Squawk Pod

The Federal Reserve, under Kevin Warsh, has decided to keep interest rates steady. Former Fed vice chairman Roger Ferguson discusses the decision and the FOMC member dissents. After Dr. Anthony Fauci’s testimony before the Senate Homeland Security Committee, Committee Chair Sen. Rand Paul (R-KY) discusses his plan to consider holding Dr. Fauci in contempt for exercising his Fifth Amendment rights 111 times throughout the hearing. CNBC’s Dan Murphy reports on the latest strikes between the U.S. and Iran, and Amos Hochstein, former White House Senior Advisor for President Biden, discusses strategies in regional conflict and its impact on global energy.  

 

Roger Ferguson - 5:05

Sen. Rand Paul - 21:11

Dan Murphy - 37:03

Amos Hochstein - 42:50

 

In this episode:

Rand Paul, @SenRandPaul

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

 

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After OpenAI released new information about its model’s hack of Hugging Face, the debate about open-source and closed-source AI wages on. Kindred Ventures founder Steve Jang, an AI, tech, and robotics investor, discusses the future of AI, including the moat around memory chips player SK Hynix, despite recent stock moves. Mark Zuckerberg is on an AI optimism press tour, penning an Opinion piece for The Wall Street Journal and giving interviews to The Financial Times and others. Plus, Senator Rick Scott (R-FL) and Senator Kirsten Gillibrand (D-NY) are both members of the Aging Committee, working to inform senior citizens being targeted by fraud and scams. The senators discuss the rise of AI scams and the tools to keep seniors protected and aware. 

 

Senators Kirsten Gillibrand & Rick Scott - 16:57 

Steve Jang - 28:11 

 

In this episode:

Kirsten Gillibrand, @SenGillibrand

Rick Scott, @SenRickScott

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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Pennsylvania Democrat Senator John Fetterman has  changed his mind on the filibuster. Sen. Fetterman discusses where he differs from his party lines, including Democratic Socialist efforts around the country. Stephen Miran was appointed by President Trump to the Federal Reserve Board of Governors. Ahead of the central bank’s two-day policy meeting, Miran discusses money supply, its relationship to inflation, and the future of United States monetary policy. He’s expecting the Fed to hold rates steady. Plus, Sherwin-Williams has reported a quarterly beat, Johnson & Johnson has agreed to pay $5.5B to settle the talc lawsuits that have hung over the stock for years, Cracker Barrel is bringing in a new CEO, and YouTube and Peacock are teaming up.

 

Stephen Miran - 18:31

Sen. John Fetterman - 34:04

 

In this episode:

Stephen Miran, @SteveMiran

John Fetterman, @SenFettermanPA

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY

 

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Nvidia is in talks with OpenAI to finance a new data center project in Ohio, according to reports. As markets kick off the busiest week of earnings season, investor Steve Eisman shares his perspective on the AI trade, big tech’s big capital expenditures, the moats around tech and AI companies, and how he’s hedging his own portfolio. CNBC’s Dan Murphy reports on the current pause in fighting between the U.S. and Iran, and RBC Capital Markets’ Helima Croft discusses the conflict’s impact on the energy markets. Plus, PharmatrophiX co-founder and Stanford Professor Dr. Frank Longo explains Compound 31, a new FDA-approved drug to treat Alzheimer’s. He shares his personal journey toward medical innovation in the field, and shares the differentiators between Compound 31 and the Alzheimer’s treatments that have come before it. 

 

Dan Murphy - 07:50

Helima Croft - 12:43

Steve Eisman - 22:36

Dr. Frank Longo - 34:43

 

In this episode:

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Dan Murphy, @dan_murphy

Katie Kramer, @Kramer_Katie

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In a nearly 90 minute interview, SpaceX and Tesla CEO Elon Musk sat down with The Economist’s editor-in-chief Zanny Minton Beddoes. Beddoes shares her biggest takeaways from the conversation, including the most viral moments about AI regulation and Musk’s own relationship with the alt-right. Partnership for NYC President and CEO Steven Fulop discusses Mayor Mamdani’s appointment of former FTC Commissioner Lina Khan to lead the city’s Economic Development Corporation. He airs concerns about the appointment within the business community. Plus, Wall Street Journal reporter Gunjan Banerji discusses Wall Street’s rush to get first access to President Trump’s posts on Truth Social. CNBC’s Eamon Javers reports on the White House’s newest round of tariffs. 

 

Gunjan Banerji - 8:57

Zanny Minton Beddoes - 21:13

Steven Fulop - 36:15 

 

In this episode:

Gunjan Banerji, @gunjanJS

Zanny Minton Beddoes, @zannymb

Steven Fulop, @StevenFulop

Andrew Ross Sorkin, @andrewrsorkin

Melissa Lee, @MelissaLeeCNBC

Eamon Javers, @eamonjavers

Katie Kramer, @Kramer_Katie

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.