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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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67 episodes
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Today · 36 min
Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26
From the White House, National Economic Council Director Kevin Hassett emphasizes consumer sentiment as key to interpreting economic and inflation data. As national cases of the measles rise, former FDA Commissioner Dr. Scott Gottlieb discusses public health and the FDA’s launch of its Rare Disease Framework Initiative for drug development. Russian President Putin has floated a summit between himself, Chinese President Xi, and President Trump to discuss ending the war in Ukraine. Ukrainian Pres
Friday · 42 min
AI Czar Jay Clayton & John Legend Loves Dogs 10/16/26
The White House “Super Intelligence” task force held its first meeting yesterday amid growing calls to regulate AI. The group’s chair Jay Clayton joins us on his takeaways from the meeting and why the U.S. needs to be wary of foreign espionage attempts related to AI. Singer and songwriter John Legend’s pet food brand “Kismet” is sponsoring an upcoming Halloween dog parade in New York City. The EGOT-winner talks about why he built the business and his growing portfolio outside of music. Plus, Fed
Thursday · 44 min
AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26
Investors are rotating out of tech stocks amid growing concerns around record-high interest rates and possible overspending on artificial intelligence. Rockefeller Capital CEO Greg Fleming, a Wall Street veteran, discusses his take on the markets and the policy driving unease. New York City Comptroller Mark Levine sent a letter to Anthropic’s CEO Dario Amodei asking the company to delay its upcoming IPO. He says the listing will distract the company from focusing on safety and that the U.S. need
Wednesday · 38 min
Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26
Fighting intensified overnight in the Middle East between Saudi-backed forces and Iran’s Houthi rebel allies. Former Biden White House Senior Advisor Amos Hochstein tells us why the U.S. has been sitting out the conflict and that he’s stopped understanding U.S. strategy in the region. Fanatics is upping its advertising spend in its gambling business as it looks to compete with industry giants Fanduel and DraftKings. Founder & CEO Michael Rubin says he believes it is a good long-term business des
Tuesday · 45 min
Paul Tudor Jones’ Call for 2027 & Vibes 10/13/26
Amid growing concerns about valuations and the AI boom, legendary investor Paul Tudor Jones joins for his take on the markets and his outlook for the new year. He predicts a strong fourth-quarter post the midterm elections but warns of challenges in 2027 due to negative flow pictures in the stock market. Author and professor Adam Grant is out with a new book, “Vibe: The Secrets of Strong Connections in a Lonely World.” He says we need to engage in “deep talk” when meeting someone new and ask que
October 12 · 39 min
Rising Oil Tensions, AI Agent Oversharing 10/12/26
Tensions are heightened in the Middle East following a deadly attack on Saudi Arabia’s airport in Riyadh. CNBC’s Dan Murphy joins from the region with the latest, while Brian Sullivan reports on the move in oil and President Trump’s claim of an energy ceasefire between Russia and Ukraine. Amid growing concerns about rogue AI agents and personal security, XMTP Labs Co-Founder & CEO Shane Mac describes how an agent shared his personal bank statement in a work group chat. Plus, Nvidia is reportedly
October 9 · 36 min
SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26
In a move that’s pushing telecom stocks lower, SpaceX has agreed to purchase a nationwide spectrum portfolio. Elon Musk biographer Walter Isaacson explains how this move fits into the rest of Musk’s vision for connectivity around the world–and around the solar system. As concerns about AI-fueled job displacement mount around the world, Chieh Huang–founder of Boxed–has started a new re-training venture for laid off employees. Huang explains how Pelgo translates layoffs and employer investment int
October 8 · 34 min
AI Math vs. Human Math & Tariffs in the Midterms 10/8/26
President Trump has suggested that the U.S. may initiate more attacks on Iran’s energy infrastructure, and tariffs remain on center stage as the midterm elections draw nearer. U.S. Trade Representative Jamieson Greer discusses both from the White House North Lawn. Mathematician and NYU professor Tristan Buckmaster has been working on solving the Navier-Stokes Problem for years; now OpenAI agents have solved it, but Buckmaster believes his work was used in the process. The mathematician discusses
October 7 · 41 min
DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26
It’s day two of a new media behemoth under David Ellison’s Skydance umbrella. Founding partner of Puck Matt Belloni details the Paramount-Warner Bros. Discovery merger, and he considers the giant’s headwinds, including cable’s declining profits and ~$80 billion in debt. Michael Lewis wrote “Moneyball,” “The Big Short,” “Going Infinite,” and “The Blind Side,” and he’s now out with a new book: “Blockers: Rebels in the Deep State.” The bestselling author discusses government efficiency and his own
October 6 · 36 min
Losing Friends & Antagonizing Presidents with Sen. Tillis 10/06/26
28 days from the midterms, Senator Thom Tillis (R-NC) reflects on his tenure in government as documented in his new book, “How to Lose Friends and Antagonize Presidents.” Sen. Tillis shares his own regrets and his hopes for a Republican Party under pressure from a fractured voter base. As AI innovation continues to spark moral and ethical questions about humanity, machines, and the dignity of work, religious leaders have begun to participate in discussions of the technology’s future. Reverend Wa
October 5 · 37 min
An AI Task Force, AI & Your Happiness, Plague in Siberia 10/5/26
Director of National Intelligence Jay Clayton has been picked to serve as AI czar, leading a “Super Intelligence Force” to address growing concerns about AI. Meanwhile, OpenAI CEO Sam Altman is suggesting people “accept some bad things” in exchange for the benefits of AI. Professor, columnist, author, and happiness expert Arthur Brooks counsels AI users to retain control of their relationships in the AI era, and Senator Chris Coons (D-DE) discusses potential AI regulation. Plus, Treasury Secreta
October 2 · 34 min
AI Safety with a Facebook Whistleblower & A $110B Media Merger 10/2/26
Facebook whistleblower Frances Haugen wrote a memoir of her time at Facebook, during which she leaked documents to The Wall Street Journal to shed light on what (and when) Facebook knew about the potential harms of its algorithms. The memoir is now part of the basis for “The Social Reckoning,” a film designed as a follow up to “The Social Network.” Frances Haugen herself explains how the world of AI is different from that of social media, and the role big tech can play in self regulation on both
October 1 · 46 min
AI Agents with Airbnb CEO Brian Chesky & Walter Isaacson 10/1/26
Google is the latest tech giant to release its own AI agent as concerns about AI safety persist both inside and outside the tech industry. Elon Musk biographer, professor, and student of history Walter Isaacson discusses the AI doomsday narrative and the personality clashes behind the AI headlines. Airbnb CEO Brian Chesky weighs in on the future of AI agents, including his own efforts to build one and the larger rhetoric problem that Silicon Valley has, when it comes to AI. Chesky issues a wake
September 30 · 46 min
A White House Accord with AI’s Leaders 9/30/26
After President Trump hosted tech and AI leaders at the White House on Tuesday, the group ultimately agreed to an “Accord on Super Intelligence.” Director of National Intelligence Jay Clayton, in the room for the meeting, discusses the significance of the accord and liability issues for AI. While Axios has reported that Jay Clayton could be one of President Trump’s candidates for AI Czar, Clayton is focused on the outcomes of Tuesday’s meeting. Author of “The Infinity Machine” Sebastian Mallaby
September 30 · 21 min
Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve
One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at r
September 29 · 47 min
Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26
As tech titans head to the White House for a meeting, Speaker Mike Johnson (R-LA) discusses his expectations for the meeting, the future of AI guardrails, and the upcoming midterm elections. Senator Elizabeth Warren (D-MA) is zeroing in on big tech’s tax breaks and the AI data center build out. SEC Chairman Paul Atkins responds to Anthropic’s “existential risk to humanity” in its IPO prospectus. Chair Atkins underscores his own mission to keep America’s IPO market strong. Paul Atkins - 08:30 S
September 28 · 50 min
Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26
In an extended interview, Nvidia CEO Jensen Huang explains the company’s newest AI safety software–part of an effort to create a modern web browser for AI. Huang makes the case to innovate and understand technology before attempting to regulate it. Then, former Disney CEO Bob Chapek unveils his memoir, “Inside the Castle Walls: My Thirty Years at the Happiest Place on Earth.” Chapek recounts his long career at Disney and his tumultuous two and a half years as CEO, before being replaced by the ve
September 25 · 41 min
A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26
U.S. Ambassador to China David Perdue has been in the room during the summit and state dinner between President Trump and President Xi this week. Amb. Perdue discusses the evolving relationship between the two leaders, bilateral trade, Iran, Taiwan, and the potential of U.S.-China collaboration on AI. Plus, Ark Invest CIO and CEO Cathie Wood shares her outlook, as shared in her latest investor letter. A Tesla, SpaceX, Coinbase, Kalshi, and Robinhood investor, Wood discusses her bets on the futu
September 24 · 32 min
Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26
Meta’s Muse Charm launch has prompted a surge in Meta stock as investors consider the wider implications of a device to harness AI. Media and tech watching Rich Greenfield discusses the gravity of this moment in the AI revolution and the value it could create for Meta shareholders. AOL co-founder Steve Case weighs in on the liability and regulatory issues that arise in a tech revolution. Plus, China’s President Xi Jinping is visiting the U.S. for the first time in 11 years, and the 30-year Treas
September 23 · 36 min
Socialism Vs. Capitalism & Diesel Exports 9/23/26
As support for Democratic Socialists grows around the country, the U.S. Chamber of Commerce has launched a “Free Enterprise Express” bus tour to educate Americans on free market capitalism. President and CEO of the Chamber Suzanne Clark discusses the marketing of capitalism and its support–and frustrations–across the nation. Rep. Ro Khanna (D-California) discusses the fractures within his own party, including the rising popularity of DSA and growing discontent with the billionaires in his own di

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