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Squawk Pod

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.
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Episodes

TSA with the Transportation Secretary & the EU-U.S. Relationship 3/19/26

As the funding shutdown of the DHS wears on , TSA agents and regional airports are under pressure. Transportation Secretary Sean Duffy discusses the looming airport shutdowns and his concern about national security amid funding squabbles on Capitol Hill. CNBC’s Dan Murphy reports on the latest strikes in the Gulf region and the potential long term effects for oil supply. Former EU Commissioner for Competition Margrethe Vestager discusses Europe’s relationship with the U.S. in wartime, including ...

Mar 19, 202637 min

Iran Retaliation & “Know Your Value” with Mika Brzezinski 3/18/26

From Dubai, CNBC’s Dan Murphy reports on the latest in the Middle East as Iran retaliates against other states in the region . CEO of the Anti-Defamation League Jonathan Greenblatt discusses the state of antisemitism in the U.S., weighing in on university campus changes and potential bias in anti-Iran War sentiment. Plus, Nvidia CEO Jensen Huang is calling OpenClaw “the next ChatGPT,” and MSNow’s Morning Joe co-host Mika Brzezinski and HSBC’s Racquel Oden discuss their Know Your Value venture , ...

Mar 18, 202627 min

Kevin Hassett, Sen. Rand Paul, & the Property Brothers 3/17/26

National Economic Council Director Kevin Hassett discusses President Trump’s resolve in the Iran War , as well as the conflict’s timeline . Senator Rand Paul (R-Kentucky) is preparing for the confirmation hearing for President Trump’s pick for DHS Secretary, Senator Markwayne Mullin (R-Oklahoma). In addition to the hearing, Sen. Paul discusses his opposition to the Iran War. Plus, the Property Brothers Jonathan and Drew Scott discuss the regulatory and “NIMBY” hurdles to solving America’s afford...

Mar 17, 202634 min

The UAE’s Infrastructure & Oil Markets 3/16/26

Starting the third week of the war in the Middle East, Morgan Stanley’s chief of U.S. equity strategy Mike Wilson discusses the energy and broader markets and considers the likelihood of a recession in the short term. On the ground in Dubai, CNBC’s Dan Murphy reports on Iran’s strikes on the UAE’s critical energy infrastructure and transportation hub. The Strait of Hormuz is pivotal to the conflict; President Trump is reportedly planning a coalition of naval escorts through the channel key for t...

Mar 16, 202632 min

China Trade Pressure & TSA Workers Miss First Paycheck 3/13/26

Trade tensions between the U.S. and China are rising ahead of a high-stakes summit in Beijing now less than three weeks away. U.S. Trade Representative Jamieson Greer discusses the administration’s new trade investigations, the state of relations with China, the impact of the Iran war, and President Trump’s tariff agenda . Then, with TSA workers set to miss their first paycheck of the shutdown, former DHS Secretary Jeh Johnson explains what the Senate’s funding fight could mean for airport staff...

Mar 13, 202638 min

Energy Sec. Wright on Iran Oil Disruption & Pentagon CTO on Anthropic 3/12/26

More than 30 countries have agreed to release 400 million barrels of oil from strategic reserves as the war-driven supply shock sends crude above $100 a barrel. U.S. Energy Secretary Chris Wright discusses America’s plan to release 172 million barrels from the Strategic Petroleum Reserve, the effort to stabilize oil prices, and whether the U.S. Navy could help escort tankers through the Strait of Hormuz. Then, CNBC’s Dan Murphy reports on Iran’s escalating attacks on shipping and energy infrastr...

Mar 12, 202650 min

Anthropic’s Fight & The AI Job Revolution 3/11/26

Microsoft is backing Anthropic in its skirmish with the Trump Administration’s Pentagon, arguing a temporary restraining order would avoid disrupting the military’s use of AI. North Carolina Senator Thom Tillis maintains his blockade on voting for Fed chair nominee Kevin Warsh as long as there is a still a DOJ criminal investigation against current Chair Jerome Powell, and key traffic remains stalled in the Strait of Hormuz . Then, entrepreneur, author and sometime politician Andrew Yang warns t...

