Squawk Pod

David Tepper, hedge fund mogul and owner of the Carolina Panthers, shares his insights on market positioning and the impact of AI on investments, including bold moves in Chinese equities. Senator Elizabeth Warren discusses the implications of the Fed's recent rate cut on consumer finances and economic strategies. Walter Isaacson, a tech biographer, delves into the intersection of technology and geopolitics, reflecting on the dynamics of a state banquet attended by key tech CEOs and political leaders. Plus, Nvidia's $5B investment in Intel shakes up the tech landscape!

Mike Johnson, Speaker of the U.S. House of Representatives, dives into pressing political matters. He shares hopes for a cut in Federal Reserve interest rates and discusses the implications for government funding. The conversation also touches on TikTok's future, amid ongoing trade negotiations with China. Johnson sheds light on the global reaction to Trump's recent UK visit and voices concerns about political violence domestically. His insights highlight the intricate web of governance, international relations, and economic decisions.

Chinese authorities are taking a hard stance by telling tech companies to halt Nvidia chip purchases. Mortgage rates are plummeting, just in time for the Federal Reserve's crucial rate decision. In a surprising move, Jerry Greenfield, one of the co-founders of Ben & Jerry's, has announced his departure from the company. Meanwhile, Baidu's shares are soaring, bringing excitement to the market. On a less positive note, Costco has issued a recall for its house brand prosecco, making headlines.

Scott Bessent, the current Treasury Secretary, shares insights on tariffs and a potential trade deal with China while navigating a competitive political landscape. He dives into the independence of the Federal Reserve and the impact of proposed SEC changes on corporate reporting. The conversation also touches on the intriguing dynamics between Bessent and Federal Housing Finance Agency Director Bill Pulte, along with the broader economic implications of tariffs and technology concerns related to TikTok.

Phillip Swagel, the Director of the Congressional Budget Office, shares insights on the American economy, noting signs of weakening. He discusses the implications of inflation and job markets on policy decisions. The chat also dives into the aftermath of the Emmy Awards, highlighting how streamers are reshaping viewership. Plus, political dynamics in New York unfold as Governor Hochul endorses a mayoral candidate, and Nvidia faces regulatory hurdles in China affecting its market strategies.

Discover key market insights as lawyers for Trump attempt to challenge a Federal Reserve appointment ahead of a crucial meeting. Dive into the latest on Adobe's rising stock and RH's struggles in the market. Learn about Super Micro's global shipment of Nvidia Blackwell chips and grab updates on TikTok's deadlines and South Korea's record highs. Join the conversation about market dynamics and technology's impact on the economy.

Ivanka Trump, co-founder of Planet Harvest, discusses her partnership with Chobani's Hamdi Ulukaya to tackle food waste. They dive into the challenges of the food supply chain and innovative solutions for repurposing produce. Jesse Cole, owner of the Savannah Bananas, shares how his team combines baseball and entertainment, captivating fans with their unique performances. Together, they explore sustainability in business and the importance of fan engagement, creating memorable experiences both on and off the field.

Get the latest scoop on market movements and Federal Reserve dynamics. Legal maneuvers involving President Trump and his bid to remove a key Fed figure are heating up. Treasury Secretary Bessent is on the hunt for the next chair of the Fed. Adobe shares are climbing, while RH faces revenue pressures. Plus, AI powerhouse Super Micro has started shipping Nvidia Blackwell chips globally. Tune in for key insights that could shape your investment decisions!

Join David Rubenstein, co-founder of the Carlyle Group, known for his philanthropic endeavors, and Lloyd Blankfein, former CEO of Goldman Sachs, as they reflect on the somber anniversary of 9/11. They discuss the current economic landscape, tackling inflation and the Federal Reserve's challenges with humor and nostalgia. Former Speaker Kevin McCarthy shares insights on political discourse and the necessity for unity in a divided America. Together, they honor memories while addressing pressing issues affecting the nation.

Charlie Scharf, the CEO of Wells Fargo, shares his insights on the American economy, emphasizing the divide between income levels and the effects of tariffs on businesses. Michael Rubin, CEO of Fanatics, discusses the evolution of sports gambling and collectibles, revealing strategies that have driven his company's massive growth. The conversation delves into market dynamics, the responsibilities of billionaires, and intriguing anecdotes about navigating the current economic landscape, showcasing the intersection of finance and sports.