Squawk Pod

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  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
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  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
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  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
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  Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 22.09.2026 53min

  Outspoken investor, philanthropist and Home Depot founder Ken Langone is Squawk Box’s special guest. In an extended conversation, he discusses the consumer economy, his favorite stocks, and the intersection of business and politics. Langone joins a spirited discussion with Sen. Peter Welch (D-VT), looking ahead to the midterms and suggests he’s willing to pay higher taxes. Skybridge founder Anthony Scaramucci diagnoses the rise of President Trump to a few key moments in recent economic history. Plus, Paramount has paved a path to merge with Warner Brothers Discovery, east coast airports suffered disruptions as UNGA began, Jamie Dimon has commented on the global markets and Meta’s new AI agent takes off. Anthony Scaramucci - 12:49 Ken Langone - 28:19 Sen. Peter Welch - 41:55 In this episode: Anthony Scaramucci, @Scaramucci Sen. Peter Welch, @SenPeterWelch Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 21.09.2026 49min

  Treasury Secretary Scott Bessent is fresh off a meeting with China’s Vice Premier He Lifeng, just a few days before the meeting between President Trump and President Xi this week. Sec. Bessent shares takeaways from his own meeting, including his perspective on AI competition between the U.S. and China and the regulatory responsibility of AI developers. Plus, Sec. Bessent discusses the Federal Reserve’s latest rate hike and President Trump’s decision to revoke credentials from CNN, MS Now, and Politico journalists in the White House press pool. CNBC’s Eamon Javers reports on the joint lawsuit CNN, MS Now, and Politico filed against the Trump administration in response. In a discussion about AI safety and ethics, Stuart Russell, University of California at Berkeley professor and president of the International Association for Safe and Ethical AI, considers the likelihood of maintaining control of AI as it grows more capable. Nvidia CEO Jensen Huang has dismissed many AI concerns as “doomsday narratives.” Eamon Javers - 03:56 Stuart Russell - 14:16 Sec. Scott Bessent - 30:35 In this episode: Scott Bessent, @SecScottBessen Eamon Javers, @eamonjavers Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie
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  Controlling AI with Mustafa Suleyman & Warren Buffett Steps Down as Berkshire Chair 9/18/26 18.09.2026 40min

  Mustafa Suleyman, Microsoft AI CEO, says artificial intelligence models need to stay aligned with humanity’s interests and says that, for his peers in the technology industry, it’s the most responsible path. This conversation caps off a week of warnings about AI from guests on Squawk Pod. The New York Knicks had to pause single-game ticket pricing for the season ahead when a glitch led to some eye-poppingly large numbers. Sports manager Rich Kleiman is bullish on the future of the sports economy – with so much choice for consumers in how and where they want to cheer on their favorite athletes. And, the end of an era in Omaha as Warren Buffett announces he is stepping down as chairman of the board of Berkshire Hathaway after a 60-plus-year run. Mustafa Suleyman - 19:18 Rich Kleiman - 34:14 In this episode: Mustafa Suleyman, @mustafasuleyman Rich Kleiman, @richkleiman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  The Fed Moves and Rahm Emanuel looks at 2028 9/17/26 17.09.2026 42min

  The Federal Reserve delivered a much-anticipated rate hike, part of new Chair Kevin Warsh’s goal to combat inflation. CNBC’s Steve Liesman reports on President Trump’s reaction to the rate-setting committee's unanimous move, and former Vice Chair Roger Ferguson describes what could happen to the economy now. Rahm Emanuel, former Ambassador and former Chicago Mayor, on the personal politics of today’s Democratic Party. Plus, OpenAI discloses new instances of AI models breaking past guardrails. Steve Liesman - 04:25 Roger Ferguson - 11:31 Rahm Emanuel - 25:59 In this episode: Steve Liesman, @steveliesman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  “Science of the AI Mind” & Ron Baron 9/16/26 16.09.2026 59min

  Jensen Huang, Mark Zuckerberg, and Dario Amodei discussed AI guardrails at the Salesforce conference this week, each with a different perspective on safety and innovation. In a Wall Street Journal piece, Reciprocal Research director Cameron Berg argues that AI systems are being built faster than humans can understand them. He pushes for study of the “science of the AI mind” in this modern era of science fiction. Billionaire mutual funder Ron Baron made literal billions from his long-term bets on Elon Musk’s Tesla and SpaceX companies. In an extended conversation, he discusses data centers in space, dystopian robots, and the potential tie-up of Tesla and SpaceX. Plus, bitcoin fell after the Clarity Act failed to pass the Senate, and diesel prices hit a record high. Ron Baron - 15:54 Cameron Berg - 48:52 In this episode: Ron Baron, @BaronCapital Cameron Berg, @camhberg Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Maryland Gov. Wes Moore & the AI Buildout 9/15/26 15.09.2026 39min

