Squawk on the Street

Ramon LaGuarta, CEO of PepsiCo, shares his insights on consumer confidence in light of economic shifts. He discusses the impact of inflation on spending habits and emphasizes how deregulation might encourage business growth. LaGuarta also highlights the importance of transparency in processed foods and the need for adapting nutrition strategies as consumer needs evolve. Additionally, he touches on potential FDA changes under the Trump administration and their implications for the food industry, stirring a thoughtful conversation about market dynamics.

Join Jim and Jeff as they reveal key trading strategies, particularly their decision to trim positions in Coterra Energy and share concerns over Honeywell. They discuss the importance of communicating effective investment strategies amid market uncertainties. The duo also dives into 2025 stock market predictions, focusing on spin-offs and their implications for investors. Additionally, they highlight the hidden value of major pharmaceutical companies in the current economic landscape.

Former U.S. Treasury Secretary Steven Mnuchin shares insider insights on the economic implications of President Trump's return to office. He discusses the future of TikTok amidst changing political landscapes and executive orders. The conversation also touches on tariffs and the evolving relationship with China, examining how these factors may impact investors. In addition, the analysis of Apple’s recent performance and the broader market response paints a vivid picture of the intersection between politics and finance.

Jim and Jeff explore the fallout from the Supreme Court's TikTok ban and its effects on American users. They identify potential winners, like Meta and Alphabet, as they pivot to capitalize on the changes. The podcast also examines Apple's recent stock challenges and shifts in revenue strategies. Listeners gain strategic insights into market trends and can learn more through the CNBC Investing Club, which offers exclusive content and educational opportunities.

Eamon Javers, CNBC's senior Washington correspondent, analyzes the Supreme Court's unanimous decision to uphold the TikTok ban and its political ramifications. Julia Boorstin, a technology correspondent, discusses how the ban could affect other social media platforms like Meta and YouTube. Mitchell Green, a ByteDance investor, shares insights on the potential future ownership of TikTok, while Glenn Gerstle, a former NSA advisor, highlights national security implications. The conversation dives into U.S.-China tensions and the broader market reactions to these developments.

As the markets brace for Donald Trump's return, a dive into the performance of S&P 500 stocks reveals Nvidia's staggering 900% rise. Tech titans prepare for a new era, while the fate of TikTok hangs in the balance amid Supreme Court discussions. With Apple facing stock slump pressures and key obesity drugmakers reacting to Medicare news, the podcast uncovers the intricate ties between political shifts and market dynamics. Goldman Sachs CEO's lucrative retention award also stirs conversation as economic resilience and banking trends come into focus.

Fed Governor Chris Waller shares insights on inflation trends and hints at potential interest rate cuts on the horizon. He emphasizes December's CPI data aligning with the Fed's inflation target. Canadian Minister of International Trade Mary Ng counters President Trump's tariff threats, stressing their negative impact on American consumers and businesses. The conversation highlights the importance of collaboration in trade negotiations to support economic growth and stability in U.S.-Canada relations.

Jim and Jeff spotlight a promising biopharmaceutical company's potential, particularly in treating major mental health issues. They discuss advancements in drug treatments, linking them to broader societal challenges like schizophrenia and homelessness. The duo also reflects on the cautious market climate while highlighting opportunities in emerging markets, notably China and India. Join the CNBC Investing Club for deeper insights into these exciting market trends!

Stocks soared after a strong rally, thanks to upbeat earnings from major banks like Bank of America and Morgan Stanley. UnitedHealth's challenges were highlighted following a tragic executive loss. Jim Cramer shared insights on market dynamics with a second Trump term approaching. The podcast delves into the booming pet industry with Dogtopia leading the charge and examines the impact of California wildfires on local economies and utilities. Additionally, it tackles banking sector shifts and the geopolitical landscape affecting technology.

David Harrow, a Partner and CIO at Harris Associates, shares his expertise on international equities. He discusses the positive CPI report and its implications for the Federal Reserve's future rate decisions. The conversation shifts to recent bank earnings, focusing on key players like J.P. Morgan and Goldman Sachs. Harrow highlights the investment potential in European markets, particularly attractive price-to-earnings ratios and economic policies. Finally, they delve into the impact of California wildfires on local real estate and rental markets.