Squawk Pod
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- 13. Nov. 2026
Über den Podcast
Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.
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Treasury Secretary Bessent: ‘F’ the Iranian Leadership 11/13/26
In writing “The Nvidia Way” in 2024, journalist Tae Kim conducted over 100 interviews with Jensen Huang, Nvidia co-founders, and early employees and backers. Kim explains who might replace the resigned CEO, how …
Shownotes
In writing “The Nvidia Way” in 2024, journalist Tae Kim conducted over 100 interviews with Jensen Huang, Nvidia co-founders, and early employees and backers. Kim explains who might replace the resigned CEO, how Jensen Huang’s leadership defined Nvidia’s success over the last 33 years, and how important his presence has been to company culture, morale, and shareholder value. Then, U.S. Treasury Secretary Scott Bessent moved into military housing after threats from Iran raised concerns about his safety. His message, straight from Squawk Box airwaves to Iran: “‘f’ the Iranian leadership.” In a wide-ranging conversation, Sec. Bessent discusses the U.S. government’s role in the national security concerns of the Nvidia scandal, Commerce Secretary Howard Lutnick’s involvement in the chip trade, and the health of the U.S. economy.
Tae Kim - 09:54
Scott Bessent - 17:24
In this episode:
Tae Kim, @firstadopter
Scott Bessent, @SecScottBessent
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.
Jensen Huang Resigns: What’s Next, & Who is Alice Huang? 11/12/26
Nvidia CEO Jensen Huang has resigned from his role, and Nvidia CFO Colette Kress will step in as interim CEO. In China, CNBC’s Beijing bureau chief Eunice Yoon explains Chinese perceptions of the scandal and of …
Shownotes
Nvidia CEO Jensen Huang has resigned from his role, and Nvidia CFO Colette Kress will step in as interim CEO. In China, CNBC’s Beijing bureau chief Eunice Yoon explains Chinese perceptions of the scandal and of Alice Huang, and she reports what she’s hearing from chip smugglers in China. In Washington, CNBC’s Eamon Javers dives into the personal details at play in the scandal and the potential legal fallout. In New York, CNBC’s Jim Cramer joins Joe Kernen, Becky Quick, and Andrew Ross Sorkin to digest the enormous implications of Nvidia’s leadership transition. On the White House lawn, U.S. Trade Representative Jamieson Greer discusses the geopolitics of the Nvidia scandal and the import/export rules in the international AI chip trade.
Eamon Javers - 02:47
Eunice Yoon - 17:37
Amb. Jamieson Greer - 27:21
In this episode:
Amb. Jamieson Greer, @USTradeRep
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Eunice Yoon, @onlyyoontv
Eamon Javers, @EamonJavers
Jim Cramer, @jimcramer
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.
Across the Aisle in 2027: Working with Rep. Jim Jordan 11/11/26
After House Republicans elected Rep. Jim Jordan (R-OH) as House GOP Leader, former Republican Congressman Patrick McHenry discusses his party’s path forward. On the other side of the aisle, Rep. Pete Aguilar …
Shownotes
After House Republicans elected Rep. Jim Jordan (R-OH) as House GOP Leader, former Republican Congressman Patrick McHenry discusses his party’s path forward. On the other side of the aisle, Rep. Pete Aguilar (D-CA) is running (unopposed) for House Majority Whip. He shares his plan for working with Jim Jordan and other hardline MAGA lawmakers. Then, more angles to the “sexpionage” scandal at Nvidia: what it means for the AI chip economy, and what it could mean for Jensen Huang’s company shares. CNBC’s Robert Frank reports on the fallout from a potential divorce between Jensen and Lori Huang.
Robert Frank - 12:31
Patrick McHenry - 21:23
Peter Aguilar - 39:42
In this episode:
Peter Aguilar, @RepPeteAguilar
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Robert Frank, @robtfrank
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.
