Ukraine’s President Volodymyr Zelenskyy has called for more pressure on Russia as the war appears to be entering a stalemate, and CNBC’s Eamon Javers reports on the Biden administration’s efforts to safeguard the U.S. against a potential Russian cyberattack . JPMorgan CEO Jamie Dimon has suggested the White House form a modern-day ‘Marshall Plan’ to wean the US and Europe off of Russian oil, according to an Axios report. CNBC’s Leslie Picker details Dimon’s perspective and his hopes for a long t...
Mar 23, 2022•26 min
Federal Reserve Chairman Jay Powell is taking a tough stance on inflation --a lot tougher than the markets had expected. In an effort to combat rising prices, the central bank head suggested that the next interest rate hike might be higher than the quarter percentage point announced last week. Maryland Gov. Larry Hogan explains how the state’s gas-tax pause is helping residents save at the pump. He admits it’s only a temporary solution; a long term fix would be to “increase production here at ho...
Mar 22, 2022•34 min
Disney’s old guard and new guard are butting heads in the company’s boardroom, and the tensions between Bob Iger and Bob Chapek are getting awkward. As Russian troops continue their assaults in Ukraine, world leaders prepare for a NATO meeting with a singular objective: to stop Vladimir Putin. Former US Ambassador to Nato Ivo Daalder considers the biggest risks to European stability and the best tools to prompt an end to the conflict. In China, Boeing is helping to investigate a 737 plane crash ...
Mar 21, 2022•30 min
The markets are on track for their best week since November 2020, despite geopolitical risks continuing to brew abroad. CNBC’s Meg Tirrell reports on the rising Covid-19 cases across Europe, and what experts think that means for the U.S.’s pandemic response. Dr. Scott Gottlieb, former FDA commissioner and CNBC contributor, also breaks down the latest surge, but says the U.S. will not see a major wave of infections as we head into the spring and summer. President Joe Biden signed an executive ord...
Mar 18, 2022•33 min
The markets react to the Fed’s strategy to combat inflation with the first rate hike in over three years . Former Vice Chair of the Federal Reserve Roger Ferguson considers whether six more hikes in 2022 would increase the probability of a U.S. recession, and whether investors are haunted by the last time the Fed tried to fix inflation with big hikes. Plus, President Biden has some sharp words for President Putin, and Netflix might be cracking down on shared accounts. In this episode: Steve Lies...
Mar 17, 2022•30 min
Starbucks is shaking up its leadership. In an exclusive interview, Starbucks board chair Mellody Hobson discusses Kevin Johnson’s surprise departure from his role as CEO , and she explains the board’s decision to call on founder Howard Schultz to step in. Billionaire investing legend Leon Cooperman weighs his 55 years on Wall Street when managing his portfolio in today’s market. Plus, Ukraine’s President Volodimir Zelensky appeals directly to the US government, and it might be time to put Daylig...
Mar 16, 2022•38 min
Chinese tech stocks are under serious pressure as domestic and international regulators heighten scrutiny on Chinese firms and Covid cases prompt lockdowns in Chinese manufacturing facilities and port cities. Meanwhile, Russia denies that the Kremlin asked Beijing for military support and for aid in avoiding Western sanctions as it wages war in Ukraine, and Chinese officials deny that they signaled being open to Russia’s request. After a 7-hour, “intense” talk between U.S. and Chinese officials ...
Mar 16, 2022•35 min
China’s Covid cases are now the highest they’ve been since the beginning of the pandemic. Domestically, the country is addressing health concerns by halting business and production while simultaneously cracking down on its biggest tech stocks . Internationally, Chinese leaders are meeting with U.S. officials to discuss China’s role in Russia’s war on Ukraine. CNBC’s Kayla Tausche reports on the latest attacks in Ukraine and the week’s negotiation agenda for global powers. Two years after the WHO...
Mar 14, 2022•30 min
Two years after the WHO declared Covid-19 a global pandemic, CNBC’s Meg Tirrell reflects on how far we’ve come, in a conversation exclusive to Squawk Pod. Pfizer CEO Albert Bourla traces our progress from manufacturing the first vaccine to battling various strains as they evolve. Bourla maps out the annual vaccinations on our road still ahead. In Eastern Europe Vladimir Putin has referred to “positive shifts” in Russia’s talks with Ukraine, giving the global markets hope for an imminent end to t...
Mar 11, 2022•31 min
Efforts at diplomacy between Russia and Ukraine have so far been unproductive, and foreign leaders including Vice President Kamala Harris and Canada’s Prime Minister Justin Trudeau are now in Poland to facilitate talks and support Ukraine. The conflict has affected American gas prices, and Operation Hope CEO John Hope Bryant discusses impacts on consumer wallets and on corporate strategies. In the wake of Microsoft’s deal to buy Activision Blizzard, the SEC is investigating concerns of insider t...
