Squawk Pod

Ray Dalio, founder of Bridgewater and author of influential books, dives deep into pressing global financial issues. He discusses America’s rising national debt and shares strategies for navigating a potential debt crisis. Dalio explores the role of AI in the economy and geopolitics, particularly during Trump’s presidency. Additionally, he offers insights on investment strategies amid rising interest rates and the changing landscape of money, including alternatives like gold and Bitcoin. His perspectives on the U.S.-China relationship highlight the need for urgent action to avoid escalating tensions.

In this special extended episode, Becky Quick speaks to insiders from Wall Street, Washington, and C-suites ahead of President Donald Trump’s inauguration as the 47th President of the United States. Tune in for over 2 hours of conversations with investors like Stanley Druckenmiller and David Rubenstein, Pfizer CEO Albert Bourla, and DC insiders including Senator Markwayne Mullin (R-Oklahoma), Senator Bill Hagerty (R-Tennessee), and Senator Chris Coons (D-Delaware).  In this episode:Eamon Javers, @EamonJaversSteve Liesman, @steveliesmanRobert Frank, @robtfrankEmily Wilkins, @emrwilkinsBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY

Rich Greenfield, co-founder of LightShed Partners, discusses the Supreme Court's TikTok ban ruling and its implications for the app's future in the U.S. Meanwhile, Amos Hochstein, a senior advisor to President Biden, shares insights on the potential ceasefire between Israel and Hamas and ongoing prisoner negotiations. The conversation also touches on the impact of social media on youth and the complex interplay between national security and big tech legislation, especially with a leadership change on the horizon.

Tensions rise as a fragile ceasefire deal teeters on the brink of approval between Israel and Hamas, with insights from former foreign policy advisor Dan Senor. He dives into the deal's shortcomings for Israel while advocating for its acceptance. President Biden's farewell address warns of impending political shifts, as tech CEOs prepare for the incoming administration. The dynamics of the Israeli government are examined, highlighting the impact of internal factions on stability amidst ongoing conflict.

Former Speaker Paul Ryan, now chair of Teneo, discusses the GOP's path forward amidst factionalism and the need for unity. He highlights challenges posed by recent legal controversies, including Elon Musk's SEC lawsuit. Ryan delves into the Republican Party’s ambitions for a reconciliation bill while balancing traditional values with populist influences. Economic optimism among CEOs is juxtaposed with the necessity for strategic legislative action in a divided Congress. The conversation wraps up with insights into crisis management related to California's wildfires.

Gary Gensler, former SEC Chair, reflects on his impactful tenure in financial regulation, especially regarding cryptocurrencies. He addresses the legitimacy of various blockchain tokens and considers the evolving landscape of financial oversight. Gensler shares insights on regulatory achievements and highlights missed opportunities amid significant changes in the market. Additionally, he discusses global business developments, including antitrust probes and potential TikTok sales, providing a comprehensive view of current financial and regulatory dynamics.

Marc Lasry, billionaire investor and CEO of Avenue Capital, chats about his unique approach to sports investments, particularly in women's leagues, revealing his successful strategies. As Los Angeles grapples with devastating wildfires, local sports teams have teamed up with Fanatics to sell 'LA Strong' t-shirts to support recovery efforts. Contessa Brewer shares insights from the ground, adding depth to the discussion. The podcast also touches on tech changes and the evolving landscape of international sports investments.

Andrew Left discusses the recent DOJ and SEC charges against him, shedding light on the scrutiny of trades in companies like Nvidia and Tesla. The implications for activist short sellers and their social media presence are explored. The surprise jobs report raises questions about the economy, while discussions on tech giants’ political roles are highlighted. Additionally, the need for the U.S. to acquire the Panama Canal and public opinions on buying Greenland stir debates about international relations and national security.

The nation reflects on the legacy of President Jimmy Carter as his funeral takes place, with insights from Stuart Eizenstat on Carter’s economic influence and challenges. The private equity landscape is discussed, highlighting significant shifts since the 80s and expectations for increased dealmaking in 2025. Ongoing wildfires in California are addressed, showcasing their devastating effects. The podcast also touches on inflation strategies from Carter's presidency and the evolving M&A landscape amid changing regulations.

Chris Kelly, Facebook's first general counsel and former chief privacy officer, dives into Meta's contentious shift from third-party fact-checking to a community notes model. He discusses Mark Zuckerberg's original vision for transparency and whether social media should be truth arbiters. The podcast also features political insights from Marc Caputo on Trump's controversial proposals regarding Greenland and the Panama Canal, sparking debates on international relations and American expansionism amidst broader discussions on free speech and content moderation.