Anthropic’s IPO Set, GTA VI Pre-Sales, & Nvidia’s Scandal 11/10/26
Anthropic has set its IPO price range between $70 and $78 per share, aiming to list on November 19th. CNBC’s Leslie Picker reports on the company’s valuation and what’s at stake for the entire AI ecosystem in …
Shownotes
Anthropic has set its IPO price range between $70 and $78 per share, aiming to list on November 19th. CNBC’s Leslie Picker reports on the company’s valuation and what’s at stake for the entire AI ecosystem in that debut, and Anthropic investor Lo Toney discusses Anthropic’s newest financials. Also expected on November 19th: Grand Theft Auto VI. Strauss Zelnick, CEO of the title’s owner Take-Two Interactive, shares his company’s latest financial results and optimism heading into the game’s highly anticipated release. Plus, Wall Street, Main Street, and Nvidia shares are still reeling from Jensen Huang’s scandal. Eamon Javers reports on President Trump’s commentary and what news may still be forthcoming.
Eamon Javers - 6:23
Leslie Picker - 14:41
Lo Toney - 25:07
Strauss Zelnick - 33:00
In this episode:
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Eamon Javers, @EamonJavers
Leslie Picker, @LesliePicker
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.
Jensen Huang & A Suspected Chinese Spy 11/9/26
Nvidia CEO Jensen Huang has admitted to having an affair with Alice Huang, a business executive who intelligence agencies have identified as a spy for China. The Nvidia board has begun an independent …
Shownotes
Nvidia CEO Jensen Huang has admitted to having an affair with Alice Huang, a business executive who intelligence agencies have identified as a spy for China. The Nvidia board has begun an independent investigation, and U.S. officials including Secretary of State Marco Rubio have raised concerns about Jensen Huang’s relationship. CNBC’s Eamon Javers reports on the scandal and the national security risks at play. Journalist and author of “The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip” Stephen Witt discusses the risks to an AI ecosystem revolving around one man. He wrote the book on Jensen Huang–with the cooperation of Jensen Huang–and underscores the CEO’s own emphasis on being a family man. Plus, former House Speaker Kevin McCarthy considers the paths ahead for both political parties. He considers the lessons the GOP must learn from their major losses at the midterms, and looks ahead to what could be a pivotal 2028 primary.
Eamon Javers - 02:55
Stephen Witt - 18:57
Kevin McCarthy - 32:15
In this episode:
Stephen Witt, @stephenwitt
Kevin McCarthy, @SpeakerMcCarthy
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Eamon Javers, @EamonJavers
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.
Blue to Red: Ron Baron, Tarek Mansour on Market Drops & Midterms 11/6/26
Two days after election day, the Nasdaq notched its largest single-day dollar loss on record after $2.5 trillion in market cap was wiped out from AI, neoclouds, and other tech companies. At play is Democratic …
Shownotes
Two days after election day, the Nasdaq notched its largest single-day dollar loss on record after $2.5 trillion in market cap was wiped out from AI, neoclouds, and other tech companies. At play is Democratic state governance and regulation, potential data center slowdown, and the overall tech debt landscape. Anthropic’s IPO could become the fulcrum of the entire tech ecosystem, thanks to circular financing deals in tech and AI. Then, billionaire investor Ron Baron has been invested in Elon Musk for well over a decade. On the day of the annual Baron Conference in New York, the legendary founder of Baron Capital explains his long-standing support of Tesla and SpaceX–despite the hit both stocks took after Thursday’s rout. Plus, Kalshi co-founder and CEO Tarek Mansour discusses potential regulation under Democrats and how pollsters and prediction markets got the blue tsunami right in their midterms forecasts.
Ron Baron - 18:17
Tarek Mansour - 41:27
In this episode:
Tarek Mansour, @mansourtarek_
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.
The Aftershock: Tech’s Reaction to a Blue Wave 11/5/26
After the Democrats flipped both the House and the Senate, The Information CEO and founder Jessica Lessin discusses tech’s allegiances across different administrations, including how Silicon Valley’s politics …
Shownotes
After the Democrats flipped both the House and the Senate, The Information CEO and founder Jessica Lessin discusses tech’s allegiances across different administrations, including how Silicon Valley’s politics may swing with power shifts on Capitol Hill. AI pioneer Kai-Fu Lee, former lead at Google China and at Microsoft China, has penned a new book on leadership: “AI Native.” Most CEOs, he says, are going about the AI revolution all wrong. Lee also believes there’s room for China and the U.S. to win the AI race. Plus, OpenAI has pledged to solicit community input in its data center development in a new series of commitments published today.
