Reid Hoffman On DeepSeek & The Future Of AI 01/29/25 Squawk Pod podcast

57:15

In an extended interview, Treasury Secretary Scott Bessent discusses the Trump administration’s tariffs, including the timeline of his trip to Kiev and President Zelenskyy’s trip to Washington, DC. Secretary Bessent considers the strength of the U.S. dollar, President Trump’s executive order establishing a strategic bitcoin reserve , and what he calls the market’s “detox” from excessive government spending. Plus, CNBC’s MacKenzie Sigalos explains bitcoin’s reaction to the strategic reserve and the likelihood of foreign governments following suit. MacKenzie Sigalos - 08:33 Scott Bessent - 16:45 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY…

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A Taut Trade Friendship & A Temporary Relief for Autos 3/6/25 35:27

πριν 2 μέρες35:27

35:27

As the United States and Canada spar over tariffs, Karina Gould, a candidate for Canadian Prime Minister and former Canadian government House leader, explains Canada’s retaliation against the Trump administration’s tariffs and the Canadian frustration at the current relationship between neighbors. Then, pollster and political strategist Frank Luntz provides insights into swing voters 6 weeks into President Trump’s second term. Luntz discusses the public’s opinion on Elon Musk's influence in Washington and the economic messaging from the White House. Plus, some Senate Republicans push to codify DOGE cuts after meeting with Elon Musk, and automakers have one month’s reprieve from tariffs on autos coming into the U.S. from Mexico and Canada. Karina Gould - 14:02 Frank Luntz - 25:44 In this episode: Frank Luntz, @frankluntz Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY…

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Tariff Tolls: Price “Disturbance” & Friction for the NHL 3/5/25 38:47

πριν 3 μέρες38:47

38:47

Wednesday marks day two of President Trump’s 25% levies on Mexico and Canada . In his joint address to Congress, the President warned about “a little disturbance” as American industries and neighbors digest his administration’s tariffs. CNBC’s Eamon Javers reports on the rest of the news out of Tuesday’s address, and Phil LeBeau reports that the administration may consider a delay on tariffs for autos. Former US Ambassador to Canada Bruce Heyman explains the toll tariffs may take on the longstanding relationship between neighbors, including social and economic ties. The friction between the U.S. and Canada extends to the ice; National Hockey League Commissioner Gary Bettman discusses the cross border relationships in sport and in finance. Eamon Javers - 9:48 Bruce Heyman - 19:32 Gary Bettman - 29:12 Phil LeBeau - 37:12 In this episode: Phil LeBeau, @Lebeaucarnews Eamon Javers, @EamonJavers Robert Frank, @robtfrank Michael Santoli, @michaelsantoli Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie…

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Target CEO Brian Cornell & Commerce Secretary Howard Lutnick 3/4/25 42:29

πριν 4 μέρες42:29

42:29

President Trump’s tariffs on Mexico and Canada take effect today. Target CEO Brian Cornell sits down with Becky Quick to discuss the impact they’ll have on his business and on price tags for consumers; Cornell warns, costs at checkout will likely go up, and soon. While U.S. stocks and investors waver on the new trade rules , U.S. Commerce Secretary Howard Lutnick explains the long term vision for “fair” trade, as well as the price the Trump administration is willing to pay to curb fentanyl’s flow into the country and bring more manufacturing stateside. Plus, President Trump has paused all U.S. military aid to Ukraine . Brian Cornell - 14:50 Howard Lutnick - 31:48 In this episode: Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Cameron Costa, @CameronCostaNY…

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Shaky Markets & the Fight Heard ‘Round the World 3/3/28 37:13

πριν 5 μέρες37:13

37:13

The markets ended February on a low note as investors digest global and domestic uncertainty and prepare for tariffs set to take effect on Tuesday. Cryptocurrency, however, has rallied on President Trump’s announcement of a strategic crypto reserve . In the aftermath of the heated discussion between President Trump and Ukrainian President Zelenskyy, author, editor, and international affairs professor Nina Khrushcheva examines the U.S. agenda and next steps for Russian President Putin. Hayman Capital Management founder Kyle Bass considers Ukraine’s geopolitical position and the shift in war sentiment among conservatives in the United States. Plus, Anora took home 5 awards from Sunday’s Oscars . Puck founding partner Matt Belloni discusses the other winners, the surprises, and the streaming factor in this year’s Academy Awards. Megan Cassella - 07:23 Nina Khrushcheva - 12:57 Kyle Bass - 21:11 Matt Belloni - 31:45 In this episode: Matt Belloni, @MattBelloni Kyle Bass, @Jkylebass Megan Cassella, @mmcassella Melissa Lee, @MelissaLeeCNBC Joe Kernen, @JoeSquawk Cameron Costa, @CameronCostaNY…