Mar 10, 2022•27 min
Following over 300 other western companies, McDonald’s has temporarily closed its restaurants in Russia while Vladimir Putin continues his war in Ukraine. CNBC’s Steve Liesman, a founding business editor of The Moscow Times and a former reporter for The Wall Street Journal in Russia, recalls the first Russian McDonald’s and what it symbolized for a nation once cut off from the western world. In conversations exclusive to Squawk Pod, he and fellow reporter Diana Olick, a former student in the Sov...
Mar 09, 2022•25 min
In the latest international response to Russia’s invasion of Ukraine, the U.S. will ban imports of Russian oil . As the conflict escalates, global oil prices are skyrocketing, and Again Capital’s John Kilduff points out that oil price spikes have historically preceded recessions. Global head of commodity strategy at RBC Capital Markets Helima Croft traces the ripple effects of the invasion through the global oil markets to gas pumps and the White House. CNBC’s Ylan Mui reports on congressional s...
Mar 08, 2022•27 min
The U.S. and its allies are considering banning Russian oil and natural gas imports in response to the country’s invasion of Ukraine. Daniel Yergin, S&P Global vice chairman, discusses oil and surging gas prices ahead of the 40th annual CERAWeek energy conference. NBC’s Molly Hunter reports that Russian and Ukrainian officials are working on a humanitarian corridor for evacuations, but no deal has been reached yet. New Jersey Gov. Phil Murphy discusses the state’s decision to end its Covid-1...
Mar 07, 2022•34 min
After the Russian military fired on and seized control of Europe’s largest nuclear plant in Ukraine, retired U.S. army colonel and a Medal of Honor recipient Jack Jacobs discusses Vladimir Putin’s military strategy, as well as the war’s most likely outcome. CNBC’s Robert Frank details the sanctions levied on dozens of Russian oligarchs, and author Ben Mezrich reflects on his experience yachting and clubbing with the Russian oligarchs who put Putin in power. Mezrich has written about Russian and ...
Mar 04, 2022•30 min
The Biden administration has unveiled a new plan for the ongoing pandemic, continuing production of vaccines and tests to minimize disruptions in the face of any new waves of infection. Former FDA Commissioner Dr. Scott Gottlieb discusses U.S. preparedness and the likelihood of new strains emerging in the fall. A week into Russia’s war in Ukraine, CNBC’s Kayla Tausche reports that over 2,000 civilians, and over 6,000 Russian troops have died. Plus, Peloton co-founder and ex-CEO John Foley has so...
Mar 03, 2022•23 min
Famed value investor Bill Miller of Miller Value Partners joins Ariel Investments co-CEO Mellody Hobson to share investment advice as war abroad escalates and inflation at home rises. Some of Miller’s biggest positions are in Amazon, Alphabet, and Meta, and he says, Meta stock is cheap, and the case for bitcoin is strong. Hobson says value investors are enthusiastic about leisure and entertainment stocks, like hotels and casinos. Joe, Becky, and Andrew break down President Biden’s first State of...
Mar 02, 2022•31 min
As the Western world’s sanctions pile onto Russia, CNBC’s Steve Liesman considers the effect they’ll really have for the Russian economy and the Russian people. Speaking from his experience as a journalist in Moscow, Liesman explains the Russian government’s relationship to its citizens and the country’s difficult financial history. Meanwhile, U.S. corporations including Netflix, Disney, and Warner Bros. are taking a stand for Ukraine , and Airbnb is helping to coordinate housing for refugees . ...
Mar 01, 2022•28 min
Bill Daley, vice chairman of public affairs at Wells Fargo and former chief of staff in the Obama administration, discusses new sanctions against Russia, including the move to block some access to the SWIFT international payment system. CNBC’s Kayla Tausche breaks down the latest moves from the U.S. Treasury Department against Russia, CNBC’s Robert Frank reports on the swath of new sanctions from Western nations against Russian elites, and Eunice Yoon reports from Beijing, where China is struggl...
Feb 28, 2022•30 min
As Russia bombards Ukraine and advances on Kyiv, and Western powers consider deterrence strategies, market swings match changes in the power dynamic. After a call between China’s President Xi and Russia’s President Putin, Russian news outlets reported that Russia would be willing to start talks with Ukraine at a meeting in Minsk. Niall Ferguson, renowned historian, Hoover Institution senior fellow and founder of Greenmantle, discusses Europe’s reliance on Russia’s oil and gas. As investors seek ...
Feb 25, 2022•29 min
Russia has launched an invasion of its neighbor Ukraine, with military assaults on several key Ukrainian cities including its capital, Kyiv. City officials said the offensive has already killed dozens of soldiers and several civilians. Jack Jacobs, retired U.S. army colonel and a Medal of Honor recipient, discusses global deterrence strategy and says, "It is a war, there's no doubt about it." CNBC’s Kayla Tausche reports on how the White House is reacting to Russia’s attack on Ukraine, NBC’s Mat...