  Seven weeks away from the midterm elections, Maryland Governor Wes Moore (D) discusses his own reelection campaign, the future of the Democratic Party, and rumors of his own run for President. Gov. Moore also weighs in on regulating data centers and their energy consumption. Manufacturing company Flex is spinning off its power and cloud business, and CEO Revaithi Advaithi explains her role in the AI infrastructure ecosystem and the long road of power development in the U.S. Plus, President Trump and Jensen Huang have weighed in on AI regulations, warnings, and guardrails. Gov. Wes Moore - 14:06 Revathi Advaithi - 30:59 In this episode: Gov. Wes Moore, @iamwesmoore Revathi Advaithi, @RevathiAdvaithi Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Calls for an AI Slowdown 9/14/26 14.09.2026 50min

  Leaders in AI have joined a refrain to slow the pace of innovation as fears of AI’s risk to humanity mount. Dario Amodei, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk have all commented on the concerns, while President Trump insists that competing with China is paramount. Former Democratic Senator Joe Manchin, now an Independent, calls on President Trump to use his executive power to pause AI IPOs until regulation is passed. CNBC’s Leslie Picker reports on the IPO timeline for Anthropic and OpenAI amid the calls for a slowdown. Plus, Elon Musk biographer Walter Isaacson considers methods for humans to maintain control of AI. Leslie Picker - 19:36 Joe Manchin - 24:49 Walter Isaacson - 42:31 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Joe Manchin, @Sen_JoeManchin Leslie Picker, @LesliePicker Katie Kramer, @Kramer_Katie
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  25 Years Later 9/11/26 11.09.2026 25min

  25 years since the terrorist attacks on September 11, 2001, Squawk Box remembers those who were lost and those who rebuilt. KBW CEO Tom Michaud, spared that day by mere chance, remembers the third of his colleagues who were killed in the south World Trade Center tower. Michaud also celebrates the heroism and unity that came after that day and highlights ways to foster a resilient community in New York today. In 2026, AI is becoming a flashpoint for concern and for unity. Nvidia’s Jensen Huang has suggested that cybersecurity companies stoking the fires of alarm, while President Trump dismissed AI fears and OpenAI’s Sam Altman held a company all-hands after AI researchers shared concerns publicly. Plus, August’s CPI report has raised the likelihood of an interest rate hike from the Fed. Tom Michaud - 15:13 Steve Liesman - 26:14 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Steve Liesman, @steveliesman Katie Kramer, @Kramer_Katie
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  AI Alarms, Canada’s Opposition, The GOP Convention 9/10/26 10.09.2026 43min

  Former Google Design Ethicist Tristan Harris is now co-founder and president of the Center for Humane Technology, and he explains the alarm from AI researchers, executives, and investors on rogue and “uncontrollable” AI. Harris comments on AI regulation, leadership, the new opinion piece from Paul Tudor Jones, and recent departures from frontier labs like Anthropic. Canada’s Conservative Party leader Pierre Poilievre discusses the U.S.-Canada trade relationship and the future of his country’s politics. Plus, President Trump, Treasury Secretary Scott Bessent, and Democrat Senator John Fetterman spoke at the GOP Midterm Convention in Dallas. Tristan Harris 18:34 Pierre Poilievre 37:39 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Microsoft’s Brad Smith & Utah Gov. Cox: AI, Teaching, & Peace 9/9/26 09.09.2026 42min

  Microsoft has teamed up with the American Federation of Teachers to create guardrails for AI in classrooms. Microsoft President Brad Smith and AFT President Randi Weingarten discuss data protections for students using AI as well as the ongoing challenge of matching the paces of AI safety and AI innovation. A year after Charlie Kirk’s assassination in Utah, Governor Spencer Cox (R-Utah) has released his book, “Off Ramp: How to Be a Peacemaker in an Age of Contempt.” Gov. Cox discusses the importance of bipartisan discussion in a healthy democracy, and addresses concerns about data center construction in his state. Plus, a report from the Telluride Film Festival and an Anthropic researcher has resigned in a surprising and scathing social media post. Brad Smith & Randi Weingarten - 16:42 Gov. Spencer Cox - 34:26 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  GLPs & Fraud with Dr. Oz & Kevin O’Leary’s $11m Baseball Card 9/8/26 08.09.2026 38min

  Canada’s retaliatory tariffs on U.S. goods–including on U.S. steel and dairy–have taken effect as fallout continues from the collapse of trade talks last month. Nvidia CEO Jensen Huang is celebrating AGI after OpenAI released GPT-6 while the lab’s chief scientist issued a warning about AI scaling. Dr. Mehmet Oz, administrator for the Centers for Medicare and Medicaid Services, discusses fraud in America’s healthcare system, global drug pricing and innovation, and the widespread impact of obesity drugs. Plus, a new documentary about Theranos founder Elizabeth Holmes was unveiled at Telluride, and investor Kevin O’Leary has taken possession of an $11 million Shohei Ohtani baseball card. He explains how he’s diversifying his own portfolio with collectible assets like this one. Dr. Mehmet Oz - 12:47 Kevin O’Leary - 31:02 In this episode: Dr. Mehmet Oz, @DrOzCMS Kevin O’Leary, @kevinolearytv Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  What Pablo Torre Found Out & Banning Artificial Superintelligence 9/4/26 04.09.2026 37min

  : The long tail of the NBA’s shocking punishment of LA Clippers owner and former Microsoft CEO Steve Ballmer.  Podcaster Pablo Torre has been at the center of this story; he and Washington University’s Patrick Rishe discuss the latest reporting and the future options for the NBA. Rep. Greg Casar, the Texas Democrat who chairs the House progressive caucus, describes the need for legislation he’s introduced with Vermont Sen. Bernie Sanders to ban artificial superintelligence, when concerns are high about hacks by rogue agents. Plus, diesel prices hit a new high, global bonds remain vulnerable and Vice President JD Vance wants to Fed to cut interest rates. Pablo Torre & Patrick Rishe -17:17 Greg Casar - 30:50 In this episode: Pablo Torre, @PabloTorre Patrick Rishe, @PatrickRishe Rep. Greg Casar, (D-TX) @RepCasar Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Nvidia Buys Hugging Face 9/3/26 03.09.2026 34min

  Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker and world’s most valuable company moves into a future beyond hardware. The CEOs of both companies, Nvidia’s Jensen Huang and Hugging Face’s Clement Delangue, join exclusively to discuss the terms of the courtship and the deal – and the future of artificial intelligence’s open source commitment. Plus, the NBA suspends Clippers’ owner Steve Ballmer for violating terms of the league’s salary cap in signing Kawhi Leonard. And, New York City schools ban AI from elementary school classrooms Jensen Huang and Clement Delangue - 13:32 In this episode: Jensen Huang, @JensenHuang Clement Delangue, @ClementDelangue Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie
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  Berkshire Hathaway CEO Greg Abel & Sec. Lutnick Blames Canada 9/2/26 02.09.2026 52min

  Berkshire Hathaway’s new CEO Greg Abel is in Tokyo, where he’s discussing the firm’s stakes in Japanese trading houses. Abel also discusses Berkshire’s Alphabet stake, a portfolio shift spearheaded by Warren Buffett. Then, U.S. Commerce Secretary Howard Lutnick joins the show from the G20 in North Carolina. Ahead of a fireside chat with Nvidia’s Jensen Huang and OpenAI’s Sam Altman, Sec. Lutnick discusses the data center boom, semiconductor tariffs, American competitiveness, and his own perspective on the collapse of trade talks with Canada. Greg Abel - 5:19 Sec. Howard Lutnick - 30:50 In this episode: Howard Lutnick, @howardlutnick Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie
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  Apple’s New CEO & Mayor Mamdani’s Business Council 9/1/26 01.09.2026 38min

  Anthropic has secured a $35 billion deal with Nvidia-backed Lambda for a Texas data center, and today Apple welcomes its new CEO John Ternus, after Tim Cook’s 15 years on the job. NYC Mayor Zohran Mamdani has assembled a 15-person business advisory council to bridge his office with Wall Street. One councilmember, RXR CEO Scott Rechler, discusses why he agreed to participate, despite initial uncertainty about the Mayor’s plans for New York. Plus, pioneer of index-fund investing David Booth has written a book on his investing philosophy: “Stay Calm: Learn to Embrace Uncertainty in Investing and Life.” The legendary investor shares his perspective on investing and his faith in human ingenuity through any market cycle. In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Scott Rechler, @scottrechler Katie Kramer, @Kramer_Katie David Booth - 18:51 Scott Rechler - 31:49
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  The G20, Spider-Man, & OpenAI’s Call on Cursor 8/31/26 31.08.2026 32min

  In the first attack since July, the U.S. struck Iran at Larak Island. CNBC’s Dan Murphy reports on the latest exchanges from Dubai. OpenAI will end access to Cursor after SpaceX’s acquisition of the AI startup. At the G20 in Asheville, North Carolina, former U.S. Treasury official Joe LaVorgna explains his optimism about America’s economic trajectory and weighs in on both the Treasury’s bond buyback plan and Kevin Warsh’s next interest rate announcement. Plus, Fandango and Rotten Tomatoes correspondent Erik Davis discusses the busy summer movie season and the five impressive weeks at the box office for "Spider-Man: Brand New Day." Dan Murphy - 03:21 Joe LaVorgna - 15:47 Erik Davis - 28:39 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Dan Murphy, @dan_murphy Katie Kramer, @Kramer_Katie
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  Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26 28.08.2026 34min

  After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit cards. Meta reached an $18 billion multi-state settlement in its social media addiction trial, as CNBC’s Julia Boorstin reports, and a judge ruled in favor of Anthropic, finding that the Pentagon took illegal action in categorizing the company as a supply chain risk. The Information CEO and Editor-in-Chief Jessica Lessin discusses both tech headlines, as well as reports of an Anthropic IPO in October. Plus, President Trump has issued changes to the U.S. hog and poultry processing system. Max Levchin - 13:30 Julia Boorstin - 25:46 Jessica Lessin - 29:47 In this episode: Jessica Lessin, @jessicalessin Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Julia Boorstin, @JBoorstin Cameron Costa, @CameronCostaNY