Squawk Pod

Brad Gilbert, a seasoned tennis coach and former pro, shares his insights on the upcoming U.S. Open, highlighting the tournament's record prize money and coaching dynamics. He discusses the evolution of tennis equipment and the synergy between tennis and the rising popularity of pickleball. Jonathan Kanter, a former Assistant AG at the DOJ, provides a legal perspective on the allegations against Fed Governor Lisa Cook, diving into the complex relationship between legal standards and public perception. Expect captivating connections between sports and current events!

Workday warns of challenges in its HR and finance software, raising eyebrows among investors. Meanwhile, Zoom and Ross Stores shine with impressive earnings reports. Excitingly, NBCUniversal may broadcast MLB games, tapping into a new sports audience. In a surprising twist, Airbnb's co-founder joins the White House as Chief Design Officer, aiming to enhance government digital services. Join the conversation on these pivotal market movements and innovative ideas!

Steve Liesman, CNBC's senior economics reporter, shares insights from the Jackson Hole Symposium, tackling allegations of mortgage fraud leveled at Federal Reserve Governor Lisa Cook. He discusses the Fed's role amid inflation concerns with Kansas City Fed President Jeffrey Schmid. Walter Isaacson warns about the rise of 'state capitalism' in the U.S., while Robert Frank highlights the Justice Department's auction of a $300 million Russian mega-yacht. The dynamic intertwining of finance, politics, and ethics creates a compelling dialogue.

Discover the latest market insights as Workday shares its quarterly results amidst AI concerns. Hear about President Trump's renewable energy permit tightens and how it might shake up the industry. United Health aims to mend its public perception, while Elon Musk could face legal repercussions from ambitious voters. Also, get the scoop on Starbucks' bold move into the coconut water beverage market. Tune in for these captivating financial updates!

Join Sarah Friar, CFO of OpenAI, as she dives into the future of AI with insights on ChatGPT-5 and discussions around a possible AI bubble. Alongside her is David Zervos, Chief Market Strategist at Jefferies, sharing his views on tariffs and the Federal Reserve's monetary policy. They explore the dynamics of the tech landscape, the implications of economic strategies, and the critical role of emerging technologies. From retail leadership shifts to public-private partnerships in AI, this conversation is a deep dive into innovation and its economic impact.

Scott Bessent, Treasury Secretary, shares insights on the U.S. strategy for peace in Ukraine, suggesting potential terms for negotiation. He highlights the delicate balance between foreign relations and national security, especially concerning the semiconductor industry. Bessent discusses the government’s possible stake in Intel amid its financial struggles and the impacts of SoftBank's recent $2 billion investment. He also touches on Nvidia’s new chip advancements for China, underscoring the complexities of global trade and innovation in critical sectors.

In the wake of President Trump’s meeting with Russia’s Vladimir Putin in Alaska on Friday, Ukrainian President Volodymyr Zelenskyy joins heads of state from Germany, France, the UK, and other European leaders in Washington, DC. U.S. Ambassador to NATO Matthew Whitaker explains the concessions on the table for peace in Ukraine. A group of Senate Democrats have written a letter urging President Trump to rethink US chip sales to China. In a debate about that industrial policy and the impact of a potential government stake in Intel, former economic advisor for President Trump Stephen Moore joins former Treasury official under President Biden, Natasha Sarin. Plus, investors await the Federal Reserve’s annual symposium this upcoming Friday in Jackson Hole, Wyoming, and Cameron and Tyler Winklevoss are aiming to capitalize on an open IPO window.  Matthew Whitaker - 16:07Natasha Sarin & Stephen Moore - 29:53 In this episode:Eamon Javers, @EamonJaversBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

The 5 things you need to know before the stock market opens today: Tesla is reportedly offering discounts to car leasing companies in the UK, Novo Nordisk received FDA approval for a liver disease treatment, Samsung’s phone shipments to the U.S. surged in the second quarter, tech company supplier Foxconn will operate a U.S. factory as a joint venture with Softbank, OpenAI, and Oracle, and the Warner Brothers horror film “Weapons” remained number one at the weekend box office.  Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. 

The U.S. government may take a stake in Intel, according to Bloomberg and Wall Street Journal reports. CNBC’s Eamon Javers covers the story, the precedent, and the potential impact on the American system. Alongside Joe Kernen and Andrew Ross Sorkin, CNBC’s Steve Liesman and Rick Santelli unpack the latest economic inflation data on retail and import sales, including what they tell us about who’s bearing the brunt of tariff costs. Chicago Fed President Austan Goolsbee helps interpret today’s numbers and the recent CPI and PPI reports; he’s flagging a note of unease in the economic picture the data paint. Plus, President Trump and President Vladimir Putin are meeting today in Anchorage, Alaska.  Javers - 08:15Liesman - 22:16Santelli - 26:23Goolsbee - 27:38 In this episode:Austan Goolsbee, @Austan_GoolsbeeEamon Javers, @EamonJaversRick Santelli, @RickSantelliSteve Liesman, @steveliesmanJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

The 5 things you need to know before the stock market opens today: President Trump will meet Vladimir Putin in Alaska to discuss a Russia-Ukraine truce, China’s economy slowed in July, Japan’s economy grew more than expected, Air Canada expects to cancel hundreds of flights ahead of a strike, and Nike Co-Founder Phil Knight donates $2B to Oregon Health and Science University. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.