In a special episode of Squawk Pod, Andrew Ross Sorkin sits down with Palantir CEO Alex Karp at the World Economic Forum in Davos, Switzerland. A CEO consistently unafraid to speak out, Karp is urging fellow leaders to stand up to antisemitism. The Ukrainian military and the Israeli Defense Ministry use Palantir technology in their respective war efforts, and Karp expects his technology to continue solving geopolitical problems in the years ahead. Plus, Joe Kernen and Becky Quick join Andrew to ...
Jan 18, 2024•19 min
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 Morgan Stanley’s new CEO Ted Pick. In his first interview as the bank’s chief, Pick discusses his predecessor James Gorman’s legacy and his strategy for growing the bank moving forward. After the company’s latest quarterly report , Pick explains his plans for the company’s wealth management business, as well as his projections for ...
Jan 18, 2024•14 min
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 co-founder, chairman, and CEO Steve Schwarzman. The head of the world’s largest alternative asset manager ($1T AUM) and a longtime investor in China, Schwarzman discusses opportunities in global real estate and China’s effort to attract more foreign direct investment. Once a donor to President Donald Trump, Schwarzman ad...
Jan 17, 2024•13 min
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 Chase CEO Jamie Dimon. He takes a hard look at American political tribalism in the wake of the Iowa Presidential Caucus, and he considers the trajectory of the U.S. economy. Plus, Dimon says that China is gladly opening up to foreign investments, and he’s done talking about bitcoin–after this! Jamie Dimon talks about pet r...
Jan 17, 2024•28 min
In a special episode of Squawk Pod, Andrew Ross Sorkin is at the World Economic Forum in Davos, Switzerland, where he’s speaking with U.S. Secretary of State Antony Blinken. As the world digests Taiwan's election results, wars in Ukraine and Gaza, and attacks in the Red Sea, Secretary Blinken discusses the U.S. relationship with China, as well as the intersection of private industry and geopolitics. As violence persists in the Middle East, both in the Israel-Hamas War and in the Red Sea, Secreta...
Jan 17, 2024•25 min
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. After the firm’s latest acquisition of Actis, General Atlantic will have $100B under management. Since inception, the firm has deployed $60B into over 500 companies, including Uber, Airbnb, Etsy, Mobileye, Chime, and TikTok parent ByteDance. Ford sits on the boards of BlackRock and Byted...
Jan 17, 2024•12 min
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 Intel CEO Pat Gelsinger. Intel has a new line of chips for generative AI, and investors are excited–bumping the stock up 12% in the wake of that announcement. Gelsinger sees his business and the expansion of semiconductor production in Europe and the US as crucial to establishing a stable world order. He says, a balanced supply cha...
Jan 16, 2024•15 min
In the first of a special series of 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 Ray Dalio, founder of one of the world’s largest hedge funds, Bridgewater. “The market’s not cheap,” Dalio says, as he considers current political and economic uncertainties, both globally and domestically. As Taiwan’s new President settles in and the American 2024 Presidential election approaches, Dalio offe...
Jan 16, 2024•15 min
Pershing Square Founder and CEO Bill Ackman joins Andrew Ross Sorkin for an extended conversation about his activist shareholder strategy on Wall Street and at his alma mater, Harvard. He’s become one of business’s most outspoken voices pushing for an end to antisemitism on college campuses and for the removal of Harvard’s former president, Claudine Gay. Ackman addresses his change-seeking strategies, and the controversial headlines about himself and about his wife’s academic career. Plus, he di...
Jan 12, 2024•45 min
After over 10 years of opposition to the idea, the SEC finally approved 11 spot bitcoin ETFs to begin trading . In this cryp-tastic episode, Grayscale’s Michael Sonnenshein discusses his firm’s spot bitcoin ETF offering and ARK Invest’s CEO and CIO Cathie Wood discusses details of her firm’s own offering. The two weigh in on the fee wars, the long journey to regulatory legitimacy, and the next milestone for digital assets . Plus, hear Coinbase CEO Brian Armstrong’s first reaction to the approval...
Jan 11, 2024•27 min
As the crypto community anxiously awaited the SEC’s decision on spot Bitcoin ETFs, the SEC’s X account tweeted a false start . As of Wednesday morning, the Bitcoin ETFs had not been approved, but the crypto market popped briefly on the fake post. The Iran-backed Houthi militia launched its largest attack yet in the Red Sea. Former NATO Supreme Allied Commander Admiral James Stavridis discusses the latest attack in context with his own history taking on the Somali pirates in the region a decade a...
