Squawk Pod

Jamie Dimon, the influential CEO of JPMorgan Chase, shares his insights from the World Economic Forum in Davos. He discusses the political landscape under President Trump and its potential impacts on the economy. Dimon emphasizes the challenges of geopolitical tensions and the role of a stronger dollar in global investments. He also touches on the necessity for economic reforms in Europe and the strategic implications of cryptocurrencies like Bitcoin. The conversation reveals how JPMorgan navigates these complexities while fostering diversity and inclusion.

Satya Nadella, the CEO of Microsoft, joins Andrew Ross Sorkin to discuss the transformative power of AI on the labor force. He delves into the implications of the Stargate project, a massive AI infrastructure collaboration. Nadella addresses the competitive landscape of tech, navigating Microsoft’s pivotal partnership with OpenAI amidst speculation. The conversation highlights how AI is redefining job roles and the global race for technological supremacy, sparking insights about future workforce dynamics shaped by artificial intelligence.

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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.