Squawk on the Street SOTS 2nd Hour: Trump Talks Greenland, Citadel's Ken Griffin, & Thoma Bravo's Orlando Bravo 1/21/26
10 snips
Jan 21, 2026 
Ken Griffin, the Founder and CEO of Citadel, shares insights from Davos, reacting to President Trump's comments on Greenland and discussing geopolitical dynamics. He analyzes market trends, including tariffs and housing solutions, while emphasizing AI's role in the future. Orlando Bravo, Founder of Thoma Bravo, delves into the software sell-off, identifying it as a potential buying opportunity amidst AI advancements. He also outlines his strategy for consolidating software markets and preparing them for significant exits.
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Greenland Framed As Strategic Asset
- Trump framed Greenland as a strategic security asset, not a simple land dispute.
- Markets reacted positively when he ruled out use of force and stopped short of immediate tariffs.
Defense Burden And Greenland Context
- Ken Griffin argued the US has shouldered defense costs for decades and seeks fairer burden sharing.
- He called Greenland discussion deserving of thoughtful consideration given missile-defense implications.
Tariffs Functionally Tax Americans
- Griffin noted tariffs act like taxes and recent research shows Americans bore much of the burden.
- He warned tariffs raise costs for US consumers and businesses despite initial theories.