Jan 10, 2024•29 min
Kevin McCarthy gives his first interview since leaving his role as House Speaker, weighing in on the 2024 election, supporting former President Trump, and the opportunities afoot for the Republican Party. Semafor business and finance editor Liz Hoffman has a scoop: a group of lawyers and investors are planning a lawsuit, targeting corporate DEI policies and claiming those policies have hurt shareholders. Boeing CEO David Calhoun is under pressure to fix the fuselage issues on the now-grounded 73...
Jan 09, 2024•34 min
171 Boeing 737 Max 9 aircrafts have been grounded after a door plug blew out of a plane in the middle of an Alaska Airlines flight over the weekend. CNBC’s Phil LeBeau explains what happened on that flight and what happens now at Boeing and the airlines that carry these crafts . Former FAA Administrator and pilot J. Randolph Babbitt discusses industry concerns and airline safety regulation. The crypto community awaits the SEC’s decision on spot Bitcoin ETFs ; former SEC chair Jay Clayton is expe...
Jan 08, 2024•31 min
The last jobs report of 2023 came in much better than economists expected, but former Fed Vice Chair Roger Ferguson projects a cautious road forward. Other good economic news: America’s burgeoning electric vehicle industry. U.S Energy Secretary Jennifer Granholm is seeing the “diminishment of demand” for gasoline in America, but she’s confident in the country’s EV manufacturing future, from charging stations to battery supply chains. Despite good economic news, American sentiment remains low . H...
Jan 05, 2024•38 min
Eli Lilly will now sell weight loss drugs directly to consumers . In a big move, the drugmaker has announced LillyDirect, a platform that uses telehealth to improve consumer access to weight loss drugs like Lilly’s Mounjaro and its recently approved Zepbound . CNBC’s Bertha Coombs explains the impact LillyDirect will have on health care and on pharmacy benefit providers like those of CVS, UnitedHealth, and Cigna. Primary care physician Dr. Kavita Patel underscores the health care access problem ...
Jan 04, 2024•34 min
Claudine Gay has resigned from her post as Harvard University President amid plagiarism allegations and pressure from Harvard’s donors. Crisis management expert Eric Dezenhall explains the shareholder mindsets of the university’s donors and the role they play in the future of higher education and the workforce. Another shareholder fight is underway at Disney ; activists ValueAct and Blackwells are backing Bob Iger and Disney in the ongoing proxy battle with another activist investor, Nelson Pelt...
Jan 03, 2024•33 min
2024 trading begins after a strong market finish to 2023 , with the Nasdaq 100 closing its best year since 1999. Just over 300 days before the 2024 election, former Connecticut Senator Joe Lieberman is pushing for an option outside of President Biden and President Trump. Once on the Presidential ticket himself, Lieberman started nonprofit No Labels, which hopes to offer a third, bipartisan, centrist “unity ticket” to the Americans unsatisfied with the current political playing field. Plus 2023 w...
Jan 02, 2024•29 min
Google might owe you $5,000. This week, the tech giant settled a $5b lawsuit over ‘incognito mode.’ The Boeing 737 Max is once again suffering a quality issue. The company’s best-selling jetliner must now be checked for a ‘possible loose bolt’ before reaching customers. Global energy prices are ending a year of fluctuation, most recently because of shipping interruptions to the fleet originally routed through the Red Sea and Suez Canal . Energy expert Helima Croft explains the oil supply chain a...
Dec 29, 2023•29 min
The New York Times is suing OpenAI and Microsoft over copyright infringement, opening big media’s first legal case against content use in training large language models. Tusk Ventures CEO Bradley Tusk explains the timing and the repercussions of this action for tech innovation and the future of news. Apple’s sales in 2023 have declined, but Apple’s stock is soaring . CNBC’s Steve Kovach discusses the company’s headwinds and tailwinds, as well as the temporary pause on a ban of some US Apple Watc...
Dec 28, 2023•32 min
NASA and Apple engineer turned YouTube sensation Mark Rober shares his joy for inventing–and how he’s cashing in on the broad appeal of his glitter bomb packages, squirrel obstacle courses, engineering projects, and kids excited to learn while they play. Media analyst Paul Dergarabedian considers the box office’s bumpy ride in 2023. Between Hollywood strikes and shifting viewer tastes, Dergarabedian says that streaming has an edge. For streamers on Amazon Prime, though, ads are coming ! And in t...
Dec 27, 2023•30 min
7.5 million travelers are hitting the skies between Christmas and New Years this year, passing the pre-pandemic record of 7.2 million. International president of the Association of Flight Attendants Sara Nelson discusses the pilots and flight attendants renegotiating contracts and managing unruly passengers during a busy holiday schedule. And the “she-cession” may be over, but Yale Lecturer and journalist Joanne Lipman warns that working women may lose many of their workplace participation gains...
