Squawk Pod

Inflation rose 7.5% over the past year, its highest level since 1982. Jim Paulsen, The Leuthold Group CIO, CNBC’s Rick Santelli and Steve Liesman break down January’s key consumer price index data. Twitter reported fourth quarter financial results that missed analyst estimates on earnings, revenue, and user growth. The report is the first under new CEO Parag Agrawal after Jack Dorsey stepped down from the role in November. Twitter CFO Ned Segal discusses the company's latest acquisitions and its share buyback program. Connecticut Gov. Ned Lamont breaks down the state’s decision to lift its mask mandate in schools starting Mon. Feb. 28th. Plus, Uber and Pepsi are sharing their good news after reporting better than expected quarterly results.In this episode:Rick Santelli, @RickSantelliSteve Liesman, @steveliesmanNed Segal, @nedsegalGoc. Ned Lamont, @GovNedLamontJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Support is growing among lawmakers on Capitol Hill for legislation that would ban lawmakers from trading stocks. CNBC’s Ylan Mui reports on Pelosi’s proposal, and Senator Steve Daines (R-Mont.), who sits on the Senate Finance Committee, explains the bipartisan support to ban stock trading among Congressional lawmakers. Transportation Sec. Pete Buttigieg discusses U.S. companies investing in manufacturing and ensuring the nation’s electric vehicle infrastructure is made at home. New York is pulling back its strict indoor mask mandate, marking a turning point in how the former epicenter of Covid responds to the pandemic. Plus, Lyft falls short on riders, and Meta’s major market cap slips below a key level.In this episode:Sen. Steve Daines, @SteveDainesSec. Pete Buttigieg, @SecretaryPeteYlan Mui, @ylanmuiBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carlyle Group co-founder David Rubenstein says investors should not expect rising inflation or a major stock market downturn to spiral the United States into a recession. Rubenstein shares his market outlook and the impact of growing tensions between Russia and Ukraine. Millions of Americans are expected to bet on the Super Bowl this weekend. CNBC’s Contessa Brewer reports on what has changed as states move to legalize sports betting. Goldbelly founder and CEO Joe Ariel breaks down the game day favorites accompanying those football bets and discusses a surge in food e-commerce amid omicron and inflation. Plus, Dan Ives, Wedbush Securities senior equity analyst, discusses a shakeup at Peloton as John Foley announces his plans to step down as CEO and a slew of layoffs.In this episode:David Rubenstein, @DM_RubensteinJoe Ariel, @JoeArielDan Ives, @DivesTechContessa Brewer, @contessabrewerJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frontier Airlines and Spirit Airlines, the two largest low-cost carriers in the U.S., have agreed to merge in a $6.6 billion deal, CNBC’s Phil LeBeau reports. Frontier will control 51.5% of the new airline. Former SEC chairman Jay Clayton discusses the Department of Justice’s latest probe into roughly a dozen short-selling firms, and considers the value of all market players, positive and negative. Ashley Marchand Orme, JUST Capital director of corporate equity, discusses how well the nation’s largest corporations are disclosing their diversity data a year after they pledged to step up their commitment to DEI. Plus, Peloton shares are soaring on potential takeover talks and Spotify has apologized to its employees for the way in which the Joe Rogan podcast controversy has impacted them.In this episode:Jay Clayton, @SECGovAshley Marchand Orme, @justcapital_Phil LeBeau, @LebeaucarnewsJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AT&T is spinning off WarnerMedia in a $43 billion merger with Discovery. AT&T CEO John Stankey and Discovery CEO David Zaslav discuss the deal, the rollout of 5G, and the separate futures of telecom and streaming from the AT&T Pebble Beach Pro-Am golf tournament. Plus, the executives respond to the surprise departure of CNN President Jeff Zucker.  