Disney’s Hugh Johnston & Minneapolis Fed’s Neel Kashkari 8/6/25

Axios White House reporter Marc Caputo and former U.S. Ambassador to China Nicholas Burns discuss the trade talks–or lack thereof–between the U.S. and China. Between comments from the Chinese embassy and President Trump’s interview with Time, the public has conflicting accounts of where trade negotiations currently stand. Plus, Apple may move manufacturing of its US iPhones to India, Google parent Alphabet has reported a beat on earnings, and Paramount is in talks with the FCC over its merger with Skydance.  Marc Caputo - 17:29Nicholas Burns - 24:50 In this episode:Marc Caputo, @MarcACaputoBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

25 Huhti 32min

Ahead of the Chevron Championship in Houston, Becky Quick sits down with LPGA golfers Amy Alcott and Stacy Lewis. Alcott, a hall of famer and Chevron Champion, reflects on the history of fandom for women’s sports and the current momentum for sponsorships and viewership. Lewis, a competitor in the Chevron this week, explains golfing strategy off the green; for the athletes and fans of women’s sports, the time is now for investment and publicity. To watch Stacy Lewis and her competitors at the Chevron this week, tune into NBC or Peacock.  Amy Alcott & Stacy Lewis - 6:06 In this episode:Becky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

24 Huhti 15min

Cleveland Fed President Beth Hammack was once a market participant at Goldman Sachs; she’s a policymaker now, but she says she’s still watching the markets during periods of volatility. Google is still under antitrust scrutiny, but regulation may affect AI innovation. Aravind Srinivas, CEO of AI engine Perplexity, discusses Google’s contributions to its competitors and the future of AI. Plus, Fed Chair Jay Powell, China, the Kentucky Derby, and even millionaires are caught in President Trump’s crosshairs.  Aravind Srinivas - 33:13Steve Liesman & Beth Hammack - 15:44 In this episode:Aravind Srinivas, @AravSrinivasBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

24 Huhti 43min

After news that Harvard is suing the Trump administration over its threats to cut funding, ADL CEO Jonathan Greenblatt discusses antisemitism on college campuses and beyond. Plus, Washington Post reporter Faiz Siddiqui discusses his new book about Elon Musk’s leadership: “Hubris Maximus: The Shattering of Elon Musk.” Third Point CEO Dan Loeb spoke on Tuesday night about his belief in the resilience of the American economy, while President Trump backtracked his previous comments and said he has no intention of firing Fed Chair Jerome Powell.  Jonathan Greenblatt - 19:12Faiz Siddiqui - 34:18 In this episode:Jonathan Greenblat, @JGreenblattADLFaiz Siddiqui, @faizsaysBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

23 Huhti 40min

President Trump intensified attacks on Federal Reserve chair Jerome Powell, fueling market volatility and concerns over the central bank’s independence. At the Chevron Leadership Initiative's CoMission Champions of Women in Sports event, Becky Quick sits down with Goldman Sachs CEO David Solomon to discuss market volatility, trade policy, economic uncertainty, and investing in women’s sports. Facebook co-founder and chair of the Economic Security Project Chris Hughes is out with a new book, “Marketcrafters.” Hughes discusses Fed independence and the future of capitalism. Plus, Harvard is suing the Trump administration, the Academy Awards set new AI rules, and the FTC is suing Uber over premium billing. Chris Hughes - 15:43David Solomon - 26:53 In this episode:Chris Hughes, @chrishugesBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

22 Huhti 47min

Pope Francis, the Argentine Jesuit and Roman Catholic pontiff, has died at age 88. Joe Kernen, Becky Quick, and Andrew Ross Sorkin reflect on his impact on the business community, and Andrew recalls his interview with the Pope just before the Covid-19 pandemic. President Donald Trump intensified his criticism of Federal Reserve Chairman Jerome Powell, calling him a “major loser” and warning of a potential economic slowdown if interest rates are not lowered immediately. Krishna Guha, Evercore ISI vice chairman, weighs in on the possibility of Powell’s removal, the independence of the central bank, and the potential market implications. Then, CNBC’s Steve Liesman and Chicago Fed President Austan Goolsbee discuss the state of the economy, the Fed’s inflation strategy, and the impact of the Trump administration’s tariff policy on the economy. Krishna Guha - 16:58Austan Goolsbee - 27:12 In this episode:Austan Goolsbee, @Austan_GoolsbeeSteve Liesman, @steveliesmanBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

21 Huhti 39min

Nvidia CEO Jensen Huang is in Beijing, just as U.S. officials are eyeing his company’s supply of AI chips to DeepSeek. CNBC’s Kristina Partsinevelos explains the line between maintaining competition and preserving national security when it comes to tech infrastructure. Federal Reserve chair Jay Powell expressed concern that the central bank could be caught between controlling inflation and supporting economic growth, as tariffs contribute to economic uncertainty. President Trump responded, calling for a rate cut and the termination of Jay Powell as chair. Plus, the IRS is attempting to rescind Harvard’s tax-exempt status, and shares of UnitedHealth Group plunged after the company cut its profit forecast. Kristina Partsinevelos - 26:40Peter Kraus - 31:43 In this episode:Kristina Partsinevelos, @KristinaPartsKelly Evans, @KellyCNBCJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinCameron Costa, @CameronCostaNY

17 Huhti 39min

The Trump administration’s standoff with Harvard has frozen $2.2B in grants to the university. Representative Elise Stefanik (R-NY) is a Harvard alumna as well as Chairwoman of the Republican Leadership, and she’s calling to “defund Harvard.” For Rep. Stefanik, the government has a right to demand changes on campus and to withhold grant money. She discusses issues of free speech and antisemitism on college campuses. In his first interview since leaving office, former SEC Chair Gary Gensler weighs in on tariffs, negotiating with China, cryptocurrencies, and the betting markets. Plus, United Airlines is offering two profit outlooks, just in case the economy falls into a recession, and critical minerals may be the Trump administration’s next target for tariffs.  Elise Stefanik - 12:30Gary Gensler - 31:11 In this episode:Rep. Elise Stefanik, @EliseStefanikKelly Evans, @KellyCNBCJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

16 Huhti 45min