Squawk Pod

Latest Episodes:

Iranian Succession, China’s Property Woes, & Tourists in Space 5/20/24 May 20, 2024

Show notes

Iran’s President Ebrahim Raisi has died in a helicopter crash. Karim Sadjadpour, senior fellow at the Carnegie Endowment for Peace Middle East Program, explains the issues Raisi’s death poses for Iranian leadership and succession. Hayman Capital Management founder and CIO Kyle Bass discusses China’s real estate crisis, its impact on GDP, and the CCP’s electric vehicle strategy. CNBC’s Kristina Partsinevelos explains Microsoft’s plans for AI PCs, many of which will be unveiled at the company’s Build developer conference. Plus, Xander Schauffele won his first major PGA title, and Blue Origin’s tourism rocket launched passengers to the edge of space after a two year hiatus.

Karim Sadjadpour - 16:15

Kyle Bass - 22:50

Karim Sadjadpour, @ksadjadpour

Kyle Bass, @Jkylebass

Joe Kernen,@JoeSquawk

Becky Quick,@BeckyQuick

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.

Raising an ‘Anxious Generation’ & Protecting Consumers 5/17/24 May 17, 2024

Show notes

NYU Social Psychologist Jonathan Haidt discusses “The Anxious Generation,” his new book that explores the impact of social media on childhood mental health. Limits of screen time, age verification, and delaying smartphone introduction for kids are among Haidt’s suggestions for a safer youth. The Supreme Court has rejected an argument against the funding structure for the Consumer Financial Protection Bureau; CFPB Director Rohit Chopra says he’s relieved to get back to work protecting consumers and companies. Plus, Reddit and OpenAI have teamed up, Boeing supplier Spirit Aerosystems and the world’s top golfer Scottie Scheffler was arrested at a PGA championship event.

Rohit Chopra - 12:37

Jonathan Haidt - 23:43

In this episode:

Rohit Chopra, @chopracfpb

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.

‘Hot Ones’ Host & 2024’s Debate Dates 05/16/24 May 16, 2024

Show notes

President Biden and former President Trump have agreed to two unorthodox debates this election season. Former communications director for President Trump Anthony Scaramucci reacts to the news and the prospect of another Trump presidency. Scaramucci, an outspoken bitcoin bull, also discusses crypto’s recent surge. Sean Evans, host of viral YouTube show “Hot Ones,” discusses how he monetizes his celebrity interviews over hot chicken wings. Plus, Berkshire Hathaway has announced its secret stock pick: Chubb.

Anthony Scaramucci - 13:16

Sean Evans - 26:43

In this episode:

Sean Evans, @seanseaevans

Anthony Scaramucci, @Scaramucci

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.

Gary Vee: Upfront Season & TikTok Branding 05/15/24 May 15, 2024

Show notes

VaynerX Chairman and branding expert Gary Vaynerchuk discusses the evolution of media and advertising as upfront season kicks into gear. Federal prosecutors at the Department of Justice say Boeing breached its 2021 settlement protecting the company from criminal prosecution for the two fatal 737 Max crashes. CNBC’s Phil LeBeau discusses the implications for Boeing and the importance of the company for the industry at large. Senator Mark Warner (D-VA) is honing in on risks for the 2024 election, less than 6 months away. Plus, Nvidia’s CEO Jensen Huang made over $30m last year, a 60% hike from the year prior, Vanguard hired a former BlackRock executive as CEO, and the meme stock rally continues! But it might be fizzling out.

Phil LeBeau - 07:28

Sen. Mark Warner - 15:57

Gary Vaynerchuk - 23:43

In this episode:

Gary Vaynerchuk, @garyvee

Sen. Mark Warner, @MarkWarner

Phil LeBeau, @Lebeaucarnews

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.

Boaz Weinstein: Hedge Funder, Risk-Taker, BlackRock Challenger 05/14/24 May 14, 2024

Show notes

In a rare extended interview, Saba Capital Management founder and CIO Boaz Weinstein explains his campaign against the world’s largest asset manager, BlackRock. Weinstein, a renowned risk-taking trader on Wall Street, takes on BlackRock’s closed end funds over a decade after he famously “harpooned” the London Whale in 2011. Plus, meme stocks like GameStop are still surging, thanks to “Roaring Kitty,” the Biden administration is ramping up China tariffs, and Kraft Heinz is reportedly exploring an Oscar Mayer sale.

Boaz Weinstein - 16:10

In this episode:

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.