Mar 11, 202638 min

5 Things to Know Ahead of the Opening Bell 3/11/2026

Chevron and Shell are nearing their first big production deal in Venezuela since the capture of Nicolas Maduro, Disney names its next president of Disneyland Resort, Senate aids get approval to use three AI chatbots for work, the Trump Administration restarts Global Entry after a pause, and Softbank’s Japanese Payment app PayPay sets a price range for its IPO. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi...

Mar 11, 20262 min

Timing the Iran War & AI on the Battlefield 3/10/26

Wall Street witnessed a stunning recovery Monday after President Donald Trump indicated the U.S.-Iran war could be over soon . Trump told a CBS News reporter on Monday that “the war is very complete, pretty much” and later said during a press conference that the conflict would end “very soon.” Sen. Ted Cruz weighs in on the potential duration of the conflict in Iran, and Armadin CEO Kevin Mandia describes the AI-enabled future of warfare, that is already here. Plus, CNBC’s Steve Liesman on the t...

Mar 10, 202643 min

The Biggest Oil Disruption in History 3/9/26

Oil surged above $100 a barrel as the war with Iran disrupts global supply and tanker traffic through the Strait of Hormuz remains at a standstill. Amos Hochstein, TWG Global managing partner and former senior advisor to President Biden, discusses the state of the conflict, the historic shock to oil markets, and what a possible endgame could look like. Then, Goldman Sachs President of Global Affairs Jared Cohen examines what the war means for the future of Iran’s regime and the broader geopoliti...

Mar 09, 202637 min

A Weak Jobs Report & Regulating Prediction Markets 3/6/26

A surprising February jobs report is raising new questions about the strength of the labor market. The economy lost 92,000 jobs last month weighed down by severe winter weather and a strike at a major health care provider. CNBC’s Steve Liesman and San Francisco Fed President Mary Daly break down the data, the broader economic picture, and what it could mean for the Federal Reserve’s interest rate path. Then, former U.S. Congressman Sean Maloney, now CEO of the Coalition for Prediction Markets, d...

Mar 06, 202643 min

Berkshire’s New CEO: Greg Abel 3/5/26

For the first time since Lyndon Johnson was in the White House, Berkshire Hathaway has a new CEO. Greg Abel joins us in his major interview since taking over for the legendary Warren Buffett at the beginning of the year. The company has resumed repurchasing its own shares for the first time since 2024, and Abel announced his plans to use his annual compensation each year to buy additional shares in Berkshire. Plus, the latest in the he-said, he-said drama of OpenAI, Anthropic and the Pentagon. G...

Mar 05, 202645 min

Bessent on Global Oil Trade 3/4/26

Treasury Secretary Scott Bessent says the Trump Administration will roll out a series of measures aimed at stabilizing oil shipments through the Persian Gulf, as Washington steps into the oil tensions. He also addressed President Trump’s latest tariff policy . CNBC’s Dan Murphy reports from Dubai on the main energy traffic artery the Strait of Hormuz, and Sam Altman told OpenAI employees the company doesn’t get to choose how the military uses its technology. And, CNBC Cures’ first summit brought...

Mar 04, 202640 min

5 Things to Know Ahead of the Opening Bell 3/4/2026

President Trump says the U.S. will provide insurance to Persian Gulf tankers to ease the traffic slowdown in the Straight ot Hormuz, tech companies are scrambling to ensure safety of employees in the Middle East, cybersecurity company Crowdstrike beat analysts’ expectations for the fourth quarter, Ross Stores seeing an uptick in shoppers at the off-price retailer, and Democratic lawmakers are potentially working on a proposal that could lead to the breakup and American meatpacking companies Host...

Mar 04, 20262 min

Sen. Tim Kaine on War Powers and Iran 3/3/26

The U.S.-Iran conflict enters its fourth day, spreading across the region and pushing oil prices higher. CNBC’s Dan Murphy reports on the latest military developments and what the surge in energy costs could mean for markets. On Capitol Hill, lawmakers prepare to vote on President Trump’s war powers in Iran. Senator Tim Kaine (D-Va.) explains why he opposes the strikes and argues Congress must reassert its authority. And, as AI becomes a tool of modern combat, Christoff & Co. CEO Niki Christ...

