Squawk Pod

Esther Manheimer, the mayor of Asheville, shares her insights on the devastating aftermath of Hurricane Helene that hit Western North Carolina, discussing the severe flooding and recovery efforts needed for affected communities. She emphasizes the importance of federal aid and community resilience. Additionally, Bradley Tusk presents innovative ideas on mobile voting, exploring how technology could enhance participation while addressing election security. The conversation also touches on the broader implications of AI legislation and market movements.

As the U.N. General Assembly wraps up, NBC’s Keir Simmons discusses Israel Prime Minister Netanyahu’s speech, protests related to the war in Israel, and the economic fallout from the war in Ukraine. U.K. Prime Minister Keir Starmer sits down with Andrew Ross Sorkin to share his pitch to the global business community and discuss his meeting with former President Trump while in New York. Also on Squawk Pod, Japan will have a new prime minister, Chinese markets recorded their best week in almost 16 years, and OpenAI CEO Sam Altman tells staff he won’t receive a “giant equity stake” in the company. Keir Simmons - 14:50Keir Starmer - 23:07 In this episode:Keir Simmons, @KeirSimmonsPM Keir Starmer, @Keir_StarmerBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

Mark Cuban, a prominent investor contemplating a role at the SEC, joins SEC Chair Gary Gensler and billionaire investor David Tepper. They discuss critical topics such as the state of crypto regulation and recent market dynamics. Gensler highlights challenges in regulating cryptocurrencies, while Tepper shares insights on his portfolio, including a significant withdrawal from Nvidia. Cuban expresses support for VP Kamala Harris's economic policies, painting a vivid picture of market expectations as the political landscape shifts.

The Department of Justice is suing Visa, Boeing workers on strike have overwhelmingly opposed the company’s latest offer, and a federal judge has ruled in favor of food delivery companies like DoorDash. Billionaire investor Leon Cooperman is betting on equities. The legendary Wall Street veteran weighs in on the markets and the upcoming election, arguing both candidates’ economic plans are disappointing. Plus, as world leaders gather at the U.N. General Assembly in New York, former congressman and current head of defense at Palantir Mike Gallagher discusses President Biden’s address and Iran’s role in the  Israel-Hamas war. Leon Cooperman - 16:24Mike Gallagher - 26:57 In this episode:Mike Gallagher, @RepGallagherBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKlaire Odumody, @klairemarie

John Paulson, a billionaire investor and advisor to a former President's campaign, dives into the controversial 200% tariff proposal on John Deere. He argues that such tariffs could boost American manufacturing, sparking a lively debate on economic policies. Paulson also discusses the potential market impact of a second Trump term and the balancing act between tariffs and job retention. Additionally, he shares insights on the political landscape, labor negotiations at Boeing, and the recent moves by China impacting global economics.

Neel Kashkari, president of the Minneapolis Federal Reserve, discusses the recent 50 basis point rate cut and its implications for inflation and the labor market. He also highlights an unprecedented dissent from an FOMC voter. Meanwhile, Andy Dunn, co-founder of Bonobos, presents his new app, Pie, which aims to simplify making friends in real life. The conversation also touches on Qualcomm’s ambitious plan to acquire Intel, potential impacts on the tech landscape, and the ongoing challenges of government shutdowns and regulatory scrutiny.

Evan Spiegel, the CEO of Snap and a leading voice in tech innovation, joins Andrew Ross Sorkin to discuss the future of social media and its intersection with sports. They dive into Snapchat's unique market dynamics and creator engagement strategies, emphasizing authenticity and user privacy. Spiegel shares insights on augmented reality’s potential to enhance daily interactions and explores how tech can reshape sports viewership. The conversation is filled with personal anecdotes, including his dream of owning an NFL team.

Daniel Lubetzky, founder of Kind Snacks, shares his valuable lessons on entrepreneurship and the essential traits he seeks in pitches—grit, wit, and market fit. Meanwhile, economist Jason Furman examines the recent interest rate cut's impact on economic policies, comparing strategies from political heavyweights. Nike's CEO John Donahoe discusses the shake-up in leadership as he steps down, while Starbucks embraces a new, more relaxed approach to hybrid work. This conversation offers a fascinating look into the intersection of business and economic trends.

Roger Ferguson, a former Federal Reserve Vice Chairman, breaks down the unexpected 50 basis point interest rate cut and its implications for the economy. Transportation Secretary Pete Buttigieg discusses the ongoing worker strikes, including Boeing, and highlights the pressing need for robust electric vehicle infrastructure. The podcast also delves into Intel's discrimination lawsuit with insights from Anti-Defamation League CEO Jonathan Greenblatt, emphasizing the challenge of addressing workplace anti-Semitism amid rising tensions.

Mark Duplass, an actor and producer known for his work on The Morning Show and The Mindy Project, shares his insights on the evolving landscape of streaming as he prepares for the launch of his new series 'Penelope.' He stresses the importance of independent storytelling to combat the trend of bland, homogenized content. The discussion also highlights the challenges of pitching innovative ideas amid fierce competition. Meanwhile, Speaker Mike Johnson addresses the contentious voter verification legislation tied to a crucial government funding bill.