Squawk Pod

Frank Luntz, a seasoned pollster and political consultant, joins finance expert Steve Eisman to dissect the recent presidential debate. They explore the candidates' contrasting approaches on economic issues like inflation, alongside the surprising impact of Taylor Swift's endorsement. Eisman discusses potential interest rate changes by the Federal Reserve, while both reflect on the significance of remembering 9/11, linking it to current political sentiments. The conversation is a captivating blend of politics, finance, and societal remembrance.

China tariffs and tax reform are key topics in the 2024 election–and in the first debate between Vice President Kamala Harris and former President Donald Trump. Former SEC Chair Jay Clayton and Hayman Capital Management Founder & CIO Kyle Bass discuss America’s shifting trade politics, the case for tariffs, and which tax changes they’d like to see from the White House. Horror filmmaker Jason Blum is out with his latest fright flick this Friday. Blumhouse Productions, which brought audiences “Get Out” and “Paranormal Activity” presents a parenthood-inspired scary movie for the start of spooky season: “Speak No Evil.” Plus, Apple unveiled new iPhone AI features and a new Apple Watch at its launch event, and SpaceX will attempt the first civilian space walk in history.  Jay Clayton & Kyle Bass - 16:33Jason Blum - 29:45 In this episode:Jason Blum, @jason_blumKyle Bass, @JkylebassBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie 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.

Vice President Kamala Harris and former President Donald Trump both agree on tax free tips for service workers. Senator Ted Cruz (R-Texas) shares his take on tax reform, including the tip economy. Bestselling author of “Sapiens” Yuval Noah Harari is out with a new book; Harari explains how we should be thinking about–and controlling–AI in “Nexus: A Brief History of Information Networks from the Stone Age to AI.” Plus, the star studded cast of “Beetlejuice Beetlejuice” jolted the box office opening weekend, Sen. Bernie Sanders (I-VT) has weighed in on the capital gains tax debate, and the markets are awaiting more economic data this week. Sen. Ted Cruz - 14:25Yuval Noah Harari - 30:08 In this episode:Sen. Ted Cruz, @tedcruzYuval Noah Harari, @harari_yuvalBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew 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.

The most decorated American woman in Olympic history, Katie Ledecky has written a memoir, “Just Add Water.” In a special interview with Andrew Ross Sorkin, Ledecky shares details about her swimming life–including both leisurely and competitive moments in the pool. She explains what she thinks about, while swimming 1500 meters, and how she’ll prepare for the 2028 Olympic Games. Plus, CNBC’s Megan Cassella reports on the CEOs backing former President Donald Trump and Vice President Kamala Harris, but venture capitalist Ben Narasin is unhappy with both candidates running for President this year. The startup investor explains why he votes as an Independent every election. Berkshire Hathaway is selling Bank of America shares (again), Red Lobster’s hoping for a turnaround, and the August jobs report did very little to clarify the Fed’s path forward.   Megan Cassella - 11:21Ben Narasin - 12:59Katie Ledecky - 23:04 In this episode:Ben Narasin, @BNarasinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew 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.

Investor and entrepreneur Mark Cuban discusses VP Kamala Harris’ new tax proposal: a 28% capital gains tax. Based on his conversations with the Harris campaign, Cuban explains his faith in her policy’s benefit for entrepreneurs and investors. Nvidia is denying reports that it had received a subpoena from the Department of Justice, Verizon is buying Frontier Communications in a $20B deal, and the White House is reportedly aiming to block Nippon Steel’s takeover of U.S. Steel. Plus, the co-founder of Airbnb Joe Gebbia has founded a new housing company with former CEO of Flex, Mike McNamara. The two share how their “Accessory Dwelling Units” are addressing the housing crisis in California, and how the small installable homes are offering more space and income for owners.  Robert Frank - 11:41Mark Cuban - 17:41Joe Gebbia & Mike McNamara - 39:17   In this episode:Mark Cuban, @mcubanRobert Frank, @robtfrankBecky 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.

The Department of Justice has issued a subpoena to Nvidia over antitrust practices; shares of the chipmaking giant fell 9% in the session, losing more than any company ever has in a single trading day: $279 billion. Democrat and Harris Campaign surrogate Rep. Ro Khanna (D-CA) discusses ideas to reform the U.S. tax code, including taxing loans related to unrealized gains. Rep. Khanna’s district includes Silicon Valley, its trillions of value to the American economy, and their many wealthy leaders. Elon Musk’s fight with Brazil continues, as does the contractual dispute between DirecTV and Disney, keeping many customers in the dark. Plus, the U.S. Open is underway in New York. Tennis coach for Coco Gauff Brad Gilbert steps off the court to cheer the many Americans in this year’s tournament–and to discuss the ever-rising costs of the iconic Honey Deuce cocktail.  Rep. Ro Khanna - 14:08Brad Gilbert - 27:18 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew 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.

Over the weekend, Hamas killed 6 hostages in Rafah, heightening the pressure on Prime Minister Netanyahu and escalating the Middle East conflict. “The Genius of Israel” author Dan Senor explains the politics inside and outside of Israel in the aftermath of the murders. L’Attitude founder Sol Trujillo once advised Presidents Bush & Clinton on trade issues; he’s now advocating for a better system at the U.S. border. A registered Republican, Trujillo argues that America needs workers, and a smarter, more efficient border will help immigrants and the U.S. economy. Plus, hotel workers are on strike, Elon Musk is still fighting with Brazil, and DirecTV customers are without Disney channels like ESPN and ABC after a contract dispute.  Dan Senor 14:48Sol Trujillo 25:26 In this episode:Dan Senor, @dansenorAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Scott Gottlieb, former FDA Commissioner, provides critical insights on public health, highlighting the rising threat of mosquito-borne viruses and the need for improved safety regulations in medical labs. He emphasizes the importance of pandemic preparedness to prevent future outbreaks. The discussion also touches on generational travel trends and tips for fall vacations, advocating for exploring lesser-known destinations. Overall, it's a thought-provoking blend of travel advice and health safety in a changing world.

Ronnie Chatterji, the former CHIPS Coordinator for the White House, dives into the global semiconductor landscape and discusses the U.S. strategy for tech dominance. He highlights the impact of Nvidia's performance on Wall Street and the significance of the $52 billion CHIPS Act. Meanwhile, correspondent Emily Wilkins reports from Virginia on the backlash against a controversial proposal to relocate government jobs. Their insights tackle urgent issues in tech, economics, and employment, weaving a fascinating narrative of the current state of American industry.

In this discussion, Robert Kraft, owner of the New England Patriots, reveals the significance of the NFL's decision to allow private equity investments, emphasizing its potential impact on fans and players. Bharat Ramamurti shares insights on economic policies and highlights Vice President Harris' tax proposals aimed at high-income earners. The conversation also touches on Warren Buffett's recent sell-off of Bank of America shares and the rising cost of luxury hotels, reflecting broader economic trends and uncertainties.