Squawk Pod

Nate Silver, founder of FiveThirtyEight and political forecasting guru, joins CNBC reporter Sharon Epperson to explore pivotal topics. Silver discusses his latest book on risk and the reliability of 2024 election polling, while Epperson highlights Social Security's 89th anniversary and the urgent voter concerns about its future. Additionally, they touch on the DOJ's scrutiny of Google and its implications for antitrust, underscoring the tension between innovation and regulation. This engaging conversation captures the intersection of politics, risk, and economic challenges.

Mellody Hobson, Starbucks’ lead independent director, discusses the company's bold leadership change amid sales challenges, detailing the strategic opportunities ahead. Michael Rubin, CEO of Fanatics, shares exciting insights about Fanatics Fest, a groundbreaking event for sports fans set to rival Comic Con. The conversation also touches on the implications of tax policies and social media dynamics involving figures like Trump and Musk, highlighting the intersection of business and public engagement.

Former Republican presidential candidate Vivek Ramaswamy discusses the upcoming 2024 election, weighing economic visions for America under both Kamala Harris and Donald Trump. Harris, the Democratic Presidential Nominee, unveils her economic strategies, contrasting sharply with Trump’s policies. They dive into the complexities of Federal Reserve independence and the influence of activist investors on major companies like Starbucks. The duo also tackles pivotal issues like taxation, consumer sentiment, and the shifting landscape of media amid streaming's rise.

In this conversation, Lydia Moynihan, a New York Post journalist, shares insights on Wall Street's shifting dynamics as the presidential election nears, examining Kamala Harris's dual appeal to financiers. CNBC’s Steve Liesman discusses the stability of the American consumer amid economic pressures, while Carl Quintanilla reports from Paris on Team USA’s women's soccer team's success in the Olympics. They explore the surge in interest for women's sports and the NWSL's growth, highlighting the financial implications and future potential.

Join Richard Haass, President Emeritus of the Council on Foreign Relations, and Dr. Scott Gottlieb, former FDA Commissioner, as they tackle pressing global issues. Haass discusses escalating Middle East tensions and the impact of U.S. support on geopolitics. Meanwhile, Gottlieb dives into the fentanyl crisis, revealing its devastating toll on American lives and advocating for tougher measures against its trade. The conversation also touches on the implications of these issues for the upcoming U.S. elections and recent alarming security concerns.

Governor Wes Moore, a former Wall Streeter turned nonprofit CEO, discusses the Harris-Walz ticket and its implications for swing states. He emphasizes the importance of collaboration between business and government for economic growth. Hugh Johnston, Disney's CFO, shares insights on the company’s quarterly earnings and the recent price hikes in streaming services. The conversation also touches on the evolving entertainment landscape and the complexities of political dynamics affecting business interests.

Jay Clayton, former SEC Chair, delves into Google's recent antitrust ruling and its implications for market dynamics. He discusses the resilience of financial institutions amid political challenges. Meanwhile, Nassim Taleb, author of 'The Black Swan,' shares insights on market volatility and the unpredictable nature of Bitcoin compared to traditional assets. Their conversation touches on the Fed's inflation strategy and the broader implications for investors, highlighting the complexity of navigating today's economic landscape.

Tom Lee, managing partner at Fundstrat Global Advisors, discusses the latest market sell-off and its implications for the Federal Reserve. He highlights concerns about a U.S. recession and the drastic drop of Japan's Nikkei 225. Jeremy Siegel, a renowned finance professor, advocates for urgent rate cuts from the Fed, arguing they are crucial to stabilize the economy. The conversation also touches on Warren Buffett's significant reduction of his stake in Apple, reflecting caution amid market turbulence.

Patrice Louvet, CEO of Ralph Lauren, discusses his brand's rich legacy of outfitting Team USA at the Olympics since 2008. He shares insights on consumer trends and the brand's growth strategies. Martha Stewart reveals what she’ll be eating and wearing in Paris and delves into her unique friendship with Snoop Dogg. They explore her cannabis venture and the ever-evolving landscape of social media marketing. Finally, they touch on the impacts of current market fluctuations, including the latest tech sector challenges.

In a rare talk, Bernard Arnault, chairman and CEO of LVMH, shares insights from Paris, where luxury meets sports. He discusses LVMH’s monumental $160 million sponsorship of the 2024 Olympics, aiming to elevate France’s creative image. Arnault reveals plans to showcase French artistry through medal design and uniforms while reflecting on changing consumer tastes. He also highlights an innovative collaboration idea with Elon Musk, illustrating the fusion of luxury and technology. Get ready to see this synergy in action at the Games!