Jessica Lessin - 18:11
Kai-Fu Lee - 34:54
In this episode:
Jessica Lessin, @jessicalessin
Kai-Fu Lee, @kaifulee
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.
A Blue Tsunami: Maryland Gov. Wes Moore 11/4/26
Democrats have flipped the House and the Senate in a “blue tsunami” that swept the nation. Pollster and strategist Frank Luntz shares his own exit polling data and considers the motivating factors for many …
Shownotes
Democrats have flipped the House and the Senate in a “blue tsunami” that swept the nation. Pollster and strategist Frank Luntz shares his own exit polling data and considers the motivating factors for many Republicans who voted Democrat in the midterms. Luntz argues, the votes were more a rejection of the GOP than they were an embrace of the left. Then, one Democrat fresh off his reelection win: Maryland Governor Wes Moore. Considered a potential candidate for the 2028 election, Governor Moore discusses the future of the Democratic Party and the hopes of “exhausted” voters. Plus, CNBC’s Megan Cassella reports from Washington, and Robert Frank reports on the voter consensus on taxing the wealthy.
Megan Cassella - 11:14
Frank Luntz- 24:29
Gov. Wes Moore - 38:35
In this episode:
Frank Luntz, @FrankLuntz
Gov. Wes Moore, @iamwesmoore
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Megan Cassella, @mmcassella
Robert Frank, @robtfrank
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.
Election Day with Bill Ackman & Rahm Emanuel 11/3/26
Happy election day! Results from the midterms could impact CEOs, dealmaking, and the regulatory landscape; CNBC’s Megan Cassella reports on the key races Wall Street is watching. Hedge funder Bill Ackman, with …
Shownotes
Happy election day! Results from the midterms could impact CEOs, dealmaking, and the regulatory landscape; CNBC’s Megan Cassella reports on the key races Wall Street is watching. Hedge funder Bill Ackman, with nearly $33 billion under management at Pershing Square, shares his perspective on the markets as the midterms begin. While he’s personally invested in SpaceX, he views the company as too uncertain for inclusion in his hedge funds. Rahm Emanuel, former White House Chief of Staff for President Obama, former congressman, and former Chicago Mayor, discusses America’s political landscape heading into the midterms. He’s calling for the Democratic Party to shift back to the center, rather than further left. Plus, OpenAI hired former U.S. Army Secretary Dan Driscoll as senior counselor for national security modernization.
Megan Cassella - 02:43
Rahm Emanuel - 12:45
Bill Ackman - 31:18
In this episode:
Bill Ackman, @BillAckman
Rahm Emanuel, @RahmEmanuel
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Megan Cassella, @mmcassella
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.
Bill Murray, Ken Chenault, & Knowing Your Roots 11/2/26
In a new travelogue docuseries, actor, comedian, and avid golfer Bill Murray joins friend and author Tom Coyne on a trip through Ireland’s golf courses. Bill and Tom share their journeys with Ireland, their own …
Shownotes
In a new travelogue docuseries, actor, comedian, and avid golfer Bill Murray joins friend and author Tom Coyne on a trip through Ireland’s golf courses. Bill and Tom share their journeys with Ireland, their own family roots, and their respective golf games. American Express CEO of 20 years Ken Chenault now serves as Chairman of the famed venture firm General Catalyst. He’s penned a book about his lessons from the C-suite, both on leadership and on citizenship: “Equal to the Task: A Life Forged Between America’s Promise and Its Truth.” Plus, after the biggest crypto heist in history, Binance said it processed $4.65 billion in withdrawals and $1.01 billion in deposits on November 1, with net outflows amounting to 2.1% of Binance’s $171 billion in total assets.
Ken Chenault - 14:11
Bill Murray & Tom Coyne - 28:15
In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
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.
The Largest Crypto Hack & Google’s Worst Day 10/30/26
Binance was hacked in the largest crypto heist ever, impacting $6.3 billion, and Alphabet stock suffered its worst day since Google went public in 2004, dropping 13% on Thursday and wiping out roughly $500 …
Shownotes
Binance was hacked in the largest crypto heist ever, impacting $6.3 billion, and Alphabet stock suffered its worst day since Google went public in 2004, dropping 13% on Thursday and wiping out roughly $500 billion in market cap. Just days away from the U.S. midterms, Representative Suzan DelBene (D-WA) addresses her party’s hopes for voters as they cast ballots with affordability in mind. As Chair of the Democratic Congressional Campaign Committee, Rep. DelBene also addresses the Democrats’ voting scandal in Alaska. Plus, biographer Walter Isaacson discusses Elon Musk’s involvement in politics, including his latest X post warning that democracy is at stake in the upcoming election.