Warby Parker’s CEOs, Roaring Kitty’s Return, & Seinfeld at Duke 5/13/24 May 13, 2024

Show notes

The Biden administration is planning to quadruple tariffs on Chinese electric vehicles. Investment banker and former Treasury official Roger Altman discusses fiscal policy’s impact on inflation and the road ahead for the American economy. Warby Parker co-CEOs Neil Blumenthal and David Gilboa are doubling down on their brick and mortar strategy, despite starting as an e-commerce brand. The two discuss their company’s journey since IPO, their history of monetization, and their omnichannel approach to driving revenue. Plus, OpenAI is launching a new product, Apple workers at a store in New Jersey have voted against unionization, GameStop is on the rise again, and some Duke students walked out of Jerry Seinfeld’s commencement speech in protest.

Roger Altman - 12:47

Neil Blumenthal & David Gilboa - 24:02

In this episode:

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.

AI in the Heartland & Arthur Brooks: Love Your Challengers 5/10/24 May 10, 2024

Show notes

Microsoft is investing $3.3 billion in an AI strategy in Wisconsin. Steve Case, co-founder of AOL and chairman and CEO of Revolution, discusses his own investments in projects in middle America and his optimism about big tech’s opportunities for economic growth outside of Silicon Valley. Happiness expert, author, AEI president emeritus, and Harvard professor Arthur Brooks weighs in on the turmoil across American college campuses. He’s optimistic about America’s period after unrest, and encourages listeners to love challenges to their perspectives, and to view the world beyond a good/evil binary. Plus, Chinese EV company Zeekr is ready to IPO, and Target is reportedly scaling back its Pride collections this summer.

Steve Case - 12:04

Author Brooks - 24:45

In this episode:

Arthur Brooks, @arthurbrooks

Steve Case, @SteveCase

Joe Kernen, @JoeSquawk

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.

A Year on Ozempic & Speaker Johnson’s Job Save 05/09/24 May 09, 2024

Show notes

House Speaker Mike Johnson (R-LA) discusses his own party’s push to oust him from his role. He says, lawmakers cannot afford to play petty politics with tensions high at home and abroad. Journalist Johann Hari has taken Ozempic for a year. He says it’s changed his life, but his new book “Magic Pill” details the dangers of weight loss drugs as well as their benefits. Plus, President Biden has given Israel an ultimatum, Disney and Warner Bros. Discovery are set to bundle their streaming content, and China’s electric vehicle race is speeding up.

Mike Johnson- 14:12

Johann Hari - 27:54

In this episode:

Mike Johnson, @SpeakerJohnson

Johann Hari, @johannhari101

Joe Kernen,@JoeSquawk

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.

Pushing EVs at Rivian & Driving Careers with NBC’s Bonnie Hammer 05/08/24 May 08, 2024

Show notes

Electric vehicle maker Rivian reported a quarterly revenue beat and a cut to its capital spending forecast. CEO RJ Scaringe explains his vision for the future of EVs, the total addressable market, and Rivian’s charging station partnership with Tesla. NBCUniversal Vice Chair Bonnie Hammer has compiled the best–and worst–advice for workers new and seasoned in her new book, “15 Lies Women Are Told at Work…and the Truth We Need to Succeed.” After years in the business, Hammer shares her favorite moments of mentorship, and encourages younger generations to differentiate “personal worth” from “professional worth.” Microsoft will make a $3.3B AI investment in Wisconsin, and the Biden administration has revoked certain licenses to export chips to Huawei, the Chinese tech company. Plus, Disney stock is under pressure, and FTX is officially able to pay its customers back…with interest.

RJ Scaringe 16:00

Bonnie Hammer 22:54

In this episode:

RJ Scaringe. @RJScaringe

Phil LeBeau, @Lebeaucarnews

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.

Stanley Druckenmiller & SEC Chair Gary Gensler 05/07/24 May 07, 2024

Show notes

Duquesne Family Office CEO Stanley Druckenmiller says he was perplexed by the Fed’s pivot, and that the Federal Reserve “fumbled on the five yard line with the game on the line.” In an extended interview, Druckenmiller discusses his famously successful investing track record and his bets on AI. SEC Chair Gary Gensler has put pressure on crypto, recently delivering “Wells Notice” to Robinhood and Consensys; the crypto community is firing back, and he’s ready to defend the SEC’s perspective on Ethereum and its role in protecting investors. Plus, Hims & Hers CEO walked back some of his comments on hiring pro-Palestinian protesters after Wall Street and Main Street pushed back on him and his stock.

Stanley Druckenmiller - 4:15

Gary Gensler - 38:40

In this episode:

Gary Gensler, @GaryGensler

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.