Squawk Pod

Disney CEO Bob Iger’s apparent openness to selling Hulu marks a stark reversal in strategy for the company. Iger said Thursday that “everything is on the table” with regard to  Hulu’s future . Matt Belloni, Puck founding partner and author, discusses how Disney will treat Hulu, why another company wouldn’t partner with Hulu and more. SEC chair, Gary Gensler, discusses the recent crackdown from the...

Disney says it will slash 7,000 jobs from its workforce and plans to cut $5.5 billion in costs, including $3 billion in content savings. CEO Bob Iger says the restructuring is a “significant transformation” that will maximize the potential of their creative teams. Apple co-founder, Steve Wozniak, discusses the power of artificial intelligence, the metaverse, Tesla, and his long career at Apple. Pl...

President Biden delivered his  State of the Union address to a lively congressional audience. Joe Kernen, Becky Quick, and Andrew Ross Sorkin break down the fireworks and the content with former Republican Congressman Mick Mulvaney and former Democratic Senator Heidi Heitkamp. After a big financial quarter,  Uber CEO Dara Khosrowshahi shares his vision for the road ahead (hint: EVs!), consumer spe...

In a this super-sized episode, Speaker of the House Rep. Kevin McCarthy (R-CA) sits with Joe Kernen at the Capitol for an extended interview ahead of  President Biden’s State of the Union Address . Speaker McCarthy discusses his political agenda, bipartisan negotiations for the debt ceiling, and America’s geopolitical and economic paths forward. In his first interview in over a year, Activision Bl...

A suspected Chinese spy balloon  was shot down by the U.S. military over the weekend, as tension between both countries escalates. Member of the Council on Foreign Relations Michelle Caruso-Cabrera and partner at The Rhodium Group Daniel Rosen discuss the geopolitics at play, the repercussions of the incident, and the role the American public played in Washington’s response to the surveillance bal...

In a surprisingly strong report, the Labor Department revealed  the U.S. economy added 517,000 jobs in January 2023 , and an unemployment rate drop to 3.4%, the lowest level since 1969. CNBC’s Rick Santelli, Steve Liesman, and Andrew Ross Sorkin consider what the strong numbers mean for the Federal Reserve’s strategy to cool inflation. Among the employed, CNBC’s Robert Frank reports a rise in offi...

The Federal Reserve has raised interest rates 25 basis points in its eighth hike since March 2022. Bridgewater founder and  billionaire hedge funder Ray Dalio digests the Fed decision, the relative attractiveness of cash, bonds, and equities, and the value–real and perceived–of crypto. In an extended interview exclusive to CNBC, Dalio warns that we could be at the brink of an economic war with Chi...

Ark Invest CEO and CIO Cathie Wood shares her big investing ideas for 2023 after her flagship fund reported its best month ever.  Ark Innovation ETF notched a near-28% bump in January, but for the last two years, the fund is still down 72%. Wood discusses the wind-down of inflation and her bet that ChatGPT is just the beginning of a new AI era. Even  Google is exploring ChatGPT-like technology , a...

ExxonMobil reported  a record breaking $55.7B profit for 2022. CEO Darren Woods discusses the results and global oil policy, and warns that gas prices will rise again, while demand and supply are light.  Ford and Tesla have slashed prices to remain competitive in the burgeoning electric vehicle landscape; WSJ reporter Tim Higgins explains the EV price wars and the road ahead for each player. Plus,...

Ahead of this week’s Fed meeting, jobs data, and tech earnings results, head of US Equity and Quantitative Strategy at BofA Securities Savita Subramanian zooms out of the market minutia to paint the big economic picture for short term and buy-and-hold investors alike.  TikTok CEO Shou Zi Chew has agreed to testify before U.S. Congress in March, as scrutiny on the China-based app heightens on Capit...

Universities and the U.S. government have  heightened scrutiny on TikTok , exploring bans of the China-based app. Foreign affairs columnist for The New York Times Tom Friedman discusses the risks of TikTok and other social media, and how the U.S. should handle its relationship with China. As  layoffs across tech pile up, Jason Greer, Greer Consulting founder and president, and Jessica Kriegel, chi...

