Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25
Squawk Pod14 Marras

Ron Baron on Elon Musk’s Trillion-Dollar Pay Plan 11/14/25

After Tesla shareholders approved a new pay package for CEO Elon Musk that approaches the trillion-dollar mark, investor Ron Baron weighs in on what it means for the company’s future. The billionaire discusses his outlook on Tesla, the markets, and Musk ahead of the 32nd annual Baron Investment Conference. And Walmart CEO Doug McMillon is stepping down next year after leading the retailer’s push into e-commerce. Plus, Hollywood is bracing for bids for Warner Brothers Discovery, the Trump administration is preparing tariff exemptions aimed at lowering food prices, and Under Armour and Steph Curry are parting ways.

Ron Baron - 12:17

In this episode:

Ron Baron, @BaronCapital

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Zach Vallese, @zachvallese


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

Jaksot(1801)

Equity A Year Later; Tesla after Radar; Amazon after MGM

Equity A Year Later; Tesla after Radar; Amazon after MGM

In the wake of George Floyd’s death, corporate America took a stand on racial inequality and committed billions of dollars to help close the racial wealth gap. A year later, JUST Capital Managing Director Yusuf George revelas new research on where corporations stand on pay equity today, and how far they still need to go. Most employers are getting ready to welcome workers back to the office, but not everyone wants to return. Mark Weinberger, former EY chairman and CEO, shares why over time, more employees will see the value in returning to the office. Amazon is buying MGM Studios, the companies announced, marking Amazon’s most ambitious move yet into the entertainment business. Plus, Uber prices are surging and Tesla is ditching radar for cameras. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

26 Touko 202136min

Airbnb CEO & the Travel Rebound; Teen Vaccines; State-by-State Social Media

Airbnb CEO & the Travel Rebound; Teen Vaccines; State-by-State Social Media

Airbnb has announced a major slate of updates to its platform just in time for an expected surge in travel. Airbnb CEO Brian Chesky discussed the update and what he expects from the post-pandemic travel surge. CNBC’s Phil LeBeau also reports airline passenger levels are inching closer to where they were before the pandemic. Moderna said its Covid-19 vaccine was effective in a study of adolescents ages 12 to 17, making it the second shot behind Pfizer’s to demonstrate high efficacy in younger age groups. CNBC’s Meg Tirrell reports on the emergency approval. Plus, Amazon nears a deal to buy MGM Studios for nearly $9 billion and Florida has become the first state to regulate how tech companies moderate speech online. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

25 Touko 202127min

Hybrid Models, Masking Kids, A Golfing Record, & the Edge of Space

Hybrid Models, Masking Kids, A Golfing Record, & the Edge of Space

Space tourism company Virgin Galactic logged a successful spaceflight test over the weekend, complete with flips in microgravity and a stock surge to match. Offices are ready to return to normal, and staffing agency Lasalle Network CEO Tom Gimbel says the “new” normal will likely look a lot like the old one. He shares his expectations for hybrid work, as well as the pros and cons of remote work for employees and managers alike. The U.S. may finally be turning a corner in the pandemic; former FDA Commissioner Dr. Scott Gottlieb discusses masking for kids, the Covid-19 origin story, and the likelihood of a winter resurgence. Plus, cryptocurrencies are emerging from a hell week, and Phil Mickelson has won the PGA Championship, a victory that makes him the oldest major champion in golf history. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 Touko 202132min

Welcome Back, NYC! Little Island’s Launch with Barry Diller

Welcome Back, NYC! Little Island’s Launch with Barry Diller

Ten years and $260 million later, IAC Chairman Barry Diller and his wife, fashion designer Diane von Furstenberg have unveiled Little Island, the floating park along the west side of Manhattan. In Squawk Box’s first on location interview in over a year, Andrew Ross Sorkin sits down--outside and 6 feet away--with Barry Diller in the 2+ acres of green space now open to the public. The two discuss New York’s sunny reopening after a long, dark year. Plus, the media mogul shares his thoughts on the AT&T-Discovery deal, Amazon’s play for MGM Studios, and where media consolidation leaves Comcast, Disney, and Netflix. Ahead of the Apple vs. Epic Games courtroom drama, Diller weighs in on tech power and regulation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

21 Touko 202131min

Oat Milk Appetite with Oatly CEO; Market Whiplash with Carlyle's David Rubenstein

Oat Milk Appetite with Oatly CEO; Market Whiplash with Carlyle's David Rubenstein

Swedish oat milk brand Oatly makes its market debut on the Nasdaq after pricing its initial public offering at $17 per share and raising $1.4 billion, the top of the expected range. Oatly CEO Toni Petersson discusses the company’s sustainability mission and business outlook. The Federal Reserve is hinting at pulling back from its pandemic-prompted bond buys. David Rubenstein, co-founder and co-executive chairman of the Carlyle Group, discusses the resulting market whiplash, crypto's roller coaster ride, and post-Covid investor sentiment. Plus, Colonial Pipeline made a $4.4 million ransom payment to its cyber attackers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

20 Touko 202131min

A Crypto Crumble, Target’s Q1 Bullseye, & the Squarespace Debut

A Crypto Crumble, Target’s Q1 Bullseye, & the Squarespace Debut

Target CEO Brian Cornell shares the retailer’s big quarterly results; with sales up over 20% Cornell says American shoppers are finally back--and buying--in stores. Cryptocurrencies are selling off, with bitcoin hitting three month lows. Joe, Becky, and Andrew break down the bitcoin and ethereum meltdowns and consider the risks of speculative assets. Plus, website builder Squarespace went public on the New York Stock Exchange via direct listing. CEO Anthony Casalena explains building the internet, and his company’s path forward as a public, profitable company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

19 Touko 202136min

Retailers in Ship, Shop Shape, “Woke Capitalism,” & Post-Covid Hiring

Retailers in Ship, Shop Shape, “Woke Capitalism,” & Post-Covid Hiring

Retailers are reporting a boom in consumer demand in their quarterly results; Walmart and Home Depot impressed Wall Street with their most recent financials, and they’re betting that the shopper appetite is healthy and here to stay. Senator Rob Portman (R-OH) considers the country’s post-Covid employment realities as job opportunities grow faster than hiring. Plus, CNBC’s Eamon Javers reports on the group pushing back on American CEOs getting involved in politics; he explains “woke capitalism” and why this cohort of conservatives is campaigning against it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

18 Touko 202124min

A Mega Media Shakeup: AT&T’s WarnerMedia-Discovery Deal

A Mega Media Shakeup: AT&T’s WarnerMedia-Discovery Deal

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17 Touko 202127min

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