Eamon Javers

Eamon Javers, a CNBC reporter specializing in foreign policy, and Brian Sullivan, a CNBC anchor with energy insights, dive into the implications of Venezuela's oil flow to the U.S., revealing that sanctioned oil will be sold indefinitely. They discuss the intricate details of the arrangement and its impact on American banks. Jacob Soboroff, an MSN anchor and author, shares his personal tale following the Los Angeles fires and the challenges of recovery, including housing issues and labor shortages. Together, they explore the intersection of geopolitics and community resilience.

Eamon Javers, a Washington correspondent focused on Supreme Court and tariff issues, discusses the implications of a delayed SCOTUS ruling on major tariffs. Loretta Mester, former Cleveland Fed President, analyzes inflation dynamics and expectations for Federal Reserve policies. Bill Nygren, a seasoned portfolio manager, shares insights on value investing, emphasizing companies like Warner Bros. Discovery and Citi. The podcast also dives into Tesla's switch to a subscription model for Full Self-Driving technology and congressional discussions about banning lawmakers from stock trading.

Eamon Javers, a Washington-based CNBC reporter, dives into the heated clash between President Trump and Jerome Powell, exploring the implications of a potential DOJ probe into the Fed chair. The discussion shifts to staggering bank earnings results, with significant stock responses from Bank of America and Wells Fargo. Javers also illuminates upcoming Supreme Court decisions on tariffs and their ramifications, while Netflix’s move towards an all-cash deal for Warner Bros adds fuel to the corporate strategy fire.

Senator Dave McCormick, a former business executive and current U.S. Senator from Pennsylvania, tackles the critical issues of health care policy and the implications of a national AI regulatory framework. He warns about the approaching expiration of ACA subsidies and suggests urgent reforms to stabilize healthcare costs. Eamon Javers, CNBC's Washington correspondent, shares insights on the White House's latest executive order to streamline AI regulation, emphasizing its potential impact on state laws. Together, they discuss the balance of innovation and risk in the evolving AI landscape.

Eamon Javers, a Washington-based reporter, features prominently with insights on the president's recent social media post threatening tariffs, which sent markets into a tailspin. The conversation reveals the potential market implications and investor reactions. Additionally, the discussion dives into the plummeting chip stocks due to China antitrust issues and explores whether the market is overly concentrated in the AI trade. Javers and guests offer a spirited analysis of current economic conditions and pivotal bank earnings to watch.