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Squawk Pod

CNBC

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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  • 31 episodes
  • daily
  • Avg 39 min
  • English

Episodes 31

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  • Yesterday · 34 min

    Affirm’s Q4 & Big Tech in Court: Meta & Anthropic Rulings 8/28/26

    After reporting a strong Q4, Affirm’s stock surged. Affirm CEO Max Levchin discusses his view of the consumer and the economy, from his position in buy-now, pay-later platform that also offers credit cards. Meta reached an $18 billion multi-state settlement in its social media addiction trial, as CNBC’s Julia Boorstin reports, and a judge ruled in favor of Anthropic, finding that the Pentagon took illegal action in categorizing the company as a supply chain risk. The Information CEO and Editor-

  • Thursday · 37 min

    Nvidia’s Blowout & an E-Shaped Economy 8/27/26

    Nvidia reported a blowout quarter, issuing optimistic revenue guidance that’s pushing the stock higher. CNBC’s Kristina Partsinevelos discusses CEO Jensen Huang’s comments after the report and the response on Wall Street. Senator Dave Mccormick (R-PA) discusses inflationary pressures on Americans in his own state, particularly in the context of the ongoing war in Iran. Ahead of the midterms, Sen. McCormick discusses the future of Democrats, Republicans, and bipartisanship. Amid summer travel, CE

  • Wednesday · 46 min

    Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26

    Labor Secretary under President Clinton Robert Reich discusses the tariffs between the U.S. and Canada and AI’s impact on the workforce, as well as wealth taxes, the rise of populism in the U.S., and the K-shaped economy that he says is driving them both. One of the largest hurdles for AI and the data center race is power. Emerald AI CEO Varun Sivaram has built a solution in flexible power sourcing to ease strain on the grid, and backers like Samsung, Nvidia, and Salesforce have bet on his succe

  • Tuesday · 41 min

    Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26

    Legendary investor Stanley Druckenmiller has penned a sharp op-ed criticizing Treasury Secretary Scott Bessent’s new bond buyback strategy. In “Operation Economic Outcast,” President Trump is attempting to pressure Iran by way of its trading partners. CNBC’s Eunice Yoon explains China’s role in the strategy and in Iran’s oil economy. After U.S.-Canada trade talks collapsed, tariffs set in on some Canadian exports to the U.S. Canadian Minister responsible for Canada-U.S. Trade Dominic LeBlanc sha

  • Monday · 42 min

    USTR Jamieson Greer & a GPU Lifecycle 8/24/26

    After the U.S. treasury yields surged to levels not seen in nearly 20 years, U.S. Treasury Secretary Scott Bessent announced that the Treasury would double the size of its government debt repurchases. Treasury Department officials tell CNBC’s Steve Liesman that the plan could be funded by the Treasury’s General Account Fund, or its “rainy day” fund. Trade talks between the U.S. and Canada have collapsed, bringing 50% tariffs into effect on $20 billion worth of Canadian goods coming over the bord

  • August 21 · 35 min

    Debating a California Wealth Tax & Adding AI to Therapy 8/21/26

    Proposition 40, a proposed wealth tax in California, has sparked heated debate among investors, tech founders, and billionaires. Venture capitalist Ben Narasin argues that the tax and the solutions put forward by politicians including Rep. Ro Khanna (D-CA) would harm the businesses that drive a large portion of America’s economy. Teletherapy platform Talkspace is betting that AI can do more good than harm in mental healthcare. CEO Dr. Jon Cohen explains how therapists and patients are using AI i

  • August 20 · 37 min

    U.S. Debt, Data Centers in the Midterms, & Coinbase CEO 8/20/26

    The morning after crypto and tech leaders met President Trump at the White House, attendee and Coinbase CEO Brian Armstrong discusses the Clarity Act vote in September. Armstrong is optimistic that crypto will begin a new bull run in the fall. AI data center construction has become a political flashpoint in the primaries and upcoming midterms as candidates navigate support and pushback in their communities. Pollster and political strategist Frank Luntz discusses data center marketing among const

  • August 19 · 42 min

    Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26

    Shares of Moderna and Merck are surging on positive results from a Phase 3 trial of a groundbreaking cancer treatment. After a decade in development, individualized mRNA “vaccines” and established cancer treatment Keytruda result in reduced risk of recurrence or death. Moderna CEO Stephane Bancel and Merck Research Laboratories president Dr. Dean Li discuss this pivotal moment in medicine and how it fits into the long term visions for both Merck and Moderna. CEO of design and coding platform Fig

  • August 18 · 54 min

    AI “Genies” & Hims & Hers CEO Andrew Dudum 8/18/26

    In an exclusive, rare interview, CEO and co-founder of Hims & Hers Andrew Dudum sits down with Andrew Ross Sorkin. Dudum maps out his vision for an AI-enabled American healthcare system, comments on the FTC’s lawsuit, and reflects on his company’s impact on GLP1 access and affordability. CNBC’s Alex Sherman reports on the Buss family drama playing out on the Lakers, and Meta is once again on trial over social media addiction allegations. AI avatar startup Genies has made an AI version of CNBC’s

  • August 17 · 40 min

    OpenAI President Greg Brockman: Now Is the Time to Act 8/17/26

    OpenAI co-founder and president Greg Brockman issues a call to amp up cybersecurity in the age of AI. Brockman addresses recent leadership departures at OpenAI, the open-weight model debate, and AI safety standards. Keller Cliffton, CEO of drone delivery company Zipline, discusses his company’s scaling deal with Uber. Together, the companies aim to notch one million drone deliveries a day. Berkshire Hathaway added $17 billion to its Alphabet stake, making the Google parent Berkshire’s third-larg

