Squawk Pod

Latest Episodes:

Taking Off: Holiday Travel & Beauty Gifting 12/18/23 Dec 18, 2023

Show notes

As holiday travel ramps up, Southwest Airlines is landed with a $140 million fine for last holiday season’s travel meltdown. U.S. Transportation Secretary Pete Buttigieg emphasizes airline obligations to passengers, as well as the infrastructure needed to protect American consumers and travelers. Companies must now disclose cyberattacks in a timely manner, in compliance with new rules from the SEC. Former CEO of FireEye and current Mandiant CEO Kevin Mandia explains the implications of this new rule for shareholders and corporations. Plus, the world’s fourth largest steel producer, Japan’s Nippon Steel, is buying US Steel for $14.9 billion. CNBC’s Courtney Reagan reports on the strength of beauty this holiday season, as the total addressable market for the sector expands in age and gender identity.

Courtney Reagan - 6:49

Phil Lebeau - 13:10

Pete Buttigieg - 20:03

Kevin Mandia - 28:36

In this episode:

Pete Buttigieg, @SecretaryPete

Courtney Reagan, @courtreagan

Phil Lebeau, @Lebeaucarnews

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.

Senate Still in Session & Lidia Bastianich Still Cooking for America 12/15/23 Dec 15, 2023

Show notes

The Senate will wait another week to go on holiday recess, after Senate Majority Leader Chuck Schumer delayed the break until lawmakers reach a deal on immigration and foreign aid. Senator Markwayne Mullin (R-Ok.) discusses the packages for Ukraine, Israel, and securing America’s own border. After a meeting in St. Vincent & the Grenadines, Venezuela President Maduro and Guyana President Arfaan Ali have not reached a resolution to their territorial dispute. Former international correspondent for CNBC Michelle Caruso-Cabrera explains Maduro’s strategy, the geopolitics of the region, and the impact of their conflicting claims to an oil-rich area. Celebrity chef and restaurateur Lidia Bastianich is celebrating 25 years since her cooking show launch, and she’s still cooking for America through her restaurants, cookbooks, and Eataly.She joins the team for a look at consumer appetites this season, including their spending and eating habits. Plus, Citigroup is closing its municipal offering business.

Sen. Markwayne Mullin - 15:28

Lidia Bastianich - 29:27

In this episode:

Markwayne Mullin, @SenMullin

Andrew Ross Sorkin, @andrewrsorkin

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.

AI in the Newsroom & Jay Powell: “So Far, So Good” 12/14/23 Dec 14, 2023

Show notes

Federal Reserve Chair Jay Powell surprised Wall Street with his announcement of a more dovish approach to inflation, moving forward. Powell signaled a 2024 of rate cuts from the central bank. OpenAI scored a deal with Politico and Business Insider parent Axel Springer, the company’s second deal with a news organization. Tulane Professor and Perella Weinberg Advisory Partner Walter Isaacson discusses AI’s role in newsrooms and the deals’ impacts on journalism. The Project Liberty founder Frank McCourt explains his idea for reclaiming our personal data online and keeping kids safe on the internet. Plus, Citigroup is offering early bonuses to departing employees.

Frank McCourt - 16:35

Walter Isaacson - 25:51

In this episode:

Walter Isaacson, @walterisaacson

Michael Santoli, @michaelsantoli

Andrew Ross Sorkin, @andrewrsorkin

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.

Pharma Bets & College Controversies with Ken Langone 12/13/23 Dec 13, 2023

Show notes

Billionaire investor, Home Depot co-founder, and NYU Langone Health board chair Ken Langone discusses his latest market buys, his calls for pharma stocks, and his apprehension about investing in China. Former SEC Chair and University of Pennsylvania professor Jay Clayton joins Ken Langone in a discussion about leadership on American college campuses in the aftermath of controversial testimonies from university presidents on Capitol Hill. Plus, Netflix has released viewership numbers, Presidents Biden and Zelenskyy shared a hug in the Oval Office, Pfizer disappointed investors, and US Treasury Secretary Janet Yellen believes that we are on our way to a “soft landing.”

Ken Langone - 14:00

Jay Clayton - 25:42

In this episode:

Andrew Ross Sorkin, @andrewrsorkin

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.

Boomer Buying Habits, Google’s Big Antitrust Loss, & Small Caps in 2024 12/12/23 Dec 12, 2023

Show notes

In a recent op-ed, Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors’ best bets for 2024. Hobson and Rogers explain why, after a big year for tech’s ‘magnificent seven,’ it may be time to cash in on smaller stocks. Boomers are driving spending! Bank of America Institute has released new data on consumer spending in November; head of the Institute Liz Everett Krisberg discusses the highlights, including spending trends across Gen Z, millennials, Gen X, and boomers. Plus, Hasbro is cutting 20% of its workforce, teens are on YouTube and TikTok “almost constantly” and Epic Games has won its antitrust lawsuit against Google.

Steve Kovach - 06:25

Liz Everett Krisberg - 15:30

Mellody Hobson & John Rogers - 24:23

In this episode:

Andrew Ross Sorkin, @andrewrsorkin

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.