Mar 03, 202635 min

The Path with Becky Quick: A Beast of a Journey 3/2/26

In 2024, Jeffrey Allen applied to the first season of “Beast Games,” a reality competition show on Amazon Prime Video that was inspired by the Netflix series “Squid Game” and created by YouTuber MrBeast . Why did this California Dad want to be on a game show? “Beast Games” offered the largest cash prize in history – and Allen wanted to make a difference in the search for a cure for his son Lucas’ rare disease. Lucas was diagnosed as a toddler with Creatine Transporter Deficiency, or CTD, a rare ...

Mar 02, 202645 min

Strikes in Iran and Lloyd Blankfein Looks Back 3/2/26

More U.S. forces head to the Middle East, following the initial strikes in Iran by the U.S. and Israel. CNBC reporters Dan Murphy and Brian Sullivan on the market and global energy industry ’s response. Veteran and venture capitalist Alex Harstrick describes Operation Epic Fury as, potentially, the first “AI War” and the language barriers between Silicon Valley and the Pentagon when it comes to artificial intelligence. And, former Goldman Sachs CEO Lloyd Blankfein looks back on an epic Wall Stre...

Mar 02, 202648 min

OpenAI CEO Sam Altman & Amazon CEO Andy Jassy 2/27/26

OpenAI has closed a staggering $110 billion funding round , more than doubling its record-setting raise from just a year ago. OpenAI CEO Sam Altman joins alongside Amazon CEO Andy Jassy to discuss the massive new capital infusion, the details behind OpenAI and Amazon’s $50 billion strategic partnership, and what comes next for agentic AI. Then, IBM vice chairman and former Trump NEC director Gary Cohn reacts to news that Block is cutting 40% of its workforce , citing AI efficiencies. Cohn discus...

Feb 27, 202649 min

Jensen Huang, FDA Commissioner Makary, & Beast Industries CEO 2/26/26

After reporting a strong quarter, Nvidia CEO Jensen Huang speaks to Becky Quick about his company’s future and the future of the AI landscape–including the ongoing standoff between Anthropic and the Pentagon . FDA Commissioner Dr. Marty Makary discusses the agency’s push for reforms and expedited drug approvals, particularly for rare disease therapies . Plus, Beast Games Season 2 finale is out on Amazon Prime, and season three is already in preproduction. Beast Industries CEO Jeff Housenbold dis...

Feb 26, 202639 min

State of the Union Digest: Dr. Mehmet Oz & Rep. Gottheimer (D-NJ) 2/25/26

After the President’s State of the Union address , Rep. Josh Gottheimer (D-New Jersey) discusses his party’s response to the lengthy speech and underscores the affordability crisis facing many Americans. CNBC’s Eamon Javers recaps the evening’s highlights, including moments of partisan- and bipartisanship. Then, Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the administration’s push to lower drug prices . Plus, Anthropic has changed its safety policy. Rep. Josh...

Feb 25, 202637 min

State of the Union: Senators Cruz (R-TX) & Cantwell (D-WA) 2/24/26

Ahead of the President’s State of the Union address tonight , Joe Kernen sits down with lawmakers on both sides of the aisle. First, Senator Ted Cruz (R-Texas) discusses the Supreme Court’s tariff ruling and his outlook for geopolitical shifts in the rest of President Trump’s term. Then, Senator Maria Cantwell (D-Washington) discusses tariff confusion and the latest development in Netflix’s and Paramount Skydance’s competing bids for Warner Bros. Discovery . Sen. Ted Cruz - 10:48 Sen. Maria Cant...

Feb 24, 202633 min

Blizzards & Tariffs Hit Washington 2/23/26

As a major blizzard blankets much of the East Coast, the bigger storm is in Washington. After the Supreme Court of the United States struck down President Donald Trump’s global tariff policy, the President responded with a new 15% tariff on all imports, putting U.S. trade deals and the broader global order in question. CNBC’s Steve Liesman explains the ruling and what comes next. Yale Law School professor and former Biden Treasury official Natasha Sarin debates former Trump economic advisor Step...

