Squawk Pod

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 border. U.S. Trade Representative Jamieson Greer explains his own perspective on the negotiations. Nvidia is reportedly considering investing in AI startup Perplexity. Sprout CEO Shelly Li built her company to recycle, refurbish, remarket, and retire GPUs and data centers. Li explains the lifecycle of AI hardware from hyperscalers and the residual value of old chips and underscores power as the biggest constraint in the tech ecosystem. 

 

Megan Cassella - 05:34

Steve Liesman - 13:39

Jamieson Greer - 22:55

Shelly Li - 39:03

 

In this episode:

Amb. Jamieson Greer, @USTradeRep

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Megan Cassella, @mmcassella

Steve Liesman, @steveliesman

Cameron Costa, @CameronCostaNY

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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 in and outside of traditional therapy. Plus, Joe Kernen and Andrew Ross Sorkin discuss the latest on bitcoin’s boom, Treasury Secretary Scott Bessent’s debt buyback plan, and Anthropic executives expect an IPO the same size or larger than SpaceX’s.

 

Ben Narasin - 15:31

Dr. Jon Cohen - 28:42

 

In this episode:

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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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 constituents, as well as the future of the Democratic Party as the Democratic Socialists of America gain traction nationwide. Plus, President Trump has threatened an “economic D-day” for Iran, and U.S. national debt has climbed above $40 trillion while Treasury Secretary Scott Bessent announced a debt buyback program.

 

Eamon Javers - 13:40

Brian Armstrong - 18:30

Frank Luntz - 29:21

 

In this episode:

Brian Armstrong, @brian_armstrong

Frank Luntz, @FrankLuntz

Andrew Ross Sorkin, @andrewrsorkin

Kelly Evans, @KellyCNBC

Katie Kramer, @Kramer_Katie

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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 Figma Dylan Field discusses his company’s wild year as a public company and building public trust in AI. Plus, it was primary night for Democrats in Florida, investors are scrutinizing revenues from Anthropic and OpenAI, and shares of Unitree are surging in Shanghai, presenting a potential challenge to U.S.-based humanoid robotics. 

 

Stephane Bancel & Dr. Dean Li - 15:13

Dylan Field - 33:35

 

In this episode:

Dylan Field, @zoink

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Katie Kramer, @Kramer_Katie

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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 Becky Quick, trained on Becky’s mannerisms, history, and perspectives. CEO Akash Nigam discusses the characters he’s made for athletes in the NBA and MLB, the models he uses to build these personas, and the value of avatars in entertainment and in business. Plus, Becky Quick discusses her own CNBC history with AI “Becky Quicker.”

 

Alex Sherman - 5:18

Andrew Dudum - 15:01

Akash Nigam - 32:21

 

In this episode:

Akash Nigam, @akashrnigam

Andrew Dudum, @AndrewDudum

Becky Quick, @BeckyQuick

Andrew Ross Sorkin, @andrewrsorkin

Alex Sherman, @sherman4949

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.