Dec 26, 2023•34 min
The North American Aerospace Defense Command (NORAD) returns to Squawk Pod for its annual tradition: tracking Santa Claus’s Christmas journey through the night sky. Deputy Commander of the Continental US NORAD Region Major-General S.T. Boyle explains how Rudolph helps light the way for Santa and for NORAD tracking his progress. Also spreading holiday cheer, chef, restaurateur, and author of “Eat, Drink, and Be Murray” cookbook, Andy Murray. Murray shares family recipes and stories from his Caddy...
Dec 22, 2023•32 min
Markets are confused, at least according to some economists . The markets snapped 7 straight weeks of gains this week, as Wall Street interpreted the Federal Reserve’s pivot from hiking rates to cutting them. Chief economics correspondent at The Wall Street Journal Nick Timiraos penned a splashy op-ed pointing to confusion among investors and Fed governors. Elon Musk biographer and Tulane professor Walter Isaacson discusses the billionaire’s tendency to polarize his advertisers and consumers. Pl...
Dec 21, 2023•38 min
The market rally surges on , after the Federal Reserve announced its pivot . Former Fed Governor Kevin Warsh discusses the rally and the Fed’s next move. FedEx shares tumbled after disappointing Wall Street in its second quarter report and lowering its revenue guidance; Broughton Capital’s Donald Broughton explains why this company is often considered a bellwether for macroeconomic conditions. CNBC’s Steve Liesman reveals America’s public opinion on its billionaires, and coming out on top was th...
Dec 20, 2023•45 min
The Houthis, a Yemeni rebel group backed by Iran, have amped up attacks on ships traveling through the Suez Canal since the beginning of the Israel-Hamas War. Director of Harvard’s Belfer Center Meghan O’Sullivan explains the disruptions to global shipping and the geopolitics at play in the Red Sea. The AI arms race is set to enter a new year, as 2023 winds down. CNBC’s Technology Correspondent Steve Kovach discusses Microsoft, Nvidia, and other winners so far, and Activate CEO Michael Wolf expl...
Dec 19, 2023•27 min
As holiday travel ramps up, Southwest Airlines is landed with a $140 million fine for last holiday season’s travel meltdown. U.S. Transportation Secretary Pete Buttigieg emphasizes airline obligations to passengers, as well as the infrastructure needed to protect American consumers and travelers. Companies must now disclose cyberattacks in a timely manner, in compliance with new rules from the SEC. Former CEO of FireEye and current Mandiant CEO Kevin Mandia explains the implications of this new ...
Dec 18, 2023•36 min
The Senate will wait another week to go on holiday recess, after Senate Majority Leader Chuck Schumer delayed the break until lawmakers reach a deal on immigration and foreign aid. Senator Markwayne Mullin (R-Ok.) discusses the packages for Ukraine, Israel, and securing America’s own border. After a meeting in St. Vincent & the Grenadines, Venezuela President Maduro and Guyana President Arfaan Ali have not reached a resolution to their territorial dispute. Former international correspondent ...
Dec 15, 2023•34 min
Federal Reserve Chair Jay Powell surprised Wall Street with his announcement of a more dovish approach to inflation , moving forward. Powell signaled a 2024 of rate cuts from the central bank. OpenAI scored a deal with Politico and Business Insider parent Axel Springer, the company’s second deal with a news organization. Tulane Professor and Perella Weinberg Advisory Partner Walter Isaacson discusses AI’s role in newsrooms and the deals’ impacts on journalism. The Project Liberty founder Frank M...
Dec 14, 2023•32 min
Billionaire investor, Home Depot co-founder, and NYU Langone Health board chair Ken Langone discusses his latest market buys, his calls for pharma stocks, and his apprehension about investing in China. Former SEC Chair and University of Pennsylvania professor Jay Clayton joins Ken Langone in a discussion about leadership on American college campuses in the aftermath of controversial testimonies from university presidents on Capitol Hill. Plus, Netflix has released viewership numbers, Presidents ...
Dec 13, 2023•34 min
In a recent op-ed , Ariel Investments Co-CEOs Mellody Hobson and John Rogers predict investors’ best bets for 2024. Hobson and Rogers explain why, after a big year for tech’s ‘magnificent seven, ’ it may be time to cash in on smaller stocks. Boomers are driving spending! Bank of America Institute has released new data on consumer spending in November; head of the Institute Liz Everett Krisberg discusses the highlights, including spending trends across Gen Z, millennials, Gen X, and boomers. Plus...
Dec 12, 2023•31 min
