Squawk Pod

At the G-7 meeting in France, President Trump commented on the memorandum of understanding between the U.S. and Iran. CNBC’s Megan Cassella reports on the market reaction to the document, and David Albright, former Nuclear Weapons Inspector, reviews his concerns about the MOU’s “leaky language.” AI giants including OpenAI, Anthropic, and Google are also attending this year’s G-7 summit; former White House Chief Technology Officer Aneesh Chopra considers the importance of global coordination on AI development, particularly in light of Anthropic’s decision to suspend its top models Fable and Mythos. 

 

Megan Cassella - 13:03

David Albright - 16:55

Aneesh Chopra - 26:27

 

In this episode:

Megan Cassella, @mmcassella

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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SpaceX has surged past expectations - and many of the most valuable companies in the U.S - in its meteoric stock debut.  SEC Chairman Paul Atkins believes enthusiasm for Elon Musk’s space company can fuel demand for more initial public offerings. President Trump is at the G-7 meeting of world leaders in France, as negotiations on the wars in Iran and Ukraine continue. Megan Cassella reports on the latest from the summit. And, do sports or pets make you happier? Arthur Brooks on the science behind what our brains love. 

 

Megan Cassella        5:38

Paul Atkins           13:29

Arthur Brooks         25:20 

 

In this episode:

Paul Atkins, @SECPaulAtkins

Arthur Brooks, @arthurbrooks 

Megan Cassella, @mmcassella

Joe Kernen, @JoeSquawk

Becky Quick, @BeckyQuick

Katie Kramer, @Kramer_Katie

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The U.S. and Iran have agreed to a peace deal, set to be signed on Friday. Vice President JD Vance shares details of the deal, including flows through the Strait of Hormuz, Iran’s nuclear program, and the resulting shifts to energy prices. As SpaceX starts its first full day of trading on the public markets, Ron Baron, with about half of his $70B+ fund’s portfolio in SpaceX and Tesla, says he’s still betting on Elon Musk. Baron addresses valuation concerns and explains his ongoing optimism regarding the world’s first trillionaire. 

 

Leslie Picker

Ron Baron 

Vice President JD Vance

 

Leslie Picker - 10:01

Ron Baron - 18:26

Vice President JD Vance - 44:25

 

In this episode:

Leslie Picker, @LesliePicker

Robert Frank, @robtfrank

Brian Sullivan, @SullyCNBC

Becky Quick, @BeckyQuick

Cameron Costa, @CameronCostaNY

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SpaceX is now publicly traded on the Nasdaq. Andreessen Horowitz General Partner David George bet on Elon Musk in 2021, and he’s still betting on him–and SpaceX. Venture capitalist Ben Narasin considers the potential future of the stock and what it could mean for other IPOs (like Anthropic and OpenAI) that are also set to list this year. CNBC’s Robert Frank reports on the numbers that will make Elon Musk the world’s first trillionaire. CNBC’s Morgan Brennan shares highlights from her interview with SpaceX President Gwynne Shotwell, and Elon Musk addresses his employees and investors ahead of the company’s first trade. 

 

Morgan Brennan - 3:47

David George - 10:59

Ben Narasin - 19:47

Robert Frank - 30:19

Elon  Musk - 37:07

In this episode

David George, @DavidGeorge83

Robert Frank, @robtfrank

Morgan Brennan, @MorganLBrennan

Melissa Lee, @MelissaLeeCNBC

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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The Knicks pulled off an historic comeback in Game 4 of the NBA Finals, and it isn’t the only sport riding the wave of renewed fan enthusiasm. Bruin Capital CEO George Pyne explains why sports viewership is booming, for the NBA as well as the NHL, MLB, and Golf. Former CFTC Chairman Gary Gensler led the agency when Congress passed the Dodd-Frank Act. Today, he argues that Congress did not intend to set the CFTC up as sole regulator of sports betting. Plus, President Trump issues a warning to Iran, and CNBC's Leslie Picker breaks down what investors should know ahead of the highly anticipated SpaceX IPO.

 

Dan Murphy - 03:03

Leslie Picker - 10:49

Gary Gensler - 17:16

George Pyne - 34:03

In this episode:

Dan Murphy, @dan_murphy

Leslie Picker, @LesliePicker

Joe Kernen, @JoeSquawk

Kelly Evans, @KellyCNBC

Cameron Costa, 

@CameronCostaNY

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