Oxy’s Big Deal & Scott Gottlieb on Game-changing Gene Editing 12/11/23 Dec 11, 2023

Show notes

Occidental Petroleum will buy CrownRock for $12 billion, deepening its foothold in the Permian basin. Energy expert and author of “The New Map: Energy, Climate and the Clash of Nations” Daniel Yergin explains what the recent flurry of oil industry mergers means for geopolitics. The FDA has approved treatment for sickle cell disease, the first treatment to use the gene-editing tool CRISPR. Former FDA Commissioner Dr. Scott Gottlieb discusses a treatment’s journey from lab to patients, as well as improving the public’s access to life-saving care. Plus, Macy’s has a $5.8 billion buyout offer, and University of Pennsylvania’s President Elizabeth Magill has resigned after her controversial testimony on Capitol Hill last week.

Daniel Yergin - 15:38

Dr. Scott Gottlieb - 23:50

In this episode:

Dan Yergin, @danielyergin

Scott Gottlieb, @ScottGottliebMD

Michael Santoli, @michaelsantoli

Andrew Ross Sorkin, @andrewrsorkin

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.

University Presidents Under Scrutiny & Climate Deals in Dubai 12/08/23 Dec 08, 2023

Show notes

After the presidents of Harvard, MIT, and the University of Pennsylvania testified on Capitol Hill this week, UPenn President Elizabeth Magill’s comments sparked backlash among the public and one of her colleagues. Concerns that university presidents are equivocating on the issue of condemning antisemitism on their campuses has prompted a nationwide debate over the role of academia and the business of higher education. President of Brandeis University Ron Liebowitz says, there’s no gray area in creating safe spaces to learn, at least for him. The November jobs report delivered some welcome economic news for the Federal Reserve, ahead of the central bank’s two-day meeting next week. Plus, CNBC’s Diana Olick is on the ground at COP28, the UN Climate Change Conference, and CNBC’s Robert Frank fact checks the great wealth migration: New York has not lost all its millionaires.

Ron Liebowitz - 14:02

Diana Olick - 23:42

Robert Frank - 27:43

In this episode:
Ron Liebowitz, @BrandeisU

Diana Olick @DianaOlick

Robert Frank, @robtfrank

Andrew Ross Sorkin, @andrewrsorkin
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.

Elizabeth Warren, Banks, & Bitcoin 12/07/23 Dec 07, 2023

Show notes

Senator Elizabeth Warren (D-Mass.) discusses her concerns about cryptocurrency, after big bank CEOs appeared before Congress this week. It turns out, Sen. Warren and JPMorgan Chase CEO Jamie Dimon agree on the dangers of bitcoin. JetBlue and Spirit await the fate of their proposed merger. Columbia Law School Professor and former advisor in the Biden administration Tim Wu explains his perspective on airline consolidation: it isn’t great for consumers. In an op-ed in The New York Times, Wu concludes that M&A in the airspace often leads to higher prices for the same experience. The fourth Republican Presidential debate took place in Alabama on Wednesday, but only four of the candidates participated. Plus, Time Magazine has named Taylor Swift its Person of the Year. CNBC’s Jon Fortt explains why that decision does and doesn’t make sense.

Sen. Elizabeth Warren - 15:34

Tim Wu - 34:42

In this episode:
Elizabeth Warren, @SenWarren

Jon Fortt, @jonfortt

Andrew Ross Sorkin, @andrewrsorkin
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.

Liz Cheney & the ‘Never Trump’ GOP, & Robinhood CEO Vlad Tenev 12/06/23 Dec 06, 2023

Show notes

Bitcoin is building on its upward momentum. Robinhood co-founder and CEO Vlad Tenev discusses the 75% increase in crypto trading volume from October to November, what’s behind the crypto rally, and how the Federal Reserve’s decisions play out for retail investors. Former Congresswoman and ‘Oath and Honor’ author Liz Cheney (R-Wyo.) discusses the 2024 presidential election, her efforts to prevent a Donald Trump reelection, and the state of her own party, the GOP. Plus, former U.S. ambassador to the United Nations Nikki Haley raised over $500,000 at a massive fundraiser in New York on Monday, and Elon Musk has filed for $1B in equity for his AI startup, X.AI.
Liz Cheney - 11:29

Vlad Tenev - 27:20
In this episode:
Liz Cheney, @Liz_Cheney
Vlad Tenev, @vladtenev
Andrew Ross Sorkin, @andrewrsorkin
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.

Bitcoin’s Rally, China’s Credit, & Politics’ Toll on Public Happiness 12/05/23 Dec 05, 2023

Show notes

Bitcoin hit $42,000 for the first time in over 19 months; crypto investor and bitcoin bull Anthony Pompliano discusses the asset’s rise, regulatory tailwinds for the U.S. crypto companies, and the crypto community’s worldview on central banks and stores of value. In a thoughtful discussion, author, Harvard professor, The Atlantic contributing writer and fellow podcaster Arthur Brooks considers the toll America’s polarizing political climate is taking on the average citizen’s happiness. As tensions rise in Washington and on college campuses, Brooks explains how America’s current approach to community hurts us, more than helps. Plus, today’s headlines: Moody’s cut China’s credit outlook, CVS is changing how it prices prescription drugs, Take-Two Interactive’s stock tumbled after a trailer of the newest Grand Theft Auto game was leaked on X, and voters are gearing up for another Republican Presidential debate this week.

Arthur Brooks - 12:17

Anthony Pompliano - 21:55

In this episode:

Arthur Brooks, @arthurbrooks

Anthony Pompliano, @APompliano

Andrew Ross Sorkin, @andrewrsorkin
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.