Suzan DelBene - 16:34
Walter Isaacson - 30:20
In this episode:
Rep. Suzan DelBene, @RepDelBene
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.
Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26
Fed Chair Kevin Warsh announced that the Federal Reserve is holding interest rates steady. CNBC’s Steve Liesman breaks down the decision, and former director of the National Economic Council Gary Cohn looks to …
Shownotes
Fed Chair Kevin Warsh announced that the Federal Reserve is holding interest rates steady. CNBC’s Steve Liesman breaks down the decision, and former director of the National Economic Council Gary Cohn looks to the Fed’s future, risks in the AI economy, and what’s coming for consumers. Former New Hampshire Governor Chris Sununu (R) now leads the Airlines for America trade organization, and he warns that jet fuel prices will continue to feel pressure from the Iran war. He’s watching his own brother’s election as well as the rest of the key midterms races around the country. Plus, ECB President Christine Lagarde is stepping down, and the Milwaukee Brewers are baseball’s world champions for the first time in their history.
Steve Liesman - 04:37
Gary Cohn - 16:23
Chris Sununu - 35:34
In this episode:
Gary Cohn, @Gary_D_Cohn
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Steve Liesman, @steveliesman
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.
California’s Billionaire Tax & Global Hot Spots 10/28/26
California voters will decide next week whether to impose a one-time 5% tax on residents worth more than $1 billion. Paris School of Economics Professor Gabriel Zucman joins to advocate for the proposal while …
Shownotes
California voters will decide next week whether to impose a one-time 5% tax on residents worth more than $1 billion. Paris School of Economics Professor Gabriel Zucman joins to advocate for the proposal while Stanford’s Joshua Rauh explains why it will generate far less revenue than projected. Former U.S. Ambassador to NATO Kurt Volker breaks down the pockets of unrest around the world: Houthis in Yemen, protests in Europe, and the ongoing war in Ukraine. The Israeli elections still have no clear winner, and Amb. Volker warns that it may be some time before results are declared. Plus, GM is planning to roll out new hybrid vehicles, and Sam Altman is warning the public about cybersecurity risks exposed by AI
Zucman/Rauh - 13:22
Volker - 31:55
In this episode:
Gabriel Zucman, @gabriel_zucman
Joshua Rauh, @joshrauh
Kurt Volker, @kvolker
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.
Anthropic’s IPO Details, Building ‘The Sims,’ & the World Bank 10/27/26
Anthropic’s S-1 is out! Wall Street, Silicon Valley, and Squawk Box are dissecting it and what it means for the AI ecosystem and other AI IPOs. CNBC’s Leslie Picker unpacks the eye-popping numbers and the …
Shownotes
Anthropic’s S-1 is out! Wall Street, Silicon Valley, and Squawk Box are dissecting it and what it means for the AI ecosystem and other AI IPOs. CNBC’s Leslie Picker unpacks the eye-popping numbers and the remaining questions after the landmark filing. Microsoft is offering voluntary buyouts to 27% of its total workforce as the company ramps up its spend on AI compute power. In an exclusive conversation, World Bank President Ajay Banga explains the AI opportunities around the world, including in developed and developing economies. Fresh off the Global AI and Digital Summit in South Korea, he’s focused on developing critical mining infrastructure and AI innovation in agriculture, infrastructure, healthcare, and tourism. Electronic Arts co-founder Bing Gordon, the man responsible for Madden NFL and The Sims, is out with a book of life lessons, co-authored with his daughter.
Leslie Picker - 02:26
Ajay Banga - 17:16
Bing Gordon - 28:51
In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Leslie Picker, @LesliePicker
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.