In an extended interview, Starwood Capital Chairman and CEO Barry Sternlicht offers his outlook on a recession timeline, the Fed’s rate raising playbook, and the U.S. labor market. A real estate and investing mogul, Sternlicht explains what the housing market reveals about America’s economic health.  Tesla reported record revenue for the fourth quarter; CNBC’s Phil Lebeau reports the results and s...

Tesla’s CEO is under oath this week, after shareholders sued him for his tweets in 2018. Axios business editor Dan Primack breaks down  Elon Musk’s time in federal court , where he’s defending his infamous “funding secured” tweet. Primack considers Musk’s leadership and the faith his Tesla shareholders are willing to put in him. In a conversation about his new book, “Never Give an Inch,” former Se...

Two months after the  Taylor Swift-Ticketmaster debacle , the Senate Judiciary Committee is conducting a hearing on competitiveness in the ticketing industry. Sen. Richard Blumenthal (D-CT) and Sen. Marsha Blackburn (R-TN) share their priorities during the hearing, including antitrust concerns and consumer protections. CNBC’s Bertha Coombs reports on Amazon’s  new prescription offering for Prime m...

Congress is working to find a bipartisan path to  averting a debt default ; the U.S. has hit its borrowing cap of $31.4T, and it’s up to lawmakers to raise the debt ceiling or find another solution before the  Treasury Department’s “extraordinary measures” run out in the summer, and the United States cannot pay its bills. PIMCO Head of Public Policy Libby Cantrill discusses the standoff in Congres...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Moderna CEO Stephane Bancel. Three years after the first case of Covid-19 was detected in the United States, Bancel recalls the journey to vaccinating the global public, and Moderna’s newest vaccine trials for RSV. In this episode: S...

In a special episode of Squawk Pod, Andrew Ross Sorkin is at the World Economic Forum in Davos, Switzerland, where he spoke with philanthropist and 7-time Grammy-winning entertainer will.i.am. As founder of the i.am.angel Foundation, will.i.am is advocating for more STEAM education in the form of extra-curricular activities, tutoring and dedicated preparatory schools for at-risk youth. A creative...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with JPMorgan CEO Jamie Dimon. Dimon explains why he’s going back on his May 2022 warning of a “hurricane” heading for U.S. markets. In an extended interview in the Alps, Dimon discusses the Fed’s path forward, his own recessionary outloo...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with chef, restaurateur, and humanitarian, José Andrés. As founder of World Central Kitchen, Andrés discusses on-the-ground food relief in areas hit by extreme weather and war, including his work with local chefs in Ukraine. The pandemic...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with General Atlantic Chairman and CEO Bill Ford. With $72B under management, General Atlantic has deployed $55B into nearly 500 companies, including Uber, Airbnb, Etsy, Mobileye, Chime, and TikTok parent ByteDance. Ford discusses tech op...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Uber CEO Dara Khosrowshahi about this year’s theme: Cooperation in a Fragmented World. Since Russia’s war in Ukraine broke out, Ukrainians have relied heavily on the global private sector, including Uber. In the 11 months of the war...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Blackstone CEO Steve Schwarzman. A billionaire businessman, GOP donor, and China optimist, Schwarzman discusses what the end of China’s zero-covid policy means for its economic recovery and the global supply chain. Plus, after three...

In a special episode of Squawk Pod, Joe Kernen, Becky Quick, and Andrew Ross Sorkin are at the World Economic Forum in Davos, Switzerland, where they’re speaking with Bank of America CEO Brian Moynihan. In their first winter WEF interview in three years, the anchors ask Moynihan about his economic recession forecast, his outlook on blockchain opportunities, and how the Federal Reserve should rebal...

The  SEC has charged crypto lender Genesis and crypto exchange Gemini with allegedly selling unregistered securities. Former SEC enforcer Lisa Braganca discusses the $900m customer funds currently in the balance and what the regulators are hoping to achieve. Now that the House Republicans have a majority, former House Majority Leader Eric Cantor discusses the GOP’s agenda, both in Congress and in...

ChatGPT is an AI tool that’s taken educators by storm, and some are calling for a ban. Yale lecturer and journalist Joanne Lipman argues to keep it in classrooms, and she considers the various historical innovations that once concerned academics–from calculators to Google. Activist investor  Nelson Peltz is aiming for a seat on Disney’s board , but the company is opposed and  gearing up for a prox...