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A Measles Outbreak, A New AI App, & the Oscar Buzz 2/28/25 35:12

πριν 8 μέρες35:12

35:12

Uncertainty from U.S. tariffs and the DOGE agenda has prompted a volatile week in the financial markets . UK Prime Minister Keir Starmer visited President Trump days ahead of Ukrainian President Volodymyr Zelenskyy’s Washington visit; both leaders have tariffs and war top of mind. In Texas, a child has become America’s first measles-related death in almost a decade . Former FDA Commissioner Dr. Scott Gottlieb discusses the measles outbreak risks of declining vaccination rates in certain communities, bringing down the average vaccination rates in some states. Plus, Meta plans to release its own AI app , and it’s awards season! Variety’s Cynthia Littleton discusses the expected Oscar wins at the 97th Academy Awards this Sunday. Dr. Scott Gottlieb - 16:36 Cynthia Littleton - 27:06 In this episode: Dr. Scott Gottlieb, @ScottGottliebMD Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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Bonus Episode: Stripe CEO John Collison 2/28/25 22:40

πριν 8 μέρες22:40

22:40

In a rare interview, Stripe CEO John Collison sits down with Andrew Ross Sorkin. At 15 years old, the payments company is worth $91.5 billion, but it’s still private. In part, Stripe has avoided going public thanks to tender offers it periodically offers employees and shareholders. In its most recent tender offer, Stripe revealed $1.4 trillion in total payment volume in 2024, and Collison explains that AI, including OpenAI, Perplexity, and over 700 AI agents using Stripe have helped grow the company. In a special, extended conversation, Stripe CEO discusses the company’s future, the utility of stablecoins, and the next era of AI innovation. John Collision - 06:32 In this episode: Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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A Tariff Tally & Blackstone’s Former President Tony James 2/27/25 43:17

πριν 9 μέρες43:17

43:17

President Trump has said tariffs on Mexico and Canada will begin next week . Eamon Javers reports from Washington on the tariff messaging from The White House. Once COO and President of Blackstone and now Chairman of Costco Tony James shares his perspective on the US economy, business strength, and consumer confidence . James considers American business to be slowing down, thanks to uncertainty from the administration. In the face of DEI rollbacks across corporate America, Costco remains consistent in their commitment to equity. Plus, Nvidia topped analyst estimates , for the first time in a decade, a child in the US has died from the measles , and Elon Musk’s efforts in the US government could affect his businesses. Eamon Javers - 16:39 Tony James - 27:10 In this episode: Eamon Javers, @EamonJavers Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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Trump’s Budget Advances & Rep. Ro Khanna 2/26/25 38:37

πριν 10 μέρες38:37

38:37

The Republican-controlled U.S. House of Representatives narrowly passed a multi-trillion-dollar budget plan late Tuesday, advancing President Donald Trump’s tax-cut and border security agenda. CNBC’s Emily Wilkins joins to outline the details of the bill. Then Rep. Ro Khanna discusses the budget’s passage, its impact on Democrats, who benefits from the Trump tax cuts, and his thoughts on proposed spending cuts. And Cava co-founder and CEO Brett Schulman weighs in on the company’s quarterly earnings, 2025 outlook, and the potential impact of tariffs. Plus, Trump floats a $5 million “gold card” visa as a new path to citizenship, the U.S. and Ukraine outline a deal to fund Ukraine’s future security and reconstruction through an investment fund backed by the country’s rare earth minerals, and McDonald’s pushes back against a proposed surcharge on egg-based meals. Emily Wilkins - 20:52 Rep. Ro Khanna - 24:11 Brett Schulman - 35:51 Emily Wilkins, @emrwilkins Rep. Ro Khanna, @rokhanna Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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Netflix’s “Zero Day” & Florida Governor DeSantis 2/25/25 37:19