Feb 23, 202654 min

5 Things to Know Ahead of the Opening Bell 2/23/26

U.S. Customs will stop collecting IEEPA tariffs on Tuesday, after the Supreme Court deemed them illegal, TSA Pre-Check is once again operational, despite the partial government shutdown, Axios reports that Defense Secretary Pete Hegseth will meet with Anthropic CEO Dario Amodei to discuss the military’s use of Claude AI, Goldman Sachs has raised its end-of-year oil forecast, and “One Battle After Another” won BAFTA’s best film award. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com ...

Feb 23, 20264 min

“Please, Spare Me.” Chris Christie on Kalshi & Polymarket 2/20/26

The Supreme Court has struck down the President’s tariffs , President Trump is considering a limited military attack against Iran , private credit stocks are sliding, and filmmaker James Cameron is speaking out against Netflix’s bid for Warner Brothers Discovery . Plus, former New Jersey Governor Chris Christie is now a strategic advisor for the American Gaming Association, and he’s calling out the “prediction market” status of Kalshi and Polymarket. Florida Governor Ron DeSantis discusses the s...

Feb 20, 202642 min

5 Things to Know Before the Opening Bell 2/20/2026

President Trump says he’ll decide whether to attack Iran in the next 10 days, Johnson & Johnson is reportedly considering selling its orthopedics unit, Amazon’s AI tools sparked two outages at the company’s cloud unit, according to the FT, Live Nation reported strong live concert demand, and President Trump will direct the release of files on “extraterrestrial life.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data fo...

Feb 20, 20266 min

Mario Gabelli on MSG & Joseph Stiglitz on the Trump Economy 2/19/26

OpenAI is nearing a $100B+ fundraise , Meta’s Mark Zuckerberg testified at a landmark social media addiction trial in California, and Andrew Mountbatten-Windsor has been arrested on suspicion of misconduct tied to Jeffrey Epstein. Legendary media investor Mario Gabelli discusses the Netflix-Paramount battle for Warner Brothers Discovery’s film and media assets . Plus, as an MSG shareholder, Gabelli weighs in on MSG’s exploration of splitting the Knicks and the Rangers. Two-time Nobel Prize-winni...

Feb 19, 202631 min

Baby Formula, A Tax Hike, & The Late Show 2/18/26

Amazon stock has snapped a nine day losing streak , oil prices have responded to U.S.-Iran talks in Geneva, and “Late Show” host Stephen Colbert is calling out CBS for allegedly blocking the broadcast of his interview with Texas state Rep. James Talarico. The FDA is looking into the safety and supply of baby formula in America with Operation Stork Speed. Former FDA Commissioner Dr. Scott Gottlieb explains the way formula manufacturing and safety protocols work in the U.S., including why reformul...

Feb 18, 202640 min

The Legacy of Reverend Jesse Jackson & the Future of WBD 2/17/26

In the latest chapter of the bidding war for Warner Brothers Discovery’s film and media assets, Paramount Skydance will have 7 days to submit an offer to rival Netflix’s . CNBC’s David Faber breaks down the morning’s news and the week to come. The U.S. and Iran are engaging in nuclear talks today in Geneva , and the U.S. military is at odds with Anthropic over the company’s concerns about the agency’s use of its AI Claude. Plus, mentions in the Epstein Files have prompted career decisions for me...

Feb 17, 202623 min

AT&T CEO John Stankey & Treasury Sec. Bessent 2/13/26

In a newsmaking interview, U.S. Treasury Secretary Scott Bessent discusses the government’s plan to incentivize whistleblower tips on fraud, money laundering, and sanctions violations following the Trump administration’s focus on federally funded social welfare programs in Minnesota. Sec. Bessent also shares his expectation that the Senate confirmation of Fed chair nominee Kevin Warsh to proceed , despite Sen. Thom Tillis’s effort to block it. Plus, at the AT&T Pebble Beach Pro-Am, Joe Kerne...

Feb 13, 202642 min

Fast Food Economy & America’s AI Regulation 2/12/26

New York State Assemblymember Alex Bores (D) has garnered national attention for his plan to regulate AI , both in New York and across the nation. He explains his view that regulation could support American competitiveness, rather than hinder it. Restaurant Brands chairman Patrick Doyle has a unique view of consumers through the Burger King, Popeyes, and Tim Hortons brands . After years of implementing an effective tech strategy at Dominos, Doyle discusses his plans for fast food innovation. Plu...

Feb 12, 202633 min
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