Brazil & Europe, Elon Musk & Neocloud “Guppies” 102626
SpaceX has secured a $40 billion debt financing package, Ukraine is disputing Elon Musk’s claim that the country violated Starlink’s terms, and Elon Musk himself is weighing in on neocloud companies, comparing …
Shownotes
SpaceX has secured a $40 billion debt financing package, Ukraine is disputing Elon Musk’s claim that the country violated Starlink’s terms, and Elon Musk himself is weighing in on neocloud companies, comparing their life spans to those of guppies. In Brazil, Luiz Inácio Lula da Silva won a fourth term, and in Europe, protests rage on. Editor in Chief of The Economist Zanny Minton Beddoes argues that the unrest has little to do with immigration, and everything to do with citizens deeply frustrated by their governments. Plus, BioMarin CEO Alexander Hardy is working to bring drugs to the 30 million patients with rare diseases.
Zanny Minton Beddoes - 10:27
Alexander Hardy - 25:10
In this episode:
Zanny Minton Beddoes, @zannymb
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.
OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26
OpenAI is working on a $30 billion funding round from Coatue and the UAE, among others, which would bring the company’s valuation up to $1.25 trillion before Anthropic’s imminent IPO. Elon Musk's ambitions for …
Shownotes
OpenAI is working on a $30 billion funding round from Coatue and the UAE, among others, which would bring the company’s valuation up to $1.25 trillion before Anthropic’s imminent IPO. Elon Musk's ambitions for SpaceX include a merger with Tesla and a strategy for cell towers. President Trump reportedly asked Elon Musk to restore Ukraine’s access to Starshield, but Business school professor Christopher Marquis wants to reform MBA programs, and Moderna’s new vaccine data is good news for melanoma treatment. Plus, CNBC’s Steve Liesman shares more results from his latest All-America Economic Survey, including the approval ratings for President Trump and American sentiment around AI.
Steve Liesman - 15:42
Christopher Marquis - 22:46'
In this episode:
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Steve Liesman, @steveliesman
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.
The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26
Ahead of Anthropic’s highly-anticipated IPO on the Nasdaq, Nasdaq CEO Adena Friedman discusses her exchange’s strategy to win listings in the AI IPO race. Tesla reported its latest financials as the board …
Shownotes
Ahead of Anthropic’s highly-anticipated IPO on the Nasdaq, Nasdaq CEO Adena Friedman discusses her exchange’s strategy to win listings in the AI IPO race. Tesla reported its latest financials as the board considers the details of a SpaceX-Tesla merger. CNBC’s Steve Liesman shares the results of his latest All-America Economic Survey: sentiment on the economy is about as gloomy as it was immediately after the pandemic. Plus, former Bridgewater CIO Rebecca Patterson has penned a book of investing wisdom for market savvy folks without personal investing expertise. In a wide-ranging conversation, she discusses AI’s weights and buoys for the larger economy, global market risks, and market liquidity.
Steve Liesman - 08:21
Adena Friedman - 16:34
Rebecca Patterson - 28:26
In this episode:
Adena Friedman, @adenatfriedman
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Steve Liesman, @steveliesman
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.
Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26
SpaceX shares jumped after it reported surging revenue growth and Elon Musk floated a potential merger of the company with Tesla. Altimeter Capital’s Brad Gerstner says Musk needs to make sure a deal is fair …
Shownotes
SpaceX shares jumped after it reported surging revenue growth and Elon Musk floated a potential merger of the company with Tesla. Altimeter Capital’s Brad Gerstner says Musk needs to make sure a deal is fair for Tesla shareholders and expects at least a 30% premium to where the stock trades today. United Airlines slashed its profit outlook as fuel costs continue to bite. CEO Scott Kirby says airfares will have to go up in order for carriers to be profitable.
Brad Gerstner - 18:18
Scott Kirby - 47:44
In this episode:
Brad Gerstner, @altcap
Phil LeBeau, @Lebeaucarnews
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Ryan Anastasio, @Ryan_Anastasio
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Unrest in Europe & LeBron’s Season Debut 10/20/26
In Europe, it’s an autumn season of unrest. Council on Foreign Relations President Michael Froman discusses protests across France, Belgium, Italy, and other EU nations as politics, affordability, and upcoming …
Shownotes
In Europe, it’s an autumn season of unrest. Council on Foreign Relations President Michael Froman discusses protests across France, Belgium, Italy, and other EU nations as politics, affordability, and upcoming elections collide for frustrated citizens. Froman also considers the path forward for the war in Ukraine, particularly after President Trump, Russian President Putin, and Chinese President Xi are considering a trilateral meeting about the conflict. OpenAI is reportedly aiming to accelerate fundraising before its own IPO and before Anthropic’s IPO, and Chinese tech giants Bytedance, Alibaba, and Tencent have placed massive chip orders from Nvidia. Plus, Director of Villanova’s Sports Law and Business Program Andrew Brandt is ready for the first NBA faceoffs of the season. The most anticipated game will tip off at Madison Square Garden, where LeBron James will make his season debut at the Knicks and 76ers match-up.
