Squawk Pod

Elon Musk's biographer, Walter Isaacson, shares insights into Musk's frustration with regulatory threats and his recent legal issues. Kevin Krim discusses the Super Bowl ads and which ones paid off for advertisers. President Biden's Super Bowl message and shrinkflation are also mentioned.

President Biden spoke to reporters yesterday, rebutting claims made in Special Counsel Robert Hur’s recent report and defending his memory. Axios National Political Correspondent Alex Thompson discusses sentiment in DC and at the White House, as well as the paths forward for the Democratic Party as the country gears up for the 2024 election in just 9 months. The S&P 500 is flirting with a milestone: 5,000. Fairlead Strategies Founder Katie Stockton breaks down the market technicals and trends underlying this big mark for the S&P. Plus, Expedia announced a new CEO in its latest report, and Pinterest is launching a Google app integration. And we’re preparing for the Super Bowl…with chips! OpenAI’s Sam Altman is hoping to raise trillions of dollars for the semiconductor kind of chips, and Joe Kernen, Andrew Ross Sorkin, and Melissa Lee have their appetites on the other kind of chips.  Alex Thompson - 15:19Katie Stockton - 31:08 In this episode:Alex Thompson, @AlexThompKatie Stockton, @StocktonKatieJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinMelissa Lee, @MelissaLeeCNBCKatie 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.

In this bonus episode of Squawk Pod, Google CEO Sundar Pichai discusses Google’s newest iteration of AI, now known as Gemini. He explains which aspects of Google’s AI excite him the most, including Gemini’s ability to interpret images and video. Plus, Pichai comments on AI’s innovation trajectory, combating deep fakes, and working with regulators to build a safe internet. Andrew Ross Sorkin digests the interview with Joe Kernen, and Becky Quick.  In this episode: Sundar Pichai, @sundarpichaiJoe Kernen, @JoeSquawkBecky 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.

Disney’s first quarter earnings report beat estimates and revealed multiple new deals, releases and events in the year ahead. Disney’s new CFO Hugh Johnston discusses the media giant’s investment in Epic Games, its plan for an ESPN sports streaming service, and Taylor Swift’s Eras Tour, soon available on Disney+. Plus, NBC’s Chief International Correspondent Keir Simmons is on the ground in Iraq, after a U.S. drone strike killed a commander in an Iran-backed militia.  Keir Simmons - 02:16Hugh Johnston - 14:35 In this episode:Keir Simmons, @KeirSimmonsJoe Kernen, @JoeSquawkBecky 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.

Disney-owned ESPN, Warner Bros. Discovery, and Fox are launching a joint sports streaming platform this year, with each party owning a third of the newly formed company. Sports entrepreneur and Kevin Durant’s long-time agent Rich Kleiman says he likes the media move, for sports and for athletes, although many factors–like the cost for consumers and the name of the venture–are still unknown. Plus, in his latest essay, Minneapolis Fed President Neel Kashkari is reading the economy’s mixed signals. In his interview with Joe Kernen, Becky Quick, and Andrew Ross Sorkin, he’s calling the U.S. economy “remarkably resilient,” but he and his colleagues at the central bank are holding out for more positive economic data before making a decision to cut interest rates.  Neel Kashkari - 15:28Rich Kleiman -  29:02 In this episode:Rich Kleiman, @richkleimanNeel Kashkari, @neelkashkariJoe Kernen, @JoeSquawkBecky 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.

Billionaire investor Leon Cooperman forecasts that stocks could see losses this year, while long-duration Treasury yields could test higher again. The Omega Family Office chairman and CEO also discusses the latest market trends, the Fed’s rate path decision, state of the economy, antisemitism on campus, the 2024 Presidential race, Elon Musk, and more. Shares of Palantir popped Tuesday, a day after the company released fourth-quarter earnings that detailed strong demand for its AI offerings. Plus, Boeing’s grappling with its latest issues, and Snap says it will lay off 10% of its workforce worldwide to “promote in-person collaboration.”Leon Cooperman - 13:33In this episode: Joe Kernen, @JoeSquawkBecky 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.

Episode 3, Catching a Spy:CNBC’s Eamon Javers reveals the fate of Xu Yanjun, the spy from China that targeted GE and one of its engineers.  He also talks to the leaders of the Senate Intelligence Committee, FBI Director Christopher Wray and China experts to find out what key U.S. industries are in the crosshairs of China’s plans for global economic domination and what risks this poses to U.S. businesses.  He also explores the fallout to the Chinese American community from a Department of Justice program initiated in 2018 to investigate cases of U.S. technology theft by the Chinese government.  Javers also finds out that the federal investigation into Xu Yanjun led to a surprising discovery.----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line.  “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 2, Tricks of Tradecraft:CNBC’s Eamon Javers talks to a former chief of counterintelligence at the CIA, James Olson, whose expertise from his 31-year career makes him essential to understanding the case of a spy from China who targeted GE’s jet engine trade secrets.  Javers also interviews aviation analysts to discuss the challenges China faces in building its own commercial passenger planes, why it would be after GE’s technology, and why the technology is so difficult to master or replicate. ----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line.  “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode 1, A Spy Finds His Target:CNBC Documentaries dives into the undercover world of economic espionage and details an illicit campaign by China’s government to steal high tech trade secrets from some of the biggest companies in the United States.  Correspondent Eamon Javers follows the story of Xu Yanjun, a Chinese government spy who targeted GE and one of its engineers in an attempt to steal valuable proprietary information about its jet engine technology. Javers travels to Cincinnati where the company is based and interviews prosecutors that worked on the Xu case, finding out how the spy targeted the engineer, lured him to China and set in motion a federal investigation.  ----CNBC Documentaries examines the case of a Chinese government spy who tried to steal trade secrets from some of America’s biggest companies, including GE, Boeing and Honeywell. Correspondent Eamon Javers talks with prosecutors, intelligence experts and government officials, including the Director of the FBI, Christopher Wray — all of whom say the case is an example of China’s desire to dominate global markets through any means necessary, including stealing technology from the heart of corporate America. In this special podcast series, Javers explores the shadowy world of spies and the industrial battle space that has millions of U.S. jobs on the line.  “China’s Corporate Spy War” originally aired on CNBC in June 2023. To watch China's Corporate Spy War and other CNBC Documentaries go to: https://www.cnbc.com/documentaries/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senators have unveiled a $118B bipartisan deal for international aid and border security, but it might face resistance in the House. Senator Mark Warner (D-Virginia) explains the package and his greatest security concerns after the U.S. and U.K. military strikes in Syria, Iraq, and Yemen. Just Capital is out with the JUST 100, the annual ranking of U.S. companies on 20 core issues and 5 key stakeholders: workers, communities, shareholders & governance, customers, and the environment. CNBC’s Brandon Gomez explains the ranking system and reports that this year, Hewlett Packard Enterprise topped the list with its employee benefits and environmental goals and policies. Founder of Just Capital–and founder of Tudor Investments–Paul Tudor Jones discusses the value of the JUST rankings, and HPE CEO Antonio Neri discusses the attention to all stakeholders that shapes his business. Plus, Boeing’s found another quality issue in its 737s, and Taylor Swift will make it home from Tokyo–just in time for the Super Bowl. Senator Mark Warner - 13:28Paul Tudor Jones & Antonio Neri - 28:15 In this episode:Paul Tudor Jones, @ptj_officialAntonio Neri, @AntonioNeri_HPESen. Mark Warner, @MarkWarnerBrandon Gomez, @bgomezreportsJoe Kernen, @JoeSquawkBecky 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.