  • August 14 · 29 min

    A Wisconsin Upset & Gary Vee’s Next Bet 8/14/26

    Wisconsin’s Democratic primary for governor delivers a surprising result as pollster and strategist Frank Luntz discusses what it says about the state of the race and the growing influence of prediction markets on politics. Gary Vaynerchuk, founder of VaynerX and an investor in alternative sports, talks about the business of sports, his love of whiffle ball and his dream of one day owning the New York Jets. Plus, NASA Administrator Jared Isaacman discusses the future of American space exploratio

  • August 13 · 26 min

    Truth Social’s Advantage & AI Anxiety 8/13/26

    A lawsuit claims Truth Social is giving paid subscribers an unfair advantage by allowing them to see President Trump’s posts fractions of a second before other users. Former Assistant Attorney General Jonathan Kanter discusses the case and what it could mean for investors. Senator Bill Cassidy weighs in on changes to the recommended vaccine schedule for kids and what the new guidance could mean for parents. Plus, an exclusive CNBC and Generation Lab survey looks at how young adults feel about AI

  • August 12 · 27 min

    AI Deals Go Round and Round & Cava’s CEO 8/12/26

    Nvidia’s $500 billion deal with top Wall Street firms has sparked a debate about circular spending in the AI ecosystem. Ed Zitron is a critic of the investments pouring into the industry, and he shares his bearish take on AI. Brett Schulman, CEO of fast casual chain Cava, is keeping his eye on consumer confidence amid salmonella and cyclospora outbreaks in the U.S. Schulman discusses the impact foodborne illness has had on the restaurants, despite Cava’s food supply chain being unimpacted by iss

  • August 11 · 41 min

    Nvidia’s Investable Chips, the VA Governor, & AI Gone Rogue 8/11/26

    Nvidia is taking in $500 billion in new financing from major Wall Street firms as CEO Jensen Huang touts chips as the next “investable asset.” Former senior White House policy advisor on AI Sriram Krishnan discusses America’s tech race with China and the next opportunities in artificial intelligence, including in cyber security. CNBC’s Dan Murphy reports on the new normal in the Strait of Hormuz, a Tesla-SpaceX merger could fast-track Elon Musk’s pay package, and a Staten Island judge has ordere

  • August 10 · 35 min

    Open-Sourcing Meta & Grand Theft Auto VI Pre-Orders 8/10/26

    Mark Zuckerberg announced that Meta will open source its most powerful AI models, including a new model called Muse Glimmer. AI investor Vinod Khosla discusses the evolution of AI, investment opportunities in the space, and tech’s ability to support communities displaced by data centers by way of tax changes. Plus, President Trump has renewed his effort to fire Fed Governor Lisa Cook, and Take-Two Interactive CEO Strauss Zelnick says the Grand Theft Auto VI extended trailer will be worth watchin

  • August 7 · 35 min

    AI-Made Viruses, A July Jobs Report, & Meta’s Child Harms Case 8/7/26

    In a surprise to Wall Street, the Labor Department reported a loss of 23,000 nonfarm jobs in July. CNBC’s Rick Santelli and Steve Liesman break down the report and what it means for the broader health of the economy. Representative Greg Casar (D-TX) is focused on AI’s impact on the labor force in his latest legislation to tax hyperscalers, while MIT Associate Professor Kevin Esvelt is closely watching AI’s achievements in science. He considers the implications of a new study from the Arc Institu

  • August 6 · 38 min

    Google’s AI Reshuffle, Calls to the Fed, A Great Wealth Transfer 08/06/26

    Google is reshuffling its AI team, moving Demis Hassabis from CEO to chairman of Google DeepMind. Hassabis will also take over the chief scientist role of Alphabet after the current chief scientist Jeff Dean leaves the company. The Wall Street Journal is reporting that President Trump has called Federal Reserve Chairman Kevin Warsh multiple times since Warsh stepped into his role. Google board member and former Fed vice chairman Roger Ferguson weighs in on both Google’s AI strategy and the relat

  • August 5 · 45 min

    SpaceX’s First Earnings, Janet Yellen, & Uber CEO 8/5/26

    Former Fed Chair and former Treasury Secretary Janet Yellen discusses Kevin Warsh’s new regime at the Federal Reserve and the persistent inflation in the United States. After the first U.S. intervention in the Japanese yen in decades, she discusses global economic stability and the changes still to come, thanks to AI. Uber CEO Dara Khosrowshahi discusses the road ahead for autonomous vehicles and safety after Uber reported weaker-than-expected second quarter results and guidance. Plus, SpaceX’s

  • August 4 · 49 min

    Treasury Sec. Bessent: A Deal with Iran 8/4/26

    In a newsmaking–and market-moving–interview, Treasury Secretary Scott Bessent suggests that the U.S. may have a deal with Iran as soon as today or tomorrow. He says, the “K-shaped economy is over,” and the era of the “C-shaped” economy has arrived. Plus, Snap CEO Evan Spiegel is at the Aspen Economic Strategy Group meeting for his company’s latest earnings release; he’s looking forward to new innovations like Snap’s Specs to drive demand for AI compute. Treasury Sec. Scott Bessent - 14:10 Evan

  • August 3 · 41 min

    Kalshi CEO on NY’s Lawsuit, A Yen-tervention, Water Cyberattacks 8/3/26

    After months of negotiations broke down, New York State filed a lawsuit against prediction market Kalshi. Kalshi CEO Tarek Mansour responds to the allegations that his platform is “quintessentially gambling” and that it seeks to avoid paying the appropriate taxes. Then, Adam Isles, head of cybersecurity for the Chertoff Group, discusses the cyberattacks on water systems across seven U.S. states. He considers the likelihood that Iran is behind the attacks, as well as how vulnerable Americans are

Showing 1–20 of 31 episodes