Michael Froman - 17:31
Andrew Brandt - 28:26
In this episode:
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.
Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26
From the White House, National Economic Council Director Kevin Hassett emphasizes consumer sentiment as key to interpreting economic and inflation data. As national cases of the measles rise, former FDA …
Shownotes
From the White House, National Economic Council Director Kevin Hassett emphasizes consumer sentiment as key to interpreting economic and inflation data. As national cases of the measles rise, former FDA Commissioner Dr. Scott Gottlieb discusses public health and the FDA’s launch of its Rare Disease Framework Initiative for drug development. Russian President Putin has floated a summit between himself, Chinese President Xi, and President Trump to discuss ending the war in Ukraine. Ukrainian President Zelenskyy, reportedly not included in that summit, has suggested that the U.S. government’s actions have hindered Ukraine’s war defense, and Treasury Secretary Scott Bessent has fired back at President Zelenskyy’s accusations. Plus, the Elizabeth Holmes documentary scored the largest open for a non-music documentary in two decades, Anthropic has announced an intention to donate 5% of its shares to a “public benefit fund,” and Elon Musk has pledged a SpaceX share to every child in America.
Kevin Hassett - 15:32
Dr. Scott Gottlieb - 28:13
In this episode:
Scott Gottlieb, @scottgottliebMD
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 Czar Jay Clayton & John Legend Loves Dogs 10/16/26
The White House “Super Intelligence” task force held its first meeting yesterday amid growing calls to regulate AI. The group’s chair Jay Clayton joins us on his takeaways from the meeting and why the U.S …
Shownotes
The White House “Super Intelligence” task force held its first meeting yesterday amid growing calls to regulate AI. The group’s chair Jay Clayton joins us on his takeaways from the meeting and why the U.S. needs to be wary of foreign espionage attempts related to AI. Singer and songwriter John Legend’s pet food brand “Kismet” is sponsoring an upcoming Halloween dog parade in New York City. The EGOT-winner talks about why he built the business and his growing portfolio outside of music. Plus, Fed chairman Kevin Warsh refrains from signaling whether there will be another interest rate hike this year and Netflix replaces its Chief Content Officer.
Steve Liesman 02:44
Jay Clayton 17:39
John Legend 34:47
In this episode:
John Legend, @johnlegend
Steve Liesman, @steveliesman
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.
AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26
Investors are rotating out of tech stocks amid growing concerns around record-high interest rates and possible overspending on artificial intelligence. Rockefeller Capital CEO Greg Fleming, a Wall Street …
Shownotes
Investors are rotating out of tech stocks amid growing concerns around record-high interest rates and possible overspending on artificial intelligence. Rockefeller Capital CEO Greg Fleming, a Wall Street veteran, discusses his take on the markets and the policy driving unease. New York City Comptroller Mark Levine sent a letter to Anthropic’s CEO Dario Amodei asking the company to delay its upcoming IPO. He says the listing will distract the company from focusing on safety and that the U.S. needs federal regulation on AI. Plus, Ukraine says it will restart strikes on Russian oil refineries and Berkshire Hathaway makes a $330 million investment in Bending Spoons.
Greg Fleming 21:11
Mark Levine 39:26
In this episode:
Mark Levine, @NYCComptroller
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.
Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26
Fighting intensified overnight in the Middle East between Saudi-backed forces and Iran’s Houthi rebel allies. Former Biden White House Senior Advisor Amos Hochstein tells us why the U.S. has been sitting out …
Shownotes
Fighting intensified overnight in the Middle East between Saudi-backed forces and Iran’s Houthi rebel allies. Former Biden White House Senior Advisor Amos Hochstein tells us why the U.S. has been sitting out the conflict and that he’s stopped understanding U.S. strategy in the region. Fanatics is upping its advertising spend in its gambling business as it looks to compete with industry giants Fanduel and DraftKings. Founder & CEO Michael Rubin says he believes it is a good long-term business despite persistent headwinds. Plus, the FBI arrests an OpenAI employee who allegedly planted a recording device in a conference room and more Senators come out against President Trump’s diesel deal with Russia.
