Geist swings by the Squawk set for an update on the most-watched games and viral moments so far. Tune into the Olympics on NBC for all the Games! Plus, today’s other headlines: Delta is managing the fallout from its major software outage, and Apple’s new AI features could help you with car sickness.

Willie Geist - 11:30

Summer Sanders - 22:44

Michael Johnson - 26:24

In this episode:

Summer Sanders, @SummerSanders_

Michael Johnson, @MJGold

Willie Geist, @WillieGeist

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.