Squawk Pod

Folgen

• 
  Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 19.10.2026 36Min.

  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
• 
  AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26 16.10.2026 42Min.

  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
• 
  AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 15.10.2026 44Min.

  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
• 
  Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26 14.10.2026 38Min.

  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
• 
  Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26 13.10.2026 45Min.

  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
• 
  Rising Oil Tensions, AI Agent Oversharing 10/12/26 12.10.2026 39Min.

  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
• 
  SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26 09.10.2026 36Min.

  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
• 
  AI Math vs. Human Math & Tariffs in the Midterms 10/8/26 08.10.2026 34Min.

  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
• 
  DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26 07.10.2026 41Min.

  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
• 
  Losing Friends & Antagonizing Presidents with Sen. Tillis 10/06/26 06.10.2026 36Min.

  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
• 
  An AI Task Force, AI & Your Happiness, Plague in Siberia 10/5/26 05.10.2026 37Min.

  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
• 
  AI Safety with a Facebook Whistleblower & A $110B Media Merger 10/2/26 02.10.2026 34Min.

  Facebook whistleblower Frances Haugen wrote a memoir of her time at Facebook, during which she leaked documents to The Wall Street Journal to shed light on what (and when) Facebook knew about the potential harms of its algorithms. The memoir is now part of the basis for “The Social Reckoning,” a film designed as a follow up to “The Social Network.” Frances Haugen herself explains how the world of AI is different from that of social media, and the role big tech can play in self regulation on both. Plus, former MTV CEO Michael Wolf discusses the $110B merger of Paramount Warner Bros, expected to close soon, Anthropic’s IPO could be coming before Thanksgiving, and OpenAI’s ChatGPT wants to help you shop. Frances Haugen - 15:12 Michael Wolf - 28:25 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
• 
  AI Agents with Airbnb CEO Brian Chesky & Walter Isaacson 10/1/26 01.10.2026 46Min.

  Google is the latest tech giant to release its own AI agent as concerns about AI safety persist both inside and outside the tech industry. Elon Musk biographer, professor, and student of history Walter Isaacson discusses the AI doomsday narrative and the personality clashes behind the AI headlines. Airbnb CEO Brian Chesky weighs in on the future of AI agents, including his own efforts to build one and the larger rhetoric problem that Silicon Valley has, when it comes to AI. Chesky issues a wake up call to his fellow tech leaders. Plus, Mattel CEO Ynon Kreiz is moving to Paramount-WBD, and Foundayo’s latest trial results made good news for Eli Lilly. Walter Isaacson - 18:31 Brian Chesky - 33:37 In this episode: Brian Chesky, @bchesky Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
• 
  A White House Accord with AI’s Leaders 9/30/26 30.09.2026 46Min.

  After President Trump hosted tech and AI leaders at the White House on Tuesday, the group ultimately agreed to an “Accord on Super Intelligence.” Director of National Intelligence Jay Clayton, in the room for the meeting, discusses the significance of the accord and liability issues for AI. While Axios has reported that Jay Clayton could be one of President Trump’s candidates for AI Czar, Clayton is focused on the outcomes of Tuesday’s meeting. Author of “The Infinity Machine” Sebastian Mallaby weighs in on the accord as well, addressing Dario Amodei’s relationship with the President and the friction between innovation and safety in the world of artificial–or super–intelligence. Sebastian Mallaby - 19:56 Jay Clayton - 31:12 In this episode: Sebastian Mallaby, @scmallaby Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
• 
  Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve 30.09.2026 21Min.

  One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman
• 
  Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 29.09.2026 47Min.

  As tech titans head to the White House for a meeting, Speaker Mike Johnson (R-LA) discusses his expectations for the meeting, the future of AI guardrails, and the upcoming midterm elections. Senator Elizabeth Warren (D-MA) is zeroing in on big tech’s tax breaks and the AI data center build out. SEC Chairman Paul Atkins responds to Anthropic’s “existential risk to humanity” in its IPO prospectus. Chair Atkins underscores his own mission to keep America’s IPO market strong. Paul Atkins - 08:30 Speaker Mike Johnson - 20:26 Sen. Elizabeth Warren - 38:35 In this episode: Paul Atkins, @SECPaulAtkins Rep. Mike Johnson, @SpeakerJohnson Sen. Elizabeth Warren, @SenWarren Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
• 
  Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26 28.09.2026 50Min.

  In an extended interview, Nvidia CEO Jensen Huang explains the company’s newest AI safety software–part of an effort to create a modern web browser for AI. Huang makes the case to innovate and understand technology before attempting to regulate it. Then, former Disney CEO Bob Chapek unveils his memoir, “Inside the Castle Walls: My Thirty Years at the Happiest Place on Earth.” Chapek recounts his long career at Disney and his tumultuous two and a half years as CEO, before being replaced by the very leader he succeeded: Bob Iger. Chapek reflects on the dramatic and disappointing end to his tenure. Plus, Bill Gates has issued another warning on AI. Jensen Huang - 09:32 Bob Chapek - 38:36 In this episode: Jensen Huang, @JensenHuang Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY
• 
  A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 25.09.2026 41Min.

  U.S. Ambassador to China David Perdue has been in the room during the summit and state dinner between President Trump and President Xi this week. Amb. Perdue discusses the evolving relationship between the two leaders, bilateral trade, Iran, Taiwan, and the potential of U.S.-China collaboration on AI. Plus, Ark Invest CIO and CEO Cathie Wood shares her outlook, as shared in her latest investor letter. A Tesla, SpaceX, Coinbase, Kalshi, and Robinhood investor, Wood discusses her bets on the future of tech. Megan Cassella - 02:33 Amb. David Perdue - 15:03 Cathie Wood - 30:41 In this episode: Cathie Wood, @CathieDWood Megan Cassella, @mmcassella Joe Kernen, @JoeSquawk Kelly Evans, @KellyCNBC Cameron Costa, @CameronCostaNY
• 
  Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 24.09.2026 32Min.

  Meta’s Muse Charm launch has prompted a surge in Meta stock as investors consider the wider implications of a device to harness AI. Media and tech watching Rich Greenfield discusses the gravity of this moment in the AI revolution and the value it could create for Meta shareholders. AOL co-founder Steve Case weighs in on the liability and regulatory issues that arise in a tech revolution. Plus, China’s President Xi Jinping is visiting the U.S. for the first time in 11 years, and the 30-year Treasury bond yield has hit its highest level since 2004, as investors weigh the likelihood of another rate hike from the Fed. Rich Greenfield - 17:00 Steve Case - 27:20 In this episode: Rich Greenfield, @RichLightShed Joe Kernen, @JoeSquawk Kelly Evans, @KellyCNBC Cameron Costa, @CameronCostaNY
• 
  Socialism Vs. Capitalism & Diesel Exports 9/23/26 23.09.2026 36Min.

  As support for Democratic Socialists grows around the country, the U.S. Chamber of Commerce has launched a “Free Enterprise Express” bus tour to educate Americans on free market capitalism. President and CEO of the Chamber Suzanne Clark discusses the marketing of capitalism and its support–and frustrations–across the nation. Rep. Ro Khanna (D-California) discusses the fractures within his own party, including the rising popularity of DSA and growing discontent with the billionaires in his own district, Silicon Valley. Plus, President Trump said he’s in support of a full or partial ban on diesel exports, Treasury Secretary Scott Bessent could be the next White House AI czar, and the Trump administration has removed about 760,000 Obamacare enrollments, alleging fraud. Rep. Ro Khanna - 14:59 Suzanne Clark - 31:39 In this episode: Ro Khanna, @RepRoKhanna Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie