Squawk Pod Lloyd Blankfein & David Rubenstein Remember Charlie Kirk & 9/11 9/11/25
Sep 11, 2025
Join David Rubenstein, co-founder of the Carlyle Group, known for his philanthropic endeavors, and Lloyd Blankfein, former CEO of Goldman Sachs, as they reflect on the somber anniversary of 9/11. They discuss the current economic landscape, tackling inflation and the Federal Reserve's challenges with humor and nostalgia. Former Speaker Kevin McCarthy shares insights on political discourse and the necessity for unity in a divided America. Together, they honor memories while addressing pressing issues affecting the nation.
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30 Years Of Market Memory
- David Rubenstein brought Cal Ripken jerseys and bobbleheads to celebrate Squawk Box's 30th anniversary.
- He recalled historical markers like the Dow under 4,000 and pop culture moments to frame long-term change.
Fed Still Focused On Inflation
- Rubenstein argued the Fed is still more worried about inflation than unemployment despite softer jobs data.
- He predicts a cautious 25 basis point cut rather than a surprise 50 basis point move.
Exits And IPOs Sign Market Thaw
- Rubenstein observed deal activity is returning with IPOs and exits picking up.
- He sees private equity fundraising and exits loosening as a sign the economy isn't in deep trouble.