Eamon Javers 06:04
Amos Hochstein 16:09
Michael Rubin 26:55
In this episode:
Eamon Javers, @EamonJavers
Amos Hochstein, @amoshochstein
Michael Rubin, @michaelrubin
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Ryan Anastasio, @Ryan_Anastasio
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26
Amid growing concerns about valuations and the AI boom, legendary investor Paul Tudor Jones joins for his take on the markets and his outlook for the new year. He predicts a strong fourth-quarter post the …
Shownotes
Amid growing concerns about valuations and the AI boom, legendary investor Paul Tudor Jones joins for his take on the markets and his outlook for the new year. He predicts a strong fourth-quarter post the midterm elections but warns of challenges in 2027 due to negative flow pictures in the stock market. Author and professor Adam Grant is out with a new book, “Vibe: The Secrets of Strong Connections in a Lonely World.” He says we need to engage in “deep talk” when meeting someone new and ask questions that we would normally wait to ask at a second or third meeting. Plus, Anthropic warns AI models could soon copy themselves across home devices and hackers target French supermarket fridges.
Paul Tudor Jones 11:53
Adam Grant 38:59
In this episode:
Paul Tudor Jones, @ptj_official
Adam Grant, @AdamMGrant
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.
Rising Oil Tensions, AI Agent Oversharing 10/12/26
Tensions are heightened in the Middle East following a deadly attack on Saudi Arabia’s airport in Riyadh. CNBC’s Dan Murphy joins from the region with the latest, while Brian Sullivan reports on the move in oil …
Shownotes
Tensions are heightened in the Middle East following a deadly attack on Saudi Arabia’s airport in Riyadh. CNBC’s Dan Murphy joins from the region with the latest, while Brian Sullivan reports on the move in oil and President Trump’s claim of an energy ceasefire between Russia and Ukraine. Amid growing concerns about rogue AI agents and personal security, XMTP Labs Co-Founder & CEO Shane Mac describes how an agent shared his personal bank statement in a work group chat. Plus, Nvidia is reportedly in talks to buy open-source startup Reflection AI and “The Social Reckoning” disappoints at the box office.
Dan Murphy 02:34
Brian Sullivan 18:49
Shane Mac 35:12
In this episode:
Dan Murphy, @dan_murphy
Brian Sullivan, @SullyCNBC
Shane Mac, @ShaneMac
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.
SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26
In a move that’s pushing telecom stocks lower, SpaceX has agreed to purchase a nationwide spectrum portfolio. Elon Musk biographer Walter Isaacson explains how this move fits into the rest of Musk’s vision for …
Shownotes
In a move that’s pushing telecom stocks lower, SpaceX has agreed to purchase a nationwide spectrum portfolio. Elon Musk biographer Walter Isaacson explains how this move fits into the rest of Musk’s vision for connectivity around the world–and around the solar system. As concerns about AI-fueled job displacement mount around the world, Chieh Huang–founder of Boxed–has started a new re-training venture for laid off employees. Huang explains how Pelgo translates layoffs and employer investment into a more skilled, less anxious workforce. Plus, Starbucks could be prepping to acquire Chipotle, and the Gulf Coast is bracing for Hurricane Isaias.
Walter Isaacson 17:29
Chieh Huang 32:06
In this episode:
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.
AI Math vs. Human Math & Tariffs in the Midterms 10/8/26
President Trump has suggested that the U.S. may initiate more attacks on Iran’s energy infrastructure, and tariffs remain on center stage as the midterm elections draw nearer. U.S. Trade Representative Jamieson …
Shownotes
President Trump has suggested that the U.S. may initiate more attacks on Iran’s energy infrastructure, and tariffs remain on center stage as the midterm elections draw nearer. U.S. Trade Representative Jamieson Greer discusses both from the White House North Lawn. Mathematician and NYU professor Tristan Buckmaster has been working on solving the Navier-Stokes Problem for years; now OpenAI agents have solved it, but Buckmaster believes his work was used in the process. The mathematician discusses his conversations with OpenAI’s leadership and his own concerns about models training on private work. Plus, CNBC’s Contessa Brewer is in Macao for the NBA’s latest push, and a missed email at UPS resulted in China’s receipt of U.S. F-35 parts.