In this episode:John Stankey, @ATTDavid Zaslav, @DiscoveryJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Facebook parent Meta delivered disappointing quarterly results, and its stock is taking a hit in response. CEO Mark Zuckerberg cited supply chain and inflation issues hitting advertiser budgets and fallout from Apple’s new iOS, but the stock still lost a fifth of its value overnight. Adam Singolda, founder and CEO of advertising platform Taboola, joins venture capitalist Kevin O’Leary to discuss Meta’s momentous miss, its metaverse ambitions, and Spotify’s path beyond the Joe Rogan controversy. Plus, the WNBA has scored its first capital raise, the largest ever for a women’s sports property; commissioner Cathy Engelbert and WNBA legend--and now investor--Swin Cash discuss the league’s courtside and digital future. In this episode:Kevin O’Leary, @kevinolearytvSwin Cash, @SwinCashCathy Engelbert, @CathyEngelbertAdam Singolda, @AdamSingoldaMike Santoli, @michaelsantoliMelissa Lee, @MelissaLeeCNBCAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In the wake of Brian Flores’s lawsuit against the NFL and three of its teams, CNBC’s sports business reporter Jabari Young and Washington University’s director of the sports business program Patrick Rishe discuss the legacy of racial inequity in the league and the ripple effects of the ex-head coach’s allegations. Journalist and Yale University lecturer Joanne Lipman considers Spotify’s decision to stand by Joe Rogan, even as more musicians follow Neil Young’s lead. Spotify’s $100 million check to the podcaster brings the company into the debate about content moderation and protections: is it a platform, or a publisher? Tech stocks, which led the market sell-off in January, have been key drivers of the three-day rebound, and Google-parent Alphabet’s strong quarter is pushing its stock--and the rest of the tech cohort--even higher. Meanwhile, shares of PayPal slipped over 25% a day after the company provided weak guidance that it blamed in part on inflation. Plus, Elon Musk is defending his infamous 420 tweet (again), and a whole lot more winter is coming!In this episode:Patrick Rishe, @PatrickRisheJoanne Lipman, @joannelipmanJabari Young, @JabariJYoungBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Black spending power reached a record $1.6 trillion in 2021, up 171% since 2000, but CNBC’s Frank Holland reports that Black Americans have seen their net wealth decline 14%. Bob Johnson, founder and chairman of RLJ Companies and founder of the BET Network, kicks off Black History Month with a discussion about closing the racial wealth gap. Johnson considers whether President Biden’s Build Back Better plan will ultimately improve economic mobility, and he lays out the biggest streaming players in media right now. FBI Director Christopher Wray delivered a speech on Chinese corporate espionage, saying the threat to the West from the Chinese government is “more brazen” and damaging than ever before. CNBC’s Eamon Javers reports on why LinkedIn could be a spy’s way in. Plus, Peloton is lowering expectations for its own performance, and The New York Times has bought Wordle. In this episode:Bob Johnson, @RLJOfficialEamon Javers, @EamonJaversFrank Holland, @FrankCNBCBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech investing titan and retail trader favorite Cathie Wood is doubling, tripling, quadrupling down on her speculative tech portfolio strategy, despite recent losses. Matthew Tuttle, founder of the “anti-ARKK fund” SARKK is shorting Wood’s own ETF. In China, keeping Covid-19 in check comes at a great price for its residents; CNBC’s Beijing Bureau Chief Eunice Yoon reports on the long testing lines and government surveillance that are now a part of everyday life. In the wake of Spotify’s decision to back controversial podcaster Joe Rogan over musician Neil Young and the subsequent #DeleteSpotify social media push, Joe Rogan has apologized to the company and stated that he’s open to changes on his show. Plus, Tesla’s tapping into the karaoke market, and the NFL had a dramatic weekend.  In this episode:Matthew Tuttle, @TuttleCapitalEunice Yoon, @onlyyoontvBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Thanks to the Fed’s emergency stimulus measures, the U.S. economy saw its fastest pace of growth since the 1980s in 2021. To combat the resulting inflation however, the Fed plans to dial those measures back, starting with a rate hike in March. Carlos Gutierrez, former Commerce Secretary, former CEO of Kellogg’s, and co-founder of Empath, says that CEOs will have to deal with inflation now, whether it’s transitory or not. In the face of yet another Covid-19 variant, Dr. Scott Gottlieb, former FDA commissioner and CNBC contributor, breaks down what experts know about BA.2. Plus, Apple reported its best single quarter revenue ever despite supply challenges, and Southwest Airlines is considering a return of in-flight booze. In this episode:Carlos GutierrezScott Gottlieb, @ScottGottliebMDJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.