Feb 24, 2022•40 min
Democratic candidate for Georgia governor Stacey Abrams discusses her new book, “Level Up: Rise Above the Hidden Forces Holding Your Business Back,” and shares her plan for bolstering small businesses across the country. In a wide-ranging conversation, Abrams covers Congressional fundraising, voting rights, and the state of the Democratic Party. As Russia appears poised for further invasion of Ukraine, the U.S. is imposing economic sanctions on the country in hopes of determent. CNBC’s Kayla Tau...
Feb 23, 2022•29 min
Russian President Vladimir Putin has ordered troops into two breakaway regions of eastern Ukraine after announcing Monday evening that he would recognize their independence. NBC’s Matt Bradley reports from Kiev on the escalating tensions between Russia and Ukraine , as well as international implications for China and responses from the EU, UN, and NATO. Marriott CEO Tony Capuano discusses the rebound in leisure travel and the impact of Covid-19 on its business. Home Depot reported a strong fisca...
Feb 22, 2022•31 min
Warren Buffett is setting the record straight after The Wall Street Journal insinuated that Berkshire Hathaway might have had inside information on the Microsoft-Activision Blizzard deal that informed his own timely ATVI buy. Buffett said the stock buys were made by “one of the two investment managers who operate independently of me at Berkshire” – a reference to Berkshire investors Ted Weschler and Todd Combs – and were completed long before the acquisition was announced. Steve Ballmer, former ...
Feb 18, 2022•30 min
Ongoing tension at the Russia-Ukraine border continues to impact market sentiment. The U.S. Ambassador to the United Nations says the conflict has reached a “crucial moment” and that Russia is moving toward “an imminent invasion.” Senate Republicans are blocking votes on President Joe Biden’s five nominees for the Federal Reserve Board, creating an impasse while the central bank is under increasing pressure to combat inflation. Sen. Kevin Cramer (R-ND.), discusses delaying the vote and why he ha...
Feb 17, 2022•37 min
Moderna CEO Stephane Bancel finds it “reasonable” to think the pandemic might be over , but economies and politics around the world must recover in its wake. Cameron Mitchell, CEO of Cameron Mitchell Restaurants, discusses the increased labor and product costs hitting all restaurateurs, whether Covid ends or not. Arthur Brooks, Harvard professor and The Atlantic contributor, discusses Canada’s Prime Minister Justin Trudeau and his approach to truckers protesting vaccine mandates. Brooks consider...
Feb 16, 2022•35 min
Russia appears to be backing away from an immediate invasion of Ukraine , cooling geopolitical tensions that have knocked the stock market down the last three days. Daleep Singh, deputy national security advisor for international economics and a deputy assistant to the President, discusses the Russia-Ukraine border crisis and confirms that the U.S. is prepared to levy severe sanctions on Russia, should President Putin pursue an invasion. Warren Buffett’s Berkshire Hathaway bought roughly $1 bill...
Feb 15, 2022•35 min
A super-sized episode, starting with St. Louis Federal Reserve President James Bullard’s suggestion of a super-sized hike in interest rates. After Bullard’s original comments spooked the markets last week, he makes his case to mitigate 40-year inflation highs with a fast reaction from the U.S. central bank. Abroad, tensions between Russia and Ukraine--and now the rest of the world--remain unresolved, and investors gauging the geopolitics remain uncertain. Russia’s Foreign Minister Sergey Lavrov ...
Feb 14, 2022•46 min
Inflation is squeezing consumer wallets, and it’s likely to soon start affecting the housing market. Becky Quick and Brian Sullivan discuss how the latest inflation data may strongarm the Fed into taking more aggressive economic action than originally planned for 2022. Truckers protesting vaccine mandates on the U.S.-Canada border are disrupting an already fraught auto industry. New York Times columnist Tom Friedman admits their right to protest and underlines his own right to label the activism...
Feb 11, 2022•34 min
Inflation rose 7.5% over the past year, its highest level since 1982 . Jim Paulsen, The Leuthold Group CIO, CNBC’s Rick Santelli and Steve Liesman break down January’s key consumer price index data. Twitter reported fourth quarter financial results that missed analyst estimates on earnings, revenue, and user growth. The report is the first under new CEO Parag Agrawal after Jack Dorsey stepped down from the role in November. Twitter CFO Ned Segal discusses the company's latest acquisitions and it...
Feb 10, 2022•33 min
Support is growing among lawmakers on Capitol Hill for legislation that would ban lawmakers from trading stocks. CNBC’s Ylan Mui reports on Pelosi’s proposal, and Senator Steve Daines (R-Mont.), who sits on the Senate Finance Committee, explains the bipartisan support to ban stock trading among Congressional lawmakers. Transportation Sec. Pete Buttigieg discusses U.S. companies investing in manufacturing and ensuring the nation’s electric vehicle infrastructure is made at home. New York is pulli...
Feb 09, 2022•35 min