Contessa Brewer - 04:39
Jamieson Greer - 11:34
Tristan Buckmaster - 24:24
In this episode:
Amb. Jamieson Greer, @USTradeRep
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Contessa Brewer, @contessabrewer
Ryan Anastasio, @Ryan_Anastasio
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26
It’s day two of a new media behemoth under David Ellison’s Skydance umbrella. Founding partner of Puck Matt Belloni details the Paramount-Warner Bros. Discovery merger, and he considers the giant’s headwinds …
Shownotes
It’s day two of a new media behemoth under David Ellison’s Skydance umbrella. Founding partner of Puck Matt Belloni details the Paramount-Warner Bros. Discovery merger, and he considers the giant’s headwinds, including cable’s declining profits and ~$80 billion in debt. Michael Lewis wrote “Moneyball,” “The Big Short,” “Going Infinite,” and “The Blind Side,” and he’s now out with a new book: “Blockers: Rebels in the Deep State.” The bestselling author discusses government efficiency and his own dive into the federal workers who resisted in the early days of Elon Musk’s DOGE effort. Plus, protests rage on in France, young people are leaning away from beer, and tech billionaires are only getting bigger.
Robert Frank - 08:23
Michael Lewis - 21:55
Matt Belloni - 35:07
In this episode:
Matt Belloni, @MattBelloni
Joe Kernen, @JoeSquawk
Becky Quick, @BeckyQuick
Andrew Ross Sorkin, @andrewrsorkin
Robert Frank, @robtfrank
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.
Losing Friends & Antagonizing Presidents with Sen. Tillis 10/06/26
28 days from the midterms, Senator Thom Tillis (R-NC) reflects on his tenure in government as documented in his new book, “How to Lose Friends and Antagonize Presidents.” Sen. Tillis shares his own regrets and …
Shownotes
28 days from the midterms, Senator Thom Tillis (R-NC) reflects on his tenure in government as documented in his new book, “How to Lose Friends and Antagonize Presidents.” Sen. Tillis shares his own regrets and his hopes for a Republican Party under pressure from a fractured voter base. As AI innovation continues to spark moral and ethical questions about humanity, machines, and the dignity of work, religious leaders have begun to participate in discussions of the technology’s future. Reverend Walter Kim, president of the National Association of Evangelicals, discusses the paths forward for humans and for society on the whole. Plus, President Trump has signed an executive order to make cheaper diesel more accessible, SpaceX shares jumped this week, and New York Governor Kathy Hochul has declared a State Disaster Emergency as measles cases rise in the state.
Senator Thom Tillis - 13:18
Rev. Walter Kim - 27:40
In this episode:
Thom Tillis, @SenThomTillis
Walter Kim, @revwalterkim
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.
An AI Task Force, AI & Your Happiness, Plague in Siberia 10/5/26
Director of National Intelligence Jay Clayton has been picked to serve as AI czar, leading a “Super Intelligence Force” to address growing concerns about AI. Meanwhile, OpenAI CEO Sam Altman is suggesting …
Shownotes
Director of National Intelligence Jay Clayton has been picked to serve as AI czar, leading a “Super Intelligence Force” to address growing concerns about AI. Meanwhile, OpenAI CEO Sam Altman is suggesting people “accept some bad things” in exchange for the benefits of AI. Professor, columnist, author, and happiness expert Arthur Brooks counsels AI users to retain control of their relationships in the AI era, and Senator Chris Coons (D-DE) discusses potential AI regulation. Plus, Treasury Secretary Scott Bessent goes on the record about the bond market, nearly 200 were hospitalized in Siberia after exposure to the plague, and elections in Brazil and Spain are coming in the next month amid unrest in each country.
Arthur Brooks - 11:58
Sen. Chris Coons - 22:45
In this episode:
Arthur Brooks, @arthurbrooks
Sen. Chris Coons, @ChrisCoons
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.
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