πριν 11 μέρες37:19

37:19

“Zero Day” writers and producers Eric Newman, Noah Oppenheim, and Michael Schmidt discuss their limited series political thriller on Netflix. The team discusses Robert De Niro’s performance on the show, as well as the well-timed plotline in today’s political climate. Florida Governor Ron DeSantis weighs in on his DOGE efforts in his own state, Elon Musk’s agenda in Washington, and the evolving relationship between Russia, Ukraine, and the United States. Plus, Home Depot reported its latest earnings , and President Trump said tariffs on Mexico and Canada will move forward . Gov. Ron DeSantis - 16:48 Eric Newman, Noah Oppenheim, and Michael Schmidt - 30:18 In this episode: Ron DeSantis, @RonDeSantis Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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Warren Buffett’s Cash, Medical Upcoding, & Trump’s NYC Influence 2/24/25 35:09

πριν 12 μέρες35:09

35:09

The Department of Justice’s investigation into United Healthcare’s billing practices has highlighted problematic practices across the American health care system, including upcoding. Former CEO of the Cleveland Clinic Dr. Toby Cosgrove explains common abuses in the system, their legacy, and potential solutions. New York Democratic Congressman Ritchie Torres stops by the set to discuss how city residents consider Mayor Eric Adams’ unusual relationship with President Trump. He explains why he wants the resigned NY Governor Andrew Cuomo to take over as Mayor this election cycle. Plus, DOGE is still making cuts to the federal workforce , the markets suffered their worst day of the year so far, and Omaha Oracle Warren Buffett is amassing more cash –and selling more stock. Ritchie Torres - 17:32 Dr. Toby Cosgrove - 27:39 In this episode: Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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UnitedHealth, Coinbase, & Meta Bonuses 2/21/25 40:41

πριν 15 μέρες40:41

40:41

UnitedHealth stock fell on a Wall Street Journal report that the DOJ is investigating the insurer’s Medicare billing protocol. Former FDA Commissioner Dr. Scott Gottlieb explains the nuances of the health insurance system, and he considers how the Trump administration will handle rising cases of bird flu. And big news from Coinbase: CEO Brian Armstrong says the SEC will drop its case against the company. Armstrong explains his approach to regulation in a new administration, the future of memecoins, and the merit in prediction markets. CNBC’s Robert Frank discusses the IRS plan to cut 6% of its workforce . Plus, Meta has approved a plan for bigger bonuses for some executives. Robert Frank - 10:23 Dr. Scott Gottlieb - 18:40 Brian Armstrong - 32:57 In this episode: Robert Frank, @robtfrank Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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“Long Live the King:” State vs. Federal Rights 2/20/25 31:42

πριν 16 μέρες31:42

31:42

President Trump has declared New York City “saved” from congestion pricing in a recent Truth Social post. President and CEO of the Partnership for New York Kathryn Wylde weighs in whether the state is his to save, and shares the pros and cons for the city’s plan. Palantir is plunging after the CEO Alex Karp unveiled his share sale plan, and President Trump is weighing a plan to offer DOGE dividends . Plus, Andrew Ross Sorkin has written a new book! “1929: The Inside Story of the Greatest Crash in Wall Street History” is out in October. Kathryn Wylde - 21:28 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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NYC Comptroller Brad Lander & A Growing Executive Branch 2/19/25 44:10

πριν 17 μέρες44:10

44:10

New York Governor Kathy Hochul has met with NYC officials amid resignations and corruption and quid pro quo allegations in Mayor Eric Adams’s office . NYC Comptroller Brad Lander, who attended Gov. Hochul’s meeting and is currently running against Mayor Adams in the 2025 mayoral race, explains his concerns about a “leadership vacuum” in New York . Lander weighs in on immigration policy and the city’s future. President Trump has moved to expand the White House’s authority in his second term; UC Berkeley law professor and former official in President George W. Bush’s Department of Justice John Yoo explains the tension between the branches of government, as well as the constitutional implications of President Trump’s executive orders. Plus, DOGE’s power and 25% tariffs are brewing –and concerning–for pharma companies and autos. Happy Birthday, Andrew! Brad Lander - 15:01 John Yoo - 32:58 In this episode: Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie…

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Palantir CEO Alex Karp: A Technological Republic 2/18/25 43:29

